Search Results for: tax preparation

Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
Artificial Intelligence Business Digital Featured Recommended Technology

Top 15 Business AI Tools For You

Pooja Choudhary
by Pooja Choudhary0
Technologies based on artificial intelligence (AI) have created a plethora of brand-new prospects for businesses of all sizes worldwide. There are several technologies that may enhance your company operations, whether you are a freelancer running a one-person operation or in control of several personnel. In this blog, I will be......
60 Percent of Consumers Turn to Fintech Apps Before Accountants as Digital Adoption Soars
Finance Fintech News

60 Percent of Consumers Turn to Fintech Apps Before Accountants as Digital Adoption Soars

Business Wire
by Business Wire0
Capterra research reveals that banking and payment apps are the most popular, but consumers still seek pros for more complex tasks Fintech apps have simplified financial management and their capabilities are expected to be amplified with AI. According to Capterra’s 2023 Fintech Survey of over 870 consumer fintech users, 60% of respondents......
Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners
Investment Services News

Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners

PR Newswire
by PR Newswire0
Broad-based investor group shares a commitment to provide the highest standard of financial care to clients and continue to invest in the Mercer Advisors platform Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) of approximately $48 billion as of April 30th, 2023, announced that it is expanding......
Role of Back-office Automation Software In Insurance And Mortgage Industry
Banking Commerce Featured Fintech Primers InsurTech Mortgage

Role of Back-office Automation Software In Insurance And Mortgage Industry

Pooja Choudhary
by Pooja Choudhary0
This is a piece with impeccable data sanity along with a combination of a few interesting splices and dices of information for a data geek like me. What’s the lesson here? Let’s scroll down. This exciting digital world, and the speed at which technology is being adopted, are enabling the......
How To Choose The Best Payment Gateway For Your Business
Digital Payments E-commerce Featured Technology

How To Choose The Best Payment Gateway For Your Business

Pooja Choudhary
by Pooja Choudhary0
Types of payment gateways Payment gateways come in five different categories. Local bank integration gateways: These gateways direct customers to the retailer’s website, where they may enter and exchange all of their payment and contact information. The customer will return to the merchant’s website after the payment has been processed......
Mercer Advisors Acquires Vintage Financial Services
Finance News

Mercer Advisors Acquires Vintage Financial Services

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with......
Autonomy Launches Month-to-Month Auto Insurance as Part of Subscription Bundle in Partnership With Liberty Mutual Insurance
InsurTech News

Autonomy Launches Month-to-Month Auto Insurance as Part of Subscription Bundle in Partnership With Liberty Mutual Insurance

Fintech News Desk
by Fintech News Desk0
Autonomy, the nation’s largest electric vehicle subscription company, introduced a completely digital, month-to-month auto insurance product into the Autonomy subscription bundle, in partnership with Liberty Mutual Insurance, the sixth-largest global property and casualty insurer. Latest Fintech News: Mecobit Starts New Era in Solar Powered Cryptocurrency Mining Auto insurance coverage is now......
Foresters Financial Announces 4.75 Percent UL Crediting Rate, One of the Highest Rates Industry Wide
InsurTech News

Foresters Financial Announces 4.75 Percent UL Crediting Rate, One of the Highest Rates Industry Wide

Fintech News Desk
by Fintech News Desk0
Foresters Financial the fraternal life insurer that’s boldly redefining the life insurance industry through innovation, purpose and wellness, today announced that the non-guaranteed crediting rate on its SMART Universal Life Insurance (“SMART UL”) [1]  will increase from 4.50 percent to 4.75 percent across new and many in-force certificates. This increase positions SMART......
Mercer Advisors Acquires Fure Financial Corporation
Finance News

Mercer Advisors Acquires Fure Financial Corporation

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc. a national Registered Investment Adviser (RIA), announced the acquisition of Fure Financial Corporation (“Fure Financial”). Fure Financial is a respected wealth management firm headquartered in Bloomington, Minnesota, serving approximately 300 clients with assets under management (AUM) of approximately $260 million. Fure Financial was founded in 1985 by......
1