Search Results for: tax management

Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech Investment Services News

Orion Partners with State Street Global Advisors to Expand Investment Program

Fintech News Desk
by Fintech News Desk0
Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite of low-cost model portfolios. The partnership provides Orion users,......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
Us-Led M&A and Investment to Drive Digital Transformation in 2020
Fintech Investment Services News

US-LED M&A and Investment to Drive Digital Transformation in 2020

Fintech News Desk
by Fintech News Desk0
ICON believes that Digital Transformation across all industry sectors has accelerated to become the most pressing priority for organisations in the aftermath of Covid-19. ICON predicts, this will drive future growth and appetite for acquisition of tech companies worldwide, particularly those involved in FinTech. Read More: Simple Announces Launch of Tax......
Callahan Financial Planning Opens San Francisco Financial Advisory Office
Fintech Investment Services News

Callahan Financial Planning Opens San Francisco Financial Advisory Office

Fintech News Desk
by Fintech News Desk0
Callahan Financial Planning, a fee-only independent personal financial planning and investment management firm with offices throughout the Bay Area, has announced its latest expansion with the addition of a financial advisory office in San Francisco, CA. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor......
Janus Henderson Investors to Reopen U.S. Direct Business Channel to New Investors
Business Fintech Investment Services News

Janus Henderson Investors to Reopen U.S. Direct Business Channel to New Investors

Fintech News Desk
by Fintech News Desk0
Janus Henderson Investors announced it has plans to reopen Class D shares of its U.S. mutual funds through the firm’s Direct Business Channel. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention Software In July 2009, Class D Shares were closed to......
Satori Capital Invests in Faraday Capital
Business Fintech Investment Services News

Satori Capital Invests in Faraday Capital

Fintech News Desk
by Fintech News Desk0
Satori Capital, a Texas-based investment firm founded on the principles of conscious capitalism, announced an investment and acceleration partnership with Faraday Capital, L.P. Satori, a multi-strategy firm with more than $1 billion in assets under management (“AUM”), completed the $10 million investment as part of its Satori XL Partnership Program,......
Steward Partners Welcomes New Advisory Team in New York
Business Fintech News

Steward Partners Welcomes New Advisory Team in New York

Fintech News Desk
by Fintech News Desk0
New $220 Million Duo Continues the Firm’s Strong Growth This Year Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced that the Reservoir Road Financial Group has joined the firm in New York City. Read More: bitFlyer: Confidence in......
Ex-BlackRock Real Estate Investor Joins Liquefy Advisory Board
Fintech News

Ex-BlackRock Real Estate Investor Joins Liquefy Advisory Board

Fintech News Desk
by Fintech News Desk0
Liquefy is pleased to announce the appointment of Jerome Chung to its Advisory Board. Jerome brings a wealth of knowledge and expertise from real estate, asset management and finance. He is passionate about nurturing and supporting the growth of the next generation of industry leaders. Having gained significant traction over......
Ivalua Launches Innovations to Improve Sourcing Decisions, Savings Capture and Supply Chain Visibility
Fintech News

Ivalua Launches Innovations to Improve Sourcing Decisions, Savings Capture and Supply Chain Visibility

Fintech News Desk
by Fintech News Desk0
Ivalua, a leading provider of global spend management cloud solutions, announced the general availability of its new platform release 166. The release features a broad array of innovations to empower customers to better manage their spend and suppliers. Innovations focus on supporting smarter and faster decisions around supplier relationships and sourcing......
AST Private Company Solutions Links with Liquidity Financing Investment Fund Liquid Stock
Business Fintech Investment Services News

AST Private Company Solutions Links with Liquidity Financing Investment Fund Liquid Stock

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) introduced a new strategic partnership with Liquid Stock, the venture capital-like investment fund providing bespoke liquidity solutions to pre-IPO companies, their investors and employees. Shareholders and CFOs using PCS’s new Astrella™ capitalization (cap) table and ownership data management platform will now be able to......
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