Search Results for: investment planning

Bit Digital Announces Strategic Investment in Auros Global Limited
Digital Asset Management Investment Services News

Bit Digital Announces Strategic Investment in Auros Global Limited

PR Newswire
by PR Newswire0
Bit Digital, Inc., a digital asset mining company headquartered in New York, is pleased to announce a strategic investment in Auros Global Limited. Auros is a leading crypto-native algorithmic trading and market making firm that delivers best-in-class liquidity for exchanges and token projects. This strategic investment advances Bit Digital’s goal to......
SaS an Actuarial Modeling and Financial Planning Systems Leader, Says Chartis
Analytics News Risk Management

SAS an Actuarial Modeling and Financial Planning Systems Leader, Says Chartis

PR Newswire
by PR Newswire0
Report highlights elevated insurance risk offerings with powerful asset-liability management capabilities As inflation and interest rates surge alongside evolving regulation, analytics offer a compass for regulators, (re)insurers and their clients navigating nebulous outlooks. Amidst turbulent market conditions, independent research firm Chartis declared analytics giant SAS a RiskTech Quadrant Leader in......
Centurion Invest Expansion Plans Boosted By Gem Digital’s $25 Million Investment Commitment
Digital Payments Investment Services News

Centurion Invest Expansion Plans Boosted By Gem Digital’s $25 Million Investment Commitment

PR Newswire
by PR Newswire0
Centurion Invest, the global  ecosystem for financial and payment solutions, has announced that GEM Digital Limited (GEM), a Bahamas-based digital asset investment firm that sources, structures and invests in utility tokens listed on over 30 CEXs and DEXs globally, has agreed to an investment commitment of US$25 million into the......
Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments
Finance Investment Services News

Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments

Business Wire
by Business Wire0
Company shares five tax-efficient strategies to consider as part of a holistic financial plan As consumers focus on filing their taxes and spending those returns, a new study reveals a need for increased awareness around tax-efficient financial strategies. Lincoln Financial Group’s Consumer Sentiment Tracker reports that only 2% of Americans can correctly......
Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom
Finance News

Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom

Business Wire
by Business Wire0
Wealth management business is part of evolution to deliver integrated advisory1, planning, and investment services across people’s full financial lives Empower, a titan of the retirement planning industry, has announced its ambitious expansion in consumer wealth management with the launch of its Personal Wealth division to make money management simpler,......
Excalibur Investment Banking Advises Salas O’Brien on its Partnership with Plus Group
Banking News

Excalibur Investment Banking Advises Salas O’Brien on its Partnership with Plus Group

Business Wire
by Business Wire0
Excalibur Investment Banking is pleased to announce that Plus Group and Salas O’Brien have joined forces as engineering leaders in the manufacturing sector. Together, the firms will partner with clients to advance society and improve communities through expertise in manufacturing, industrial, chemicals, pharmaceutical, food & beverage, and agribusiness. “For 27......
Kyriba Partners with Jiko to Enhance its Marketplace with Direct Access to T-Bills Through a New Investment Application
Cloud Finance News

Kyriba Partners with Jiko to Enhance its Marketplace with Direct Access to T-Bills Through a New Investment Application

Business Wire
by Business Wire0
Kyriba Corp, a global leader in cloud-based finance and IT solutions, and Jiko, a vertically integrated financial institution which offers its clients real-time programmatic access to the yield and safety of T-bills, announced a strategic partnership, whereby Kyriba’s customers will be able to leverage Jiko’s flagship Money Storage product directly from Kyriba’s......
Hightower Makes Strategic Investment in Bickling Financial Services
Investment Services News

Hightower Makes Strategic Investment in Bickling Financial Services

Fintech News Desk
by Fintech News Desk0
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families Hightower announced it has made a strategic investment in Bickling Financial Services, Inc., a Lexington, Massachusetts-based registered investment advisor (RIA) with approximately $625 million in assets under management and......
Featured Finance Fintech Primers

Why Is Financial Planning Important?  

Pooja Choudhary
by Pooja Choudhary0
What Is Financial Planning?   Financial planning is a model whereby planning for the future is done, specifically around how one will manage the finances and prepare for all of the potential expenses that may arise. The process involves analyzing the current financial situation and thereby identifying the goals and then......
UNest Partners with Zogo Finance to Help Families Jumpstart Their Financial lives
Fintech News

UNest and Wealth Announce Strategic Partnership to Market Financial and Estate Planning Tools

Fintech News Desk
by Fintech News Desk0
Partnership brings together two category leaders that share a focus on helping families and individuals address the financial requirements of key life stages  UNest, a leading fintech company that makes it easier than ever for parents to invest in their kids’ future, announced that they have partnered with Wealth, an......
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