Search Results for: financial goals

Finance Transformation Remains A Priority In The Midst Of COVID-19 Pandemic, According To New Research From BlackLine
Fintech News

Finance Transformation Remains A Priority In The Midst Of COVID-19 Pandemic, According To New Research From BlackLine

Fintech News Desk
by Fintech News Desk0
A new survey by accounting automation software leader BlackLine, suggests that more than half of US-based Finance & Accounting (F&A) professionals are continuing to prioritize their organization’s finance transformation goals, with 53% of respondents indicating the COVID-19 pandemic has had just ‘some’ or ‘little to no impact’ on these initiatives moving......
Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo
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Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo

Fintech News Desk
by Fintech News Desk0
Insigneo, the Miami-based Independent Broker-Dealer and RIA, has added a top Morgan Stanley Private Wealth Management Financial Advisor, Antoine Souma, to its ranks. Antoine is an industry veteran who, along with his team, formed Galliott Capital Advisors and joined Insigneo’s network of independent advisors. Read More: bitFlyer: Confidence in Cryptocurrency......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace

Fintech News Desk
by Fintech News Desk0
Allianz Life is now delivering its annuity products to Raymond James advisors for the first time through SIMON’s Marketplace SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to introduce Allianz Life Insurance Company of North America (“Allianz Life”)—a leading provider of annuities in the U.S.—to its annuities platform and digital......
JVP Founder and Chairman Erel Margalit Appointed Chairman of ThetaRay's Board of Directors
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JVP Founder and Chairman Erel Margalit Appointed Chairman of ThetaRay’s Board of Directors

Fintech News Desk
by Fintech News Desk0
ThetaRay, the leading provider of Big Data analytics, preventing financial cybercrime, named Jerusalem Venture Partners (JVP) Founder and Chairman Erel Margalit as Chairman of its Board of Directors. Read More: Jack Henry & Associates Launches Core-Integrated Accounts Receivable Financing NEW YORK and HOD HASHARON, Israel, July 1, 2020 Considered one of the architects of Israel’s “Startup Nation,” a......
Tradeshift Launches “Partner Next”, a Newly Enhanced Global Partner Program
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Tradeshift Launches “Partner Next”, a Newly Enhanced Global Partner Program

Fintech News Desk
by Fintech News Desk0
Mission to support high growth strategy through partnerships by 2022 Tradeshift, the leader in supply chain payments and marketplaces, has unveiled Partner Next, a newly formalized partner program, designed to provide new and existing Partners with a full range of tools, support and collaboration opportunities to help them accelerate revenue opportunities through......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
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Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Later Deadline Isn’t Necessarily Better – Tax Changes Causing Americans Concern
Fintech Investment Services News

Later Deadline Isn’t Necessarily Better – Tax Changes Causing Americans Concern

Fintech News Desk
by Fintech News Desk0
With this year’s new tax deadline (July 15) quickly approaching, Americans are concerned about taxes but it’s not about filing on time1. Nearly 7 out of 10 consumers are concerned that a change in taxes will have an impact on their retirement savings according to research from Lincoln Financial Group.......
Sezzle Partners with Wix to Bring 'Buy Now, Pay Later' to Millions of Businesses and Online Stores
Fintech News

Buy Now, Pay Later Leader Sezzle is Now a Public Benefit Corporation

Fintech News Desk
by Fintech News Desk0
Sezzle announced that it has changed its company charter, becoming a Public Benefit Corporation (PBC.) The designation enables the company to become the first PBC in the burgeoning “Buy Now, Pay Later” (BNPL) payments space. Read More: GlobalFintechSeries Interview with Nick Cowan, CEO of the GSX Group Following stockholder approval......
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The Changing Role and Responsibilities of the CFO, during a Time of Crisis

Paroma Sen
by Paroma Sen0
These pandemic times are resulting in a shift not only in how teams collaborate and how the global workforce is going to plan the Future of Work, it is creating a transformation within various roles. Sales leaders and salespeople need to imbibe certain traits and skills to keep revenue coming......
OWL Analytics Partners with FinMason to Deliver ESG Ratings
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OWL Analytics Partners with FinMason to Deliver ESG Ratings

Fintech News Desk
by Fintech News Desk0
OWL Analytics, an alternative data company that focuses on environmental, social, and governance (ESG) research, announced that it has partnered with FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, to redistribute its ESG ratings via FinMason’s award-winning API. Read More: GlobalFintechSeries......
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