Search Results for: investment planning

Planful Announces Speakers For Its Upcoming Virtual Tour
Fintech News

Planful Announces Speakers For Its Upcoming Virtual Tour

 Planful Inc. (formerly Host Analytics), a leading financial planning and analysis (FP&A) cloud platform provider, today announced the keynote and customer speakers for its upcoming Planful Virtual Tour, taking place Tuesday, May 19, to Thursday, May 21. Keynote sessions will feature R “Ray” Wang of Constellation Research; Tim Zue, CFO of The Boston Red Sox; Randy......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
eCapital Corp. Names Charles Sheppard as Chief Operating Officer
Investment Services News Risk Management Trading

Tim Draper, Kelly Rodriques, Greg Kidd, and Others Discuss COVID-19 VC Issues at Virtual Investor Conference

Karim Nurani
In the midst of the current COVID-19 pandemic, there have been ongoing fluctuations in the stock market as well as the economy around the globe. Many investors are second-guessing decisions during these uncertain times but now isn’t the time to panic. Right now, we’re seeing different markets perform extremely well......
Kasasa Partners with NYDIG to Provide Bitcoin Wallet Capabilities to Community Financial Institutions
Banking Fintech News

Kasasa Study Finds Most U.S. Consumers Want Total Digital Financial Experience

Fintech News Desk
A recent consumer study commissioned by Kasasa revealed that majority of consumers (79%) find it important to have a complete digital experience when selecting a financial institution, highlighting online and mobile technology’s influence in attracting and retaining customers. The 2020 study was conducted online by The Harris Poll on behalf of Kasasa,......
Income Tax Planner From Bloomberg Tax & Accounting Reflects Most Recent COVID-19 Relief Legislation
Fintech Fintech Funding News

Income Tax Planner From Bloomberg Tax & Accounting Reflects Most Recent COVID-19 Relief Legislation

Fintech News Desk
Bloomberg Tax & Accounting announced updates to its Income Tax Planner software to incorporate the changes affecting income tax from the recently passed Coronavirus Aid, Relief, and Economic Security (CARES) and Families First Coronavirus Response Acts. Read More: Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility The......
8 Ways in Which Optimized Point of Delivery Payment Apps Will Change the Face of Logistics
Fintech Guest Posts

8 Ways in Which Optimized Point of Delivery Payment Apps Will Change the Face of Logistics

Darren Chan
Money, money, money, must be funny in the rich man’s world—that’s how the song by ABBA goes. If you own a transportation company, you’re already familiar with the proof of delivery (POD). It’s a document that proves the customer received the goods you sent. And it can be either a......
Kaufman Hall and Hagerty Consulting Establish a Partnership to Help Healthcare Organizations Navigate and Implement COVID-19 Recovery Strategies
Business Fintech News

Kaufman Hall and Hagerty Consulting Establish a Partnership to Help Healthcare Organizations Navigate and Implement COVID-19 Recovery Strategies

Fintech News Desk
Kaufman Hall, a leading provider of healthcare strategic financial planning and other consulting solutions, and Hagerty Consulting, an emergency management and homeland security consulting firm, announced a partnership to help healthcare organizations understand the financial impact of the COVID-19 pandemic and implement disaster cost recovery strategies. This new partnership brings......
Investment Services News Risk Management

ECA Partners Announces Survey on the Impact of the Economic Downturn on Private Equity

Fintech News Desk
ECA Partners announced the survey results of over 100 Private Equity (PE) professionals on how the COVID-19 downturn is impacting their strategic priorities. Selected findings include: source: ECA Partners PE investors are, on average, spending 47% of their uninvested funds to strengthening existing portfolio companies, a 7% increase 27% of PE......
Capital Markets Fintech Investment Services News

LINQTO Presents Virtual Investor Conference, Digital Opportunities Amid COVID-19

Fintech News Desk
Virtual event gathering investors and founders to trade in real-time on a mobile app Linqto, a leader in liquidity for the private sector, is proud to present the inaugural Virtual Investor Conference on April 29, 2020, from 8 am – 5 pm PT. Utilizing their virtual platform, Keiretsu Connect, they are doing their part during......
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