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Financial Planning Technology

BakerHostetler

[Podcast] Legacy Management – Creating Tailwinds for the Successful Family

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Partner Jon Forster and Of Counsel John DeStefano will discuss legacy management and how to optimize client outcomes for successful families by using artificial intelligence and BakerHostetler’s fintech application, FinClar....more

Ankura

5 Strategies for a Future-Proof CFO: Leading Finance in a Dynamic Business Environment

Ankura on

The office of the chief financial officer (CFO) is a revolving door – as of Q1 2024, CFO turnover has reached the highest level in three years, now only sitting on the hot seat between two and five years. The CFO role has...more

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