Search Results for: tax expert

Standard Chartered Partners with Northern Trust to Launch Zodia, a Cryptocurrency Custodian for Institutional Investors
Business Fintech Investment Services News

Standard Chartered Partners with Northern Trust to Launch Zodia, a Cryptocurrency Custodian for Institutional Investors

Fintech News Desk
by Fintech News Desk0
 SC Ventures, the innovation and ventures unit of Standard Chartered, and Northern Trust, a leading provider of asset servicing, have entered into an agreement to launch Zodia Custody, an institutional-grade custody solution for cryptocurrencies. Read More: Boast.ai Raises $23M Series A to Revolutionize R&D Tax Credits with AI-Powered Approach Cryptocurrencies already......
Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution
Business Fintech Guest Posts Investment Services

Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution

Chris Sonzogni
by Chris Sonzogni0
Financial advice tends to be a localized business. Where other financial services have digitized and fractured, relying on mobile apps and decentralization to boost margins and cut overhead, many advisory firms haven’t followed suit. The introduction of the coronavirus has largely changed that. And the changes the virus has ushered......
Blockchange and IRA Financial Partner to Enable RIAs to Manage Digital Assets in Qualified IRA Accounts
Cryptocurrency Fintech News

Blockchange and IRA Financial Partner to Enable RIAs to Manage Digital Assets in Qualified IRA Accounts

Fintech News Desk
by Fintech News Desk0
Partnership enables Financial Advisors to manage digital assets for clients with the tax-advantages of an Individual Retirement Account, and the benefits of owning the underlying assets. Blockchange Inc. and IRA Financial are partnering to enable IRA funds & select 401(k) plans to be invested in cryptocurrencies and digital assets, under the management of......
Financial Data Exchange Releases New Open Finance Standards & FDX API Version 4.5
Business Fintech News

Financial Data Exchange Releases New Open Finance Standards & FDX API Version 4.5

Fintech News Desk
by Fintech News Desk0
Financial services ecosystem takes giant leap towards interoperability and standardization of consumer data sharing with release of new standards and first steps toward a comprehensive conformance and certification program. The Financial Data Exchange (FDX) announced its Fall release this morning which includes a myriad of technical standards and updates to......
GlobalFintechSeries Interview with Amit Mathradas, President and COO at Avalara
Banking Business Fintech Interviews

Global Fintech Interview with Amit Mathradas, President and COO at Avalara

Paroma Sen
by Paroma Sen0
Catch how these experts from leading tech companies like TeamViewer, JotForm, Xactly and more are boosting their B2B sales and marketing experience while focusing on a balanced employee culture:...
Intuit Completes Acquisition of Credit Karma
Fintech News

Intuit Completes Acquisition of Credit Karma

Fintech News Desk
by Fintech News Desk0
Intuit, proud maker of TurboTax, QuickBooks and Mint, announced that it has completed its acquisition of Credit Karma, Inc., the consumer technology platform with more than 110 million members in the U.S., Canada and U.K. The combined company creates a new consumer finance platform that will make it simple for......
Media Alert: Wolters Kluwer Lien Solutions Cites AI and Analytics as Key to Commercial Lending Success
Fintech News Risk Management

Wolters Kluwer Enables Audit Professionals to Minimize Risk and Save Time Through New Features in Its Teammate® Analytics Data Analysis Solution

Fintech News Desk
by Fintech News Desk0
New capabilities enable audit professionals to provide added value to their organizations and clients Today, Wolters Kluwer Tax & Accounting announced the addition of new capabilities to its innovative TeamMate® Analytics solution used by external auditors at tax and accounting firms, as well as by internal audit departments in businesses and public sector organizations......
The Rising Online Consumption Curve in Latin America with the Pandemic – and What it Means for Fintechs
Banking Business Fintech Guest Posts

The Rising Online Consumption Curve in Latin America with the Pandemic – and What it Means for Fintechs

Jaqueline Bartzen
by Jaqueline Bartzen0
Latin America was at the peak of e-commerce growth, with millions of consumers getting access to better financial options and a faster internet connection, when the world was hit by the coronavirus pandemic, at the beginning of this year. As lockdown measures were ordered throughout the region, e-commerce was strongly......
AssetMark-Brings-CIBC-Private-Wealth-High-Net-Worth-Solution-to-AssetMark-Platform
Business Fintech News

AssetMark Brings CIBC Private Wealth High-Net-Worth Solution To AssetMark Platform

Fintech News Desk
by Fintech News Desk0
AssetMark (NYSE: AMK) today announced it will offer CIBC Private Wealth investment management services and wealth planning expertise on the AssetMark platform to support financial advisors in serving the complex needs of high-net-worth and ultra-high-net worth clients. Read More:  insightsoftware Announces Intent to Acquire IDL Group CIBC Custom Portfolios offer tailored......
Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients
Fintech Investment Services News Risk Management Trading

Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment, investment analytics, and trading software, has introduced free access to its award-winning platform. The industry’s leading financial technology firm is now offering Riskalyze Trading and Riskalyze Elite at no-cost for advisors through the end of the year. This limited-time offer waives......
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