Search Results for: tax management

Mobile Banking Trading

Fidelity Launches Fidelity Spire – Free Innovative Mobile App That Helps Young Adults Achieve Their Money Goals

Fintech News Desk
by Fintech News Desk0
Fidelity Helps Keep More Money in Your Pocket: App Referral Bonus on Sign-Up, Plus Simple Subscription-Based Price with Robo Advisor New App Further Differentiates the Industry-Leading Value Fidelity Offers Via Zero Commission Online Trading*, Zero Account Fees, Zero Account Minimums, Zero Investment Minimums, Zero Expense Ratios Index Funds Read More: Celsius......
Business Fintech News

Schwab Launches New Community Services Program, Introduces Virtual Volunteering & Giving for Employees to Give Back, Stay Connected

Fintech News Desk
by Fintech News Desk0
Continuing its long-standing culture of service and commitment to community, Charles Schwab today announced the launch of a new virtual volunteering and giving program called CommUNITY 2020, which delivers new ways for employees to serve their communities during the COVID-19 pandemic. Regardless of where employees are working, they now have......
Fintech News

On Tap Credit Union® Names Laurie Jensen Senior Director of Member Engagement and Retail Delivery

Fintech News Desk
by Fintech News Desk0
Jensen, a 25+ year veteran in the Credit Union industry, brings innovative leadership along with strong project and change management expertise On Tap Credit Union®, a leader in providing consumers in local Colorado communities with innovative financial solutions for more than 60 years, is excited to welcome Laurie Jensen as......
U.S. Bank simplifies accounts payable, digitally transforms invoice-to-pay process with AP OptimizerTM
Business News

U.S. Bank Announces Several Key Leadership Changes

Fintech News Desk
by Fintech News Desk0
Executive appointments further company’s commitment to people, diversity, equity and inclusion, and business transformation U.S. Bank announced several executive leadership changes today, including a new external hire and promoting key talent to broader roles. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition “This has been an extraordinary year......
Cryptocurrency Fintech News

Bitcoin Association hires Patrick Prinz as Europe & Operations Manager to further advance Bitcoin SV

Fintech News Desk
by Fintech News Desk0
 Bitcoin Association, the Switzerland-based global industry organization that advances Bitcoin Satoshi Vision (BSV), has named Patrick Prinz, CFA as its new Europe & Operations Manager. Working out of the Association’s headquarters in “Crypto Valley” Zug, Switzerland, Prinz will serve two roles – advance the business growth of Bitcoin SV throughout Europe and support the operational needs of the organization......
Artificial Intelligence Business News

FICO Appoints Louise Lunn to Lead Global Analytics Delivery

Fintech News Desk
by Fintech News Desk0
UK-based leader will oversee worldwide teams applying AI, machine learning, optimization and more Global analytics software provider FICO has named Louise Lunn to lead its newly created Global Analytics Delivery organization. Lunn, who is based in the UK, will oversee the teams of data scientists worldwide that develop custom analytics solutions and exploratory......
Fintech News

Appulate Digitizes Workers’ Compensation Policies with AmTrust

Fintech News Desk
by Fintech News Desk0
Innovative Platform Allows Users to Upload ACORD Data and Instantly Rate, Quote and Bind Policies for Workers Compensation Risks Appulate, a digital technology platform for insurance companies, today announced the company will be working with AmTrust Financial Services, Inc. (“AmTrust”) to allow retail insurance agents and brokers to rate, quote and......
Uncategorized

Apex Clearing’s Q2 2020 ‘Millennial 100’ Stock Pulse Report Shows Cross-Generational Support for Certain Stocks in Post-Pandemic World

Fintech News Desk
by Fintech News Desk0
Amid a continuing backdrop of fear and uncertainty in the second quarter, investors that custody with Apex Clearing again traded at unprecedented levels with a seeming consensus across generations on a few top picks Apex Clearing, the custody and clearing engine powering the future of wealth management, has released its......
Fintech News Risk Management

Rohit Bharill Joins Cadence as Head of Risk

Fintech News Desk
by Fintech News Desk0
Cadence, the leading fintech securitization platform for private credit, announced today that Rohit Bharill recently joined the company as its first Head of Risk.  In this role, Bharill will be leading the risk management efforts and report directly to Cadence founder and CEO, Nelson Chu. Read More: smartTrade’s Solution Awarded Best......
Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
Fintech Mobile Banking News

eMoney Advisor Announces Agenda for Annual Summit

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a more detailed agenda for its annual eMoney Summit, the industry’s premier event for planning-led financial professionals. Centered on the theme “Power to the Plan,” the 2020 eMoney Summit will be fully virtual,......
1