Search Results for: tax management

Callahan Financial Planning Opens San Francisco Financial Advisory Office
Fintech Investment Services News

Callahan Financial Planning Opens San Francisco Financial Advisory Office

Fintech News Desk
by Fintech News Desk0
Callahan Financial Planning, a fee-only independent personal financial planning and investment management firm with offices throughout the Bay Area, has announced its latest expansion with the addition of a financial advisory office in San Francisco, CA. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor......
Janus Henderson Investors to Reopen U.S. Direct Business Channel to New Investors
Business Fintech Investment Services News

Janus Henderson Investors to Reopen U.S. Direct Business Channel to New Investors

Fintech News Desk
by Fintech News Desk0
Janus Henderson Investors announced it has plans to reopen Class D shares of its U.S. mutual funds through the firm’s Direct Business Channel. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention Software In July 2009, Class D Shares were closed to......
Satori Capital Invests in Faraday Capital
Business Fintech Investment Services News

Satori Capital Invests in Faraday Capital

Fintech News Desk
by Fintech News Desk0
Satori Capital, a Texas-based investment firm founded on the principles of conscious capitalism, announced an investment and acceleration partnership with Faraday Capital, L.P. Satori, a multi-strategy firm with more than $1 billion in assets under management (“AUM”), completed the $10 million investment as part of its Satori XL Partnership Program,......
Steward Partners Welcomes New Advisory Team in New York
Business Fintech News

Steward Partners Welcomes New Advisory Team in New York

Fintech News Desk
by Fintech News Desk0
New $220 Million Duo Continues the Firm’s Strong Growth This Year Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced that the Reservoir Road Financial Group has joined the firm in New York City. Read More: bitFlyer: Confidence in......
Ex-BlackRock Real Estate Investor Joins Liquefy Advisory Board
Fintech News

Ex-BlackRock Real Estate Investor Joins Liquefy Advisory Board

Fintech News Desk
by Fintech News Desk0
Liquefy is pleased to announce the appointment of Jerome Chung to its Advisory Board. Jerome brings a wealth of knowledge and expertise from real estate, asset management and finance. He is passionate about nurturing and supporting the growth of the next generation of industry leaders. Having gained significant traction over......
Ivalua Launches Innovations to Improve Sourcing Decisions, Savings Capture and Supply Chain Visibility
Fintech News

Ivalua Launches Innovations to Improve Sourcing Decisions, Savings Capture and Supply Chain Visibility

Fintech News Desk
by Fintech News Desk0
Ivalua, a leading provider of global spend management cloud solutions, announced the general availability of its new platform release 166. The release features a broad array of innovations to empower customers to better manage their spend and suppliers. Innovations focus on supporting smarter and faster decisions around supplier relationships and sourcing......
AST Private Company Solutions Links with Liquidity Financing Investment Fund Liquid Stock
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AST Private Company Solutions Links with Liquidity Financing Investment Fund Liquid Stock

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) introduced a new strategic partnership with Liquid Stock, the venture capital-like investment fund providing bespoke liquidity solutions to pre-IPO companies, their investors and employees. Shareholders and CFOs using PCS’s new Astrella™ capitalization (cap) table and ownership data management platform will now be able to......
Google Widevine Adds Intertrust whiteCryption for Tamper Resistance
Fintech News

Google Widevine Adds Intertrust whiteCryption for Tamper Resistance

Fintech News Desk
by Fintech News Desk0
Intertrust announced that its subsidiary, whiteCryption, has been selected by Google to provide tamper resistance and application shielding for selected media services on the Google Widevine DRM platform. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention Software Intertrust announced that its......
Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline
Fintech News

Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline

Fintech News Desk
by Fintech News Desk0
Riskalyze announced general availability for four major enhancements to its product lineup in light of the rapidly approaching June 30 effective date of the SEC’s Regulation Best Interest. The new lineup of compliance-optimized features include: Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention......
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