Search Results for: pension plans

InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth
Banking News

InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth

Fintech News Desk
Goal-based financial planning will be available to Rabobank’s HNWI and retail clients InvestCloud, the global leader in digital transformation for the financial industry, announced it is supporting Rabobank, one of the Netherlands’ largest banks, to provide digital financial planning for all its customers, from private banking to retail clients. Latest......
CIBC Innovation Banking Provides £40 Million Growth Financing to Fintech Company Smart to Accelerate Growth and Acquisitions
Finance News

CIBC Innovation Banking Provides £40 Million Growth Financing to Fintech Company Smart to Accelerate Growth and Acquisitions

Fintech News Desk
CIBC Innovation Banking is pleased to announce £40 million of growth financing for London-based Smart, a leading retirement technology provider. Smart will use the capital to expand its market growth, accelerate the launch of strategic products, and undertake acquisitions. Latest Fintech News: Celsius Network Initiates Financial Restructuring to Stabilize Business......
International Insurance Giant Rolls Out New Enterprise-Wide Solutions Developed on Mendix Low-Code Platform
InsurTech News

International Insurance Giant Rolls Out New Enterprise-Wide Solutions Developed on Mendix Low-Code Platform

Fintech News Desk
Zurich is using the Mendix low-code platform to build next-generation solutions and drive a comprehensive program of digital transformation Insurer replaces critical legacy application with new Terrorism Data Capture solution built in just 12 weeks on the Mendix platform; streamlines workflow for more than 700 underwriters More than 1.5 million......
The Much-Anticipated Summer 2022 Issue of World Finance Magazine Is Released Today
Finance News

The Much-Anticipated Summer 2022 Issue of World Finance Magazine Is Released Today

Fintech News Desk
– Offering its usual in-depth and high-quality journalism on a huge variety of global financial topics The front cover of World Finance magazine features Finland’s Prime Minister, Sanna Marin, who is leading the Nordic nation towards an historic NATO membership, as the country enters a new phase in its history. Latest Fintech News: nThrive Rebrands......
Morningstar Funds Trust Board of Trustees Elects New Independent Trustee
Fintech Funding News

Morningstar Funds Trust Board of Trustees Elects New Independent Trustee

Fintech News Desk
Timothy Reese Brings 30 Years of Management, Operations and Institutional Finance Experience and Expertise within Public and Private Finance Morningstar Funds Trust Board of Trustees announced the appointment of Timothy A. Reese as an Independent Trustee. Latest Fintech News: GreenBox POS and Armanino Sign Partnership To Attest to All GreenBox Custodial Accounts in......
CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Fintech Funding News

CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market

Fintech News Desk
CapIntel Announces Partnership with Leading US-Based Asset Management Firm, The Pacific Financial Group CapIntel, a leading financial technology company that improves day-to-day workflow and fund analysis for financial advisors, announced $11.0M USD in Series A financing led by New York-based FinTech Collective, with an additional participation from Fengate Asset Management on behalf of its investor, the......
Cypress Environmental Partners Reports New Lender – Argonaut Private Equity
Fintech News

Cypress Environmental Partners Reports New Lender – Argonaut Private Equity

Fintech News Desk
Cypress Environmental Partners, L.P., reported that an affiliate of Argonaut Private Equity, which is headquartered in Tulsa, Oklahoma, has acquired 100% of Cypress’s senior secured debt from the seven existing lenders. As previously reported, Cypress, with the support of its lenders, engaged Piper Sandler & Co. to solicit potential debt......
Newcastle Building Society Brings Banking Back to the High Street With GLORY and OneBanks Hub
Banking News

Newcastle Building Society Brings Banking Back to the High Street With GLORY and OneBanks Hub

Fintech News Desk
A rising tide of branch closures depriving people of essential local financial services has seen more than 4,000 bank and building society branches close since the start of 2015 In the face of this tsunami of branch closures, plans are progressing on a ground breaking pilot which will see high......
LeapFrog Investments Appoints Dominic Barton, Former McKinsey Global Managing Partner, as Chairman
Investment Services Investments News

LeapFrog Investments Appoints Dominic Barton, Former McKinsey Global Managing Partner, as Chairman

Fintech News Desk
New non-executive chairman joins impact investing pioneer as industry sees influx of global talent and institutional capital Dominic will support further scale-up of LeapFrog following $500m commitment from Temasek in 2021, the largest ever commitment to a dedicated impact investor. LeapFrog plans to launch new funds and strengthen commitment to......
TaxAudit Warns Taxpayers About Lingering IRS Collection Issues
debt collection Finance News

TaxAudit Warns Taxpayers About Lingering IRS Collection Issues

Fintech News Desk
On February 9, 2022, the IRS issued News Release IR-2022-31, announcing the suspension of several letters and notices usually sent to taxpayers who owe federal taxes or have not filed a prior year return. The lingering pandemic and subsequent IRS shutdown, budgetary constraints, and lack of employee workforce have caused......
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