Search Results for: Income

Phoenix American Financial Services Announces New Client Partnership with Forum Partners
Banking Business News

Phoenix American Financial Services Announces New Client Partnership with Forum Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its industry leading investor services platform. Forum will benefit from Phoenix American’s combination of advanced technology, focus......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
Ryan Promotes Eight to Principal in Three Practice Areas
Banking Business

Ryan Promotes Eight to Principal in Three Practice Areas

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced it has promoted eight individuals to the leadership role of Principal: Michael Abbatemarco, Property Tax Commercial Landon Julius, Sales and Use Tax John Minogue, Property Tax Commercial Teresa Sharp, Property Tax Commercial Vance Shull, Property Tax Commercial Jamie Sieffert, Property Tax Commercial Samuel Tae, International Income Tax......
Knights Of Columbus Launches New Life Insurance Product
InsurTech News

Knights Of Columbus Launches New Life Insurance Product

Fintech News Desk
by Fintech News Desk7
Protector Universal Life-Guaranteed Product Offers Affordability and Flexibility Knights of Columbus (K of C), a Best’s Review Top 50 US Life/Health Insurer, announced the launch of its Protector NLG Universal Life insurance product. This product provides affordable guaranteed lifetime coverage*, flexible premium payment options and a low-cost guaranteed death benefit*......
AllocateRite's AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps
Banking News

AllocateRite’s AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps

Fintech News Desk
by Fintech News Desk0
AllocateRite, the New York FinTech and data science company that provides wealth managers with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce that its proprietary portfolio management and asset allocation strategies are now available to iOS and Android mobile devices via our mobile app. AllocateRite’s AI-powered......
Banking Big Data Capital Markets Featured

Global FinTech Trends to Watch out For

Fintech News Desk
by Fintech News Desk1
FinTech as a segment is gaining its fair share of attention, with businesses the world over creating new finance technology innovations to serve a wider consumer base. 69 percent of China’s digitally active consumers use Fintech, immediately followed by India with 52 percent of its population following fintech trends and......
Kroger Partners with Ria Money Transfer to Offer More Value and Choice When Sending Money Around the World
Banking News

Belgian Postal Service group (bpost) Partners with Ria Money Transfer to Facilitate International Money Transfers

Fintech News Desk
by Fintech News Desk0
bpost Teams up With Ria Money Transfer to offer Transparent Remittance Services at Competitive Prices Ria Money Transfer, a subsidiary of Euronet Worldwide Inc. and a leading company in cross-border money transfers, announces an agreement with bpost group, a leading postal and international ecommerce logistics provider in Belgium, to offer......
Qontigo Names Brian McArthur-Muscroft as Chief Financial Officer
Banking News

Qontigo Appoints Mark McQueeney as Chief Product Officer, Analytics

Fintech News Desk
by Fintech News Desk0
Financial intelligence provider Qontigo, part of Deutsche Börse Group, has announced the appointment of Mark McQueeney as Chief Product Officer, Analytics, effective immediately. In this newly created role, he will oversee Qontigo’s Analytics Product Group and will report to Holger Wohlenberg, Chief Business Officer of Qontigo. McQueeney will lead the development and management......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Banking Fintech News

73% of Financial Advisors to Accelerate Asset Allocation to ETFs in 2020, According to New Broadridge Survey

Fintech News Desk
by Fintech News Desk0
Among Advisors Planning to Increase ETF Allocations, 55% Plan to Shift Assets Away From Actively Managed Equity Funds Broadridge Financial Solutions, Inc., a global Fintech leader, released results from a new survey of over 500 financial advisors, revealing that ETF demand is predicted to continue increasing in 2020 and that......
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