Technology February 18, 2025
"We are unveiling our new brand to solidify our mission to build the best technology suite for wealth, estate planning, workflow automation and agentic AI for family offices,” said Dean Palmiter, co-founder and CEO of Asseta.
February 17, 2025
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November 12, 2018
Imports at the nation’s major retail container ports have slowed down from their pre-holiday peak but remain at unusually high levels as retailers continue bringing in merchandise before tariffs increase in January, according to the monthly ...
November 8, 2018
Many CEOs and entrepreneurs wrestle with this challenge, with both short- and long-term implications. Meanwhile, a disconnect develops between the CEO’s initial big-picture vision for the company and its seemingly sporadic execution toward those goals.
November 5, 2018
Fast and free shipping return as holiday shopper favorites, according to Deloitte’s 33rd annual "Holiday Survey" of consumer spending intentions and trends.
November 1, 2018
With the average shopper expected to spend $1,007 this holiday season, credit card debt on the rise, and 82% of people unaware how a common financing trick called deferred interest works, WalletHub today released its 2018 Deferred Interest Survey ...
November 1, 2018
On a scale of 1-100 with 1 representing the highest level of pessimism and 100 representing the peak of optimism, business owners’ overall business outlook is up six points since July from 65/100 to 71/100 and their confidence in the U.S. economy ...
October 29, 2018
Shoppers may be writing longer “nice” lists for gifts and gatherings this holiday season, according to Deloitte’s 33rd annual “Holiday Survey” of consumer spending intentions and trends.
October 29, 2018
The survey results show that while organizations are laser-focused on digital transformation and disruptive technologies, many leaders fail to also recognize the critical importance of protecting brand and reputation. Fewer than half the leaders ...
October 29, 2018
Twenty years ago, it took 5.5 years to save for a 20 percent down payment. Since then, home values have grown nearly twice as much as incomes have, increasing by 98.6 percent, while incomes have risen 52.6 percent. Home values have grown almost twice ...
October 29, 2018
Executives must develop new leadership capabilities in order to successfully manage their organizations today and in the future, according to a new study.
October 26, 2018
Events such as the hurricanes that recently hit Florida and the Carolinas can create major disruptions for businesses.
October 25, 2018
Continued growth and a strong economy have small business optimism reaching post-recession highs, particularly among male business owners, according to Capital One's (NYSE: COF) latest Small Business Growth Index, a biannual survey of 500 small ...
October 25, 2018
Despite widespread economic and business optimism among small business owners, many are feeling underappreciated by their banks. According to the J.D. Power 2018 U.S. Small Business Banking Satisfaction Study, just 37% of small business banking ...