Search Results for: tax management

Finance Professionals and Industry Leaders to Converge at Revx 2020
Fintech Mobile Banking News

Insellerate Launches First of Its Kind Mobile Solution

Fintech News Desk
by Fintech News Desk0
Transforming Borrower Engagement From the Palm of the Loan Officers Hand Insellerate, the leading mortgage Lead Management, CRM & Engagement Platform that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management, announces the first-of-its-kind Mobile app. Introducing the Next Wave of Mortgage Technology. The......
InsurTech News

World Insurance Associates Acquires Lindberg & Associates Insurance of Virginia

Fintech News Desk
by Fintech News Desk0
World Insurance Associates LLC (WIA), a Top 100 Insurance Agency, announced today that it acquired Lindberg & Associates of Poquoson, Virginia, on July 1, 2020. Terms of the transaction were not disclosed. Founded in 2011, Lindberg & Associates is an independent insurance agency that provides all forms of property and......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Fintech News

Assessing Next Financial Steps When Coronavirus Relief Programs End

Fintech News Desk
by Fintech News Desk0
National nonprofit credit counseling agency Take Charge America offers guidance for Americans still struggling from COVID-19 As the government debates additional aid for Americans impacted by the pandemic, many of the initial relief programs have expired or will do so in the coming weeks, leaving many people seeking additional solutions......
Akita Michinoku Capital Says SoftBank-Backed Lemonade Raises $319 Million In U.S. IPO
Fintech News

Akita Michinoku Capital Comments on Palantir as They Prepare for a Direct Listing in September

Fintech News Desk
by Fintech News Desk0
Finance executives at Tokyo-based wealth management company Akita Michinoku Capital have commented on Palantir Technologies Inc. preparing to go public through a direct listing in September. The Plantir listing has been long-awaited, and with the company opting for a direct listing, it means current investors in the firm will be able to......
New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios
Business Fintech News

Actions Speak Louder: Lincoln Financial Group Takes Steps to Improve Lives, Communities and the Environment

Fintech News Desk
by Fintech News Desk0
Lives, Communities and the Environment Impacted by Lincoln Financial Actions Lincoln Financial Group today released its 2019 Corporate Social Responsibility (CSR) report, The Power of Action: Louder Than Words, highlighting the company’s significant and ongoing contributions to improving the well-being of its employees, customers and communities. Read More: Curb Debuts Taxi PaaS Solution......
Prudential Financial,
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Prudential Financial to sell Prudential of Taiwan to Taishin Financial

Fintech News Desk
by Fintech News Desk0
Prudential Financial, announced that it has entered into a definitive agreement with Taishin Financial Holding Co., Ltd., a leading Taiwan-based financial institution, to sell Prudential Life Insurance Company of Taiwan Inc. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding Under the terms of the agreement,......
CIBC Innovation Banking Provides Health Fidelity, Inc. With a US$5.5 Million Growth and Working Capital Financing
Banking Fintech News Risk Management

CIBC Innovation Banking Provides Health Fidelity, Inc. With a US$5.5 Million Growth and Working Capital Financing

Fintech News Desk
by Fintech News Desk0
CIBC Innovation Banking is pleased to announce a US$5.5 million debt financing for Health Fidelity, Inc. (“Health Fidelity”), a healthcare technology market leader focused on supporting health plans and hospital systems successfully engaged in risk-sharing arrangements. The company will use the debt capital to accelerate new product delivery to the......
BTIG Strengthens Fixed Income Credit Unit with Seth Bernstein and John Toland
Banking Investment Services News

BTIG Investment Banking Adds Industry Veteran Kimberly Boulmetis as a Managing Director to Its Specialty Finance Unit

Fintech News Desk
by Fintech News Desk0
BTIG announced today that Kimberly Boulmetis has joined the firm’s Specialty Finance Investment Banking unit as a Managing Director. Ms. Boulmetis will be based in the firm’s New York office, and will report to Dan Blood, Managing Director and Head of Specialty Finance, at BTIG. Read More: Four Benefits of Buy Now Pay Later for Ecommerce......
Wolters Kluwer Lien Solutions Hosts Webinar on Lender Best Practices to Manage Looming Auto Repossessions
Business Fintech News

Wolters Kluwer Lien Solutions Hosts Webinar on Lender Best Practices to Manage Looming Auto Repossessions

Fintech News Desk
by Fintech News Desk0
August 19 event offers lenders insights into best practices given new economic environment(Wolters Kluwer ) Wolters Kluwer Lien Solutions business is hosting an informational webinar, “Auto Repossessions Avalanche is Coming: Are You Ready?” to share insights with lenders on managing their motor vehicle liens in preparation for higher loan defaults and......
Global Shares partners with Carver Edison to help employees build wealth through Employee Stock Purchase Plans
Business Fintech News

Siebert Corporate Services to offer Carver Edison’s Cashless Participation™ for Stock Plan Services

Fintech News Desk
by Fintech News Desk0
Siebert Corporate Service’s new partnership will support its stock plan clients and allow for future growth in equity compensation. Siebert Financial Corp. (“Siebert”) and Carver Edison announced a new partnership to offer Carver Edison’s Cashless Participation to Siebert’s stock plan clients. This partnership provides current and future Siebert Corporate Services clients a powerful......
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