ConsumerAffairs

Financial advisors losing access to clients’ Fidelity 401(k) accounts

Fidelity Investments has introduced a new policy restricting financial advisors’ ability to access or manage clients’ 401(k) ...

Fidelity customers lose 401(k) access. Some call it a 'mind-boggling' power grab. But the company says it's about safety

Brenden Gebben, CEO of Absolute Capital, also spoke with USA Today and said that his company has an agreement with Fidelity ...

ClearPath CFO Advisory Announces Expanded Access to Accounting Services for Small and Mid-Sized Businesses

ClearPath CFO Advisory, a financial management firm specializing in bookkeeping, accounting, and advisory solutions, has announced the expansion of its accounting services for small and mid-sized ...
The Journal

Sharpen your financial management acumen

Results of a recent Pinion survey show that building financial management acumen is high on the list for farmers and ranchers. That only makes sense. With today’s thin profit margins, it doesn’t take ...

Entrust Named in the 2025 Gartner(R) Magic Quadrant(TM) for Access Management

Gartner, "Magic Quadrant for Access Management," Brian Guthrie, Nathan Harris, Yemi Davies, Steve Wessels, 11 November 2025. GARTNER is a registered trademark and service mark, and MAGIC QUADRANT is a ...
Forbes

The Present And Future Of Financial Planning And Analysis (FP&A)

In today's dynamic business landscape, effective financial planning and analysis (FP&A) has become an indispensable function for organizations seeking to thrive amid uncertainty and complexity. FP&A ...

Confluence Financial Partners Featured on Public Television Documentary All Access with Andy Garcia

Confluence Financial Partners, a Pittsburgh based wealth management firm, is proud to announce its feature in the public television documentary All Access with Andy Garcia. The segment will showcase ...

Global Financial Inclusion Index: Which countries offer the best access to financial services?

Switzerland and the Nordic countries offer the best access to useful and affordable financial products and services that meet people’s needs in Europe. The UK ranks highest among the top five ...
Business Wire

Access Point Financial Successfully Completes $1.1 Billion Hospitality Loan Refinancing with ATLAS SP Partners

ATLANTA--(BUSINESS WIRE)--Access Point Financial (APF), a $3.0 billion real estate private credit firm focused on the hospitality industry, today announced the successful refinancing of $1.1 billion ...
Business Wire

Access, a Leader in Information Management Services, to Significantly Accelerate Its Digital Solutions Strategy with Acquisition of Triyam, an Innovative Data and Software Business

This acquisition marks a major milestone for Access as it continues to rapidly expand its platform to address critical data and records management needs. Triyam complements Access’ robust records ...