Search Results for: advisor marketing

Jayme Fishman Joins Avalara as Executive Vice President of Corporate Development
Business Fintech News

Jayme Fishman Joins Avalara as Executive Vice President of Corporate Development

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the appointment of tax technology and consulting veteran Jayme Fishman as its new executive vice president of corporate development. His responsibilities include overseeing the company’s mergers and acquisitions (M&A) strategy and managing the acquisitions process......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech News

Grow Capital, Inc Acquires Second FinTech Company: Public Employee Retirement Assistance

Fintech News Desk
by Fintech News Desk0
Public Employee Retirement Assistance utilizes technology to pair public employees with retirement specialists Grow Capital, Inc (OTCPK:GRWCD) (GRWCD) today announced that it has executed a stock exchange agreement to acquire Public Employee Retirement Assistance, LLC (PERA). GRWCD will acquire 100 percent of the ownership interests of PERA, a third-party marketing......
Fintech News

Tom Piercy Named President, Enterprise Business Development, Incenter

Fintech News Desk
by Fintech News Desk0
Move positions Incenter to become transformational force in lending and specialty finance Incenter, a Blackstone Portfolio Company that helps mortgage lenders and specialty finance providers lead their markets, announces the appointment of Tom Piercy as President, Enterprise Business Development. Mr. Piercy, who also remains Managing Director of Incenter Mortgage Advisors,......
GoHealth's Encompass Platform Drives Value-Based Care Engagement to Improve Health Outcomes
Fintech InsurTech News

GoHealth’s Encompass Platform Drives Value-Based Care Engagement to Improve Health Outcomes

Fintech News Desk
by Fintech News Desk0
GoHealth, a leading health insurance marketplace, announced its proprietary Encompass Platform will double down on the value-based care model as a key component in the future of Medicare Advantage care delivery. GoHealth’s Encompass Platform is a digital health solution that connects consumer insights and essential functions across the customer journey......
PFS & EML Payments Primed to Assist Governments & NGOs With Coronavirus Payment Disbursement Requirements
Business News

Ascensus Launches READYSAVE™ Retirement Mobile App

Fintech News Desk
by Fintech News Desk0
New App Will Leverage Behavioral Prompts and Situational Guidance to Help Drive Better Retirement Outcomes  Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—has launched READYSAVE™, its retirement mobile application. READYSAVE was developed on Ascensus’ proprietary technology platform for use across the firm’s various institutional partners......
BlackLine Reveals CEO Succession Plan
Fintech News Robotic Process Automation

BlackLine Reveals CEO Succession Plan

Fintech News Desk
by Fintech News Desk0
President & COO Marc Huffman appointed CEO as of Jan. 1st, 2021; Founder Therese Tucker to serve as executive chair(BlackLine ) Accounting automation software leader BlackLine, announced that the board of directors has elected Marc Huffman as chief executive officer, effective January 1st, 2021.  Mr. Huffman currently serves as president and chief operating officer.  Therese Tucker,......
CPA.com and Jirav Launch Strategic Partnership
Business News

AICPA and CPA.com Announce All-Virtual Digital CPA Event This Year

Fintech News Desk
by Fintech News Desk0
Acceleration of Change is Overarching Theme of Dec. 8 Forum Digital CPA, an event hosted by the American Institute of CPAs (AICPA) and its business and technology arm, CPA.com, will focus this year on change management, successful deployment of distributed teams and technological innovation in the accounting profession. Read More: Bank......
Fintech Funding News

MV Index Solutions Acquires BlueStar Indexes

Fintech News Desk
by Fintech News Desk0
Leveraging global capabilities, deep indexing experience and broader product set Today, MV Index Solutions GmbH (MVIS®) announced the acquisition of BlueStar Indexes® (BlueStar®), a research-driven provider of indices and financial data focused on serving the needs of innovative ETF issuers, index fund sponsors and asset managers around the world. With this transaction, two leading......
Business News

Franklin Templeton Appoints Jeff Masom to Head of US Distribution

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the appointment of Jeff Masom, CFA®, as Head of US Distribution, overseeing US retail and institutional distribution, including US marketing and product strategy, reporting to the recently announced Head of Global Distribution, Adam Spector. Masom will join the firm August 31, 2020 and be based in Baltimore,......
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