Key financial steps for the end of the year

Strauss/curtis | The Image Bank | Getty Images Early in the fourth quarter is an ideal time to tackle some financial planning tasks that set you up for success for the rest of the year — and into 2026.  “It’s absolutely a great time to do that,” said Dan Moisand, a certified financial planner and…

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Activist Irenic builds a stake in Workiva, hoping to gain two board seats

Company: Workiva (WK) Business: Workiva is a provider of cloud-based reporting solutions that are designed to solve financial and non-financial business challenges at the intersection of data, process and people. The company offers its unified software-as-a-service, or SaaS, platform that brings customers’ financial reporting; environmental, social and governance (ESG); and governance, risk and compliance (GRC)…

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