Financial Planning Technology Conference

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Oracle CEO pledges NetSuite expansion at user conference - Accounting Today
ERP (Enterprise Resource Planning) System, ERP Software, Cloud ERP - NetSuite NetSuite.

USA Technologies, Inc. (USAT) EPS Estimated At $0.01 - KL Daily
Monarch Asset Management Limited Liability owns 0.04% invested in USA Technologies , Inc. (NASDAQ:USAT) for 100,590 shares. ... Mark Sheptoff Financial Planning Ltd Liability Com stated it has 20 shares or 0% of all its holdings. ... by: Globenewswire.

Medidata to Present at Citi 2017 Global Technology Conference - Business Wire (press release)
NEW YORK--(BUSINESS WIRE)--Medidata (NASDAQ:MDSO), the leading global provider of cloud-based technology and data analytics for clinical research, today announced that Mike Capone, chief operating officer, and Rouven Bergmann, chief financial officer.

AdvisoryWorld to Exhibit New Lead Generation Tool Acquire at XY Planning Network Annual Conference
LOS ANGELES - Aug. 24, 2017 - PRLog-- AdvisoryWorld (, a leading software provider for financial advisors, today announced that they will be attending the annual XY Planning Network Conference on August 28-31, 2017, in Dallas.

How Riskalyze Won The Hearts Of Financial Advisors And Upgraded The Advice Industry
Financial advisors have been trying to claw out of the age of spreadsheets for decades. Now, financial technology is presenting the financial ... I met him at a conference, showed him the product and he just loved it. It was still in beta, so he had.

LPL Financial Announces Second Quarter 2017 Earnings Release Date and Conference Call - GlobeNewswire (press release)
LPL is one of the fastest growing RIA custodians and the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2017), and the firm and its financial advisors were ranked No. ... The Company provides.

President Donald J. Trump Announces Intent to Nominate Personnel to Key Administration Posts - The White House (blog)
Mr. Masso is a highly decorated Naval Officer who is the founder and president of Flagship Connection, a consulting company focused on business development, strategic planning , and operations analysis in the areas of missile defense, cyber security.

xG Technology Reports Second Quarter and First Half 2017 Results and Conference Call - Markets Insider
We use the above-noted non-GAAP financial measures for planning purposes and to allow us to assess the performance of our business before including the impacts of the items noted above as they affect the comparability of our financial results.

Coming up: Media2020 and Public Broadcasters International Conferences in Romania - Asia Radio Today
Panelists include KoDae-young, President KBS, Korea, Hubert T. Lacroix, President and CEO CBC/Radio Canada, Prof. Dr. Albrecht Hesse, Legal Director, Bayerischer Rundfunk, Germany and Eric J. Wolf, Vice President, Technology Strategy & Planning ,&nbsp.

Robos get the press, but advisor tech is getting the money - Financial Planning
There are millions of VC and private equity dollars circling the advice industry. And it wants to fund technologies that will simplify the work of advisors or expand the reach and understanding of financial institutions. Take the $140 million in.