Search Results for: accounting advisory services

Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models Now Available on LPL’s Model Wealth Portfolios Platform
Finance News

Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models Now Available on LPL’s Model Wealth Portfolios Platform

Business Wire
WisdomTree, a global financial innovator, announced that its Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models are now available on LPL Financial’s unified managed account platform Model Wealth Portfolios (MWP). Latest Fintech Interview: Global Fintech Interview with Paul Monk, Chief Executive Officer at Alpha Development Professor Jeremy Siegel, Senior Economist to......
Fluence Technologies and Deloitte Belgium Announce Strategic Partnership
Finance News

Fluence Technologies and Deloitte Belgium Announce Strategic Partnership

Business Wire
Alliance combines close-to-disclose technology and services to transform and modernize the Office of Finance Fluence Technologies, the only provider of purpose-built financial consolidation, close, and reporting software for high-growth businesses, and Deloitte Belgium, the largest organisation in the field of audit, accounting, legal and tax advice, consulting, financial advisory services and......
Red Iron Group Announces Strategic Investment in Graphite Financial to Accelerate Expansion and Reinforce Market Leadership
Investment Services News

Red Iron Group Announces Strategic Investment in Graphite Financial to Accelerate Expansion and Reinforce Market Leadership

PR Newswire
Red Iron Group, a Menlo Park-based private investment firm,  announced a significant growth investment in Graphite Financial Group, LLC. In connection with this announcement, Red Iron and Graphite also announced its acquisition of CPM Advisory Group, LLC, with CPM’s business to be combined with Graphite. The three firms came together around......
Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers
Investment Services News

Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers

Business Wire
Evooq, the Swiss-based wealth management software services company specialising in risk analytics, portfolio construction, and advisory platforms, and Titanbay, the private markets investment platform for sophisticated investors, have announced a partnership to provide a comprehensive private markets solution to private banks and wealth managers. “Joining forces with Titanbay enables our......
Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients
Compliance management News

Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients

Business Wire
The Avalara Accountants Confidence Report points to difficulties ahead for small businesses to access capital, increase profits, raise revenues, hire new employees, and control costs Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of a new survey of over 500......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
KuCoin Labs and VAIOT Launch Digital Assets Regulation Institute (DARI) to Foster Crypto Regulation Supported by Industry Experts
Cryptocurrency News

KuCoin Labs and VAIOT Launch Digital Assets Regulation Institute (DARI) to Foster Crypto Regulation Supported by Industry Experts

Business Wire
VAIOT, Grant Thornton, and KuCoin Labs launch independent think tank to promote industry-led crypto regulation, building on VAIOT’s pioneering status as one of Europe’s first fully regulated crypto companies KuCoin Labs, the investment and research firm spun out of crypto exchange KuCoin, and VAIOT, a blockchain and AI-powered services business, have jointly......
ZEDRA Completes Rebranding of AlleyBe Group
Finance Fintech News

ZEDRA Completes Rebranding of AlleyBe Group

PR Newswire
Strengthens ZEDRA’s operations in Malta and aligns with the firm’s Global Expansion services offering plans ZEDRA, the fast-growing global specialist in Active Wealth, as well as Corporate, Global Expansion, Funds, Pensions and Incentives services, announces it has completed the integration and rebranding of AlleyBe Group, a leading Maltese corporate service......
How Has The Role Of The CFO Transformed Over The Years
Featured Fintech Fintech Primers

How Has The Role Of The CFO Transformed Over The Years

Pooja Choudhary
How has the CFO’s position changed? Traditionally, the focus of a CFO in an organization was on accounting, planning, budgeting, and cash flow. CFOs were primarily responsible for managing the organization’s core operations. They participated in negotiations with the banking industry to get the funds and resources required to ensure working......
CrossCountry Consulting Introduces Future Ready Platform
Finance News

CrossCountry Consulting Introduces Future Ready Platform

Business Wire
New integrated solutions help clients solve today’s challenges and prepare for what’s next CrossCountry Consulting, a leading business advisory firm, announced the successful launch of its Future Ready platform, an innovative approach to how the company serves its diverse client base, including CFOs and private equity sponsors, through integrated solutions......
1