Preparing to raise a round of funding is one of the most important tasks every founder has to do. Compiling a deck, a teaser, and an executive summary requires a thorough understanding of a startup’s ...

Mara Garcia is the CFO of Phonexa, an all-in-one marketing solution for calls, leads, clicks, email, SMS, accounting and more. The new year brings businesses new goals and lofty expectations. Before ...

Think strategically and stress-test your financial models when making decisions to expand your franchise. In one of my previous roles, I had the opportunity to be involved with a company that was a ...

Creating a financial plan is essential for achieving your long-term goals. This guide will walk you through the steps to ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. Suzanne is a content marketer, writer, and fact-checker. She holds a ...

Reading, writing, arithmetic ... and finance? Teaching kids about financial concepts and prudent decision-making can help them become financially proficient adults and deserves a spot alongside early ...

Financial advisors aren’t only for the very wealthy. People in all sorts of financial situations can benefit from professional financial planning services. Whether you need to come up with a saving ...

As the financial industry continues to evolve at a rapid pace, preparing for a career in finance requires more than just theoretical knowledge. It’s essential to learn new ways to apply technology and ...

Model ML Inc., a provider of artificial intelligence software for investment professionals, has raised $75 million in funding to support its growth efforts. The startup disclosed today that investment ...

Italy’s wealth management market is transforming as rising HNWI and UHNWI wealth, generational shifts and AI reshape client ...

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential questions Written By Written by Staff Senior Editor, Buy Side Miranda ...