Search Results for: tax management

Ryan Hires Holly Reed as Principal and Practice Leader of the U.S. Advocacy Services Practice
Fintech News

Ryan Hires Holly Reed as Principal and Practice Leader of the U.S. Advocacy Services Practice

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced that Holly Reed has joined the Firm as Principal and Practice Leader of the U.S. Advocacy Services practice, based in the Dallas, Texas office. Ms. Reed brings almost 30 years of proven experience in government affairs, public policy, community and......
Citi Upgrades Data Service Platform to Enhance Efficiency for Securities Services Clients
Fintech Funding Investment Services News

Citi Extends Fund Accounting Services to UK Investment Trusts

Fintech News Desk
by Fintech News Desk0
Citi announced that it enhanced its UK fund servicing capabilities to include valuation, accounting, tax computation and filing, and reporting for investment trusts. There are approximately 350 investment trusts in the UK with £186 billion in assets under management1. “Investment trusts are an important vehicle for UK asset managers,” said......
Blockchain Cryptocurrency Investment Services News

12 Peers Invests in ShareRing (SHR), Marking the Firm’s First Investment Into the Digital Asset Space

Fintech News Desk
by Fintech News Desk0
The ShareRing management team has successfully executed gig-economy applications for mobility rentals and travel. Their latest venture, the ShareRing app is focused on the fragmented $7 Trillion travel economy and integrates travel documents and itineraries into an all-in-one travel platform. 12 Peers Capital, the Cayman Islands based broker-dealer and capital......
Wolters Kluwer adds CCH Axcess™ AutoCheck to its integrated audit solution set
Fintech News

Wolters Kluwer Unveils Its Global Touchstone Research for Internal Audit

Fintech News Desk
by Fintech News Desk0
Touchstone Maturity Model helps chief audit executives assess and plan the development of their functions to better serve their organizations Wolters Kluwer today announced its comprehensive, global Touchstone Research for Internal Audit study to provide internal audit professionals and their organizations an in-depth view into the state of the internal audit function. Offering......
Fintech News

Laybuy Secures £80 Million Debt Facility from Victory Park Capital

Fintech News Desk
by Fintech News Desk0
Laybuy, a global leader in ‘Buy Now, Pay Later’ (BNPL) technology, announced today that it has secured a £80 million debt facility from Victory Park Capital (“VPC”), a leading global alternative investment firm. With plans for continued international expansion, the funding from VPC will fuel Laybuy’s growth in the UK. “In......
SmartHealth PayCard™ Helps To Take the Bite Out of Costly Veterinary Care
Business InsurTech News

SmartHealth PayCard™ Brings Convenient Healthcare Payment Solution to the GoAskJay Marketplace

Fintech News Desk
by Fintech News Desk0
The economic downturn caused by COVID-19 has left millions of Americans unemployed, with many searching for health insurance and the means to pay for out-of-pocket healthcare costs. SmartHealth PayCard, LLC,™ a healthtech payment solutions leader, and GoAskJay, an innovative new on-demand insurance marketplace, are teaming up to provide a path......
Business News

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

Fintech News Desk
by Fintech News Desk0
New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020 Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new FA Insight benchmarking research from TD Ameritrade......
Mobile Banking Trading

Fidelity Launches Fidelity Spire – Free Innovative Mobile App That Helps Young Adults Achieve Their Money Goals

Fintech News Desk
by Fintech News Desk0
Fidelity Helps Keep More Money in Your Pocket: App Referral Bonus on Sign-Up, Plus Simple Subscription-Based Price with Robo Advisor New App Further Differentiates the Industry-Leading Value Fidelity Offers Via Zero Commission Online Trading*, Zero Account Fees, Zero Account Minimums, Zero Investment Minimums, Zero Expense Ratios Index Funds Read More: Celsius......
Business Fintech News

Schwab Launches New Community Services Program, Introduces Virtual Volunteering & Giving for Employees to Give Back, Stay Connected

Fintech News Desk
by Fintech News Desk0
Continuing its long-standing culture of service and commitment to community, Charles Schwab today announced the launch of a new virtual volunteering and giving program called CommUNITY 2020, which delivers new ways for employees to serve their communities during the COVID-19 pandemic. Regardless of where employees are working, they now have......
Fintech News

On Tap Credit Union® Names Laurie Jensen Senior Director of Member Engagement and Retail Delivery

Fintech News Desk
by Fintech News Desk0
Jensen, a 25+ year veteran in the Credit Union industry, brings innovative leadership along with strong project and change management expertise On Tap Credit Union®, a leader in providing consumers in local Colorado communities with innovative financial solutions for more than 60 years, is excited to welcome Laurie Jensen as......
1