Financial Planning

While fintech won’t make advisors obsolete anytime soon, financial professionals need to adapt to changing consumer behavior and play up their strengths by augmenting their services.

The CFPB has already taken steps to stamp out abuses. The agency last month proposed a rule for home appraisals computed by algorithms.

Overall, just 20% of U.S. adults say they do not have any financial regrets, while 6% say they don’t know what their biggest financial regret is.

Jirav will use the funds to further accelerate product development, broaden its customer base across small-medium businesses (SMBs), mid-market companies, and accounting firms while hiring talent to support its growth.

This release is the latest in Vic.ai’s end-to-end invoice processing solution, which uses AI to automate manually intensive AP tasks and elevate finance and accounting teams.

Just 43% of Americans say they are comfortable with the level of emergency savings they currently have, including 28% who are somewhat comfortable and 15% who are very comfortable.

In these roles, McManus and Arata will provide Grant Thornton’s private equity clients and their portfolio companies with comprehensive solutions that help drive organic and inorganic strategic growth.

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