The Latest

There are ways to keep cash balances fully insured and fully liquid — and brokered deposit programs may not be one of them.

Kathy Perrotte is CEO and co-founder of ActiveViam.

Choosing the right strategy can lead to more clients and achievement of a firm's goals.

Moody's upgraded the firm's debt rating, but rivals are likely to pounce if service from the corporate office deteriorates during a complex and lengthy transition.

Sarah Blair is the SVP Customer Engagement Operations at Solera. She is a transformational leader with over a decade of experience working within the intricacies of Operations, Quality and Workforce Management. Driven by her passion to seamlessly integrate technology and process, she takes pride in providing best-in-class service delivery products. Sarah has enjoyed helping organizations improve in the Financial, Healthcare, Insurance and Oil sectors. 

Financial and accounting teams are inundated by new data streams that accompany hybrid work on a global scale.

Isaac Saft is the founder and CEO of Blue dot. Prior to Blue dot, he was the founder and CEO of KCS, a company providing a solution for internal audit and SOX risk management and FDA compliance.