Search Results for: content management

Creative Planning Acquires Reilly Financial Advisors
Finance News

Creative Planning Acquires Berno Financial Management

Fintech News Desk
by Fintech News Desk0
Cincinnati, Ohio Firm Has Over $300 Million in AUM Creative Planning Inc., one of the nation’s largest Registered Investment Advisers, announced the acquisition of Berno Financial Management, which has a total of over $300 million in assets under management. Berno was founded by Bruce J. Berno, CFP in 1993 and has helped......
IFS Retains Status As a Leader In IDC MarketScape For Worldwide Manufacturing Field Service Management
Artificial Intelligence Digital Asset Management News

IFS Retains Status As a Leader In IDC MarketScape For Worldwide Manufacturing Field Service Management

Fintech News Desk
by Fintech News Desk0
Additionally, IFS was recognized for its end-to-end offering, culture of innovation, and industry-specific domain expertise IFS, the global cloud enterprise software company, announced that it has retained its position in the Leaders category in the IDC MarketScape: Worldwide Manufacturing Field Service Management Applications 2021-2022 Vendor Assessment. The company attributes its......
Voya Investment Management Completes Acquisition of the Investment Advisory Business of Tygh Capital Management
Investments News

Voya Investment Management Completes Acquisition of the Investment Advisory Business of Tygh Capital Management

Fintech News Desk
by Fintech News Desk0
Voya Investment Management, the asset management business of Voya Financial, Inc., has completed its previously announced acquisition of the investment advisory business and certain other assets of small-cap growth specialist Tygh Capital Management (TCM). “I’d like to welcome the entire TCM team to Voya” Founded in 2004 in Portland, Oregon, TCM......
MAI Capital Management Acquires Monarch Business & Wealth Management
Investments News

MAI Capital Management Acquires Monarch Business & Wealth Management

Fintech News Desk
by Fintech News Desk0
The acquisition, which also includes strategic partner Regal Wealth Management, expands MAI’s nationwide presence while adding to its Sports + Entertainment Division MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired New York Based......
IRIS Software Group Acquires AccountantsWorld to Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based PayrollIRIS Software Group Acquires AccountantsWorld to Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based Payroll
Digital Payments News

IRIS Software Group Acquires Accountants World To Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based Payroll

Fintech News Desk
by Fintech News Desk0
IRIS Software Group (IRIS), a leading global software provider of accountancy solutions, is announcing it has acquired Accountants World, a pioneer in cloud solutions for accountants in North America. Latest Fintech Insights: Newmark Announces Agreement with Leading Commercial Real Estate Services Group in Poland The acquisition of Accountants World is a......
CurrencyWorks Announces US$500,000 Strategic Financing Led By Management
Digital Payments Finance News Stock Market

CurrencyWorks Announces US$500,000 Strategic Financing Led By Management

Fintech News Desk
by Fintech News Desk0
CurrencyWorks Inc., a blockchain pioneer, NFT, and digital payment provider, announced that the Company intends to complete a non-brokered private placement pursuant to Section 4(a)(2) of the Securities Act of 1933 or Regulation S under the Securities Act of 1933, as applicable, pursuant to which the Company plans to sell......
SmartStop Asset Management Completes Successful Liquidity Event for DST Investors, Delivers 143% Total Return
Investment Services News

SmartStop Asset Management Completes Successful Liquidity Event for DST Investors, Delivers 143% Total Return

Fintech News Desk
by Fintech News Desk0
SmartStop Asset Management affiliate Strategic 1031 Properties announced the sale of the Class A student housing property, YOUnion@Reno, located in Reno, Nevada. SmartStop, through its subsidiary that serves as asset manager, facilitated the sale of the property on behalf of Reno Student Housing DST, a Delaware statutory trust that is one of......
State Investment Management Agency Grants Funding to Utenos Trikotažas
Finance News

State Investment Management Agency Grants Funding to Utenos Trikotažas

Fintech News Desk
by Fintech News Desk0
SBA Group company Utenos Trikotažas and the State Investment Management Agency (VIVA), which manages the Business Assistance Fund, have signed a financing agreement worth EUR 2.8 million. The fund will purchase the company’s bonds for EUR 2.3 million and will provide another EUR 500 thousand in the form of a......
Optimizely Launches Integrated B2B Commerce & Content Cloud Solution
B2B Commerce News

Optimizely Launches Integrated B2B Commerce & Content Cloud Solution

Fintech News Desk
by Fintech News Desk0
Integration enables businesses to deliver optimal digital experiences across all audiences and improve collaboration for marketers Optimizely, leading digital experience platform (DXP) provider, announced it is launching an integrated version of its B2B Commerce Cloud and Content Cloud products. The integration allows these two industry-leading products to be easily implemented together, enabling brands to......
Morningstar to Acquire Wealth Management Platform Provider Praemium's UK and International Business
Investments News

Morningstar to Acquire Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth management platform brings advisers choice and efficiency, enabling better advice for investors Morningstar and Praemium Limited have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to......
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