Search Results for: tax management

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
Finance InsurTech Investment Services Investments News

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management

Fintech News Desk
by Fintech News Desk0
Retiree, Inc. is announcing the launch of the first retirement income “decumulation” model portfolio marketplace. The new resource for financial advisors combines the award-winning Income Solver platform with a marketplace of solutions including model portfolios, annuities, bonds, and cash alternatives. Financial advisor adoption of model portfolios has been significant. Envestnet, Orion,......
Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership
Investment Services News Risk Management

Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership

Fintech News Desk
by Fintech News Desk0
$850 Million RIA secures growth capital to deepen client service and spur new avenues for expansion Signet Financial Management is excited to announce its partnership with Merchant Investment Management, LLC. As part of the deal, Signet will receive a minority equity investment to help drive its sophisticated experience for high-net-worth clients and......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
Ryan Increases European Corporate Tax Advisory Group With More Strategic Hires
Business Fintech Investment Services News Risk Management

Ryan Increases European Corporate Tax Advisory Group With More Strategic Hires

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, today announced the addition of Andrew Burman as Principal in its European Tax Technology practice. The hiring of Mr. Burman follows other recent strategic hires and acquisitions that have grown the Firm’s global footprint and expanded the Value Added Tax, Tax......
AccountMate Version 12 Releases With Seamless Integration With TaxJar Sales Tax Capabilities
Business Fintech News

AccountMate Version 12 Releases With Seamless Integration With TaxJar Sales Tax Capabilities

Fintech News Desk
by Fintech News Desk0
AccountMate Software’s President and CEO, David Dierke, announced that an upgraded AccountMate 12 for SQL has launched. He said that, “Although there are many impressive enhancements in this latest AccountMate 12 for SQL version, we are extremely pleased to announce the seamless integration that has been achieved between TaxJar and......
RegEd Appoints Adam Schaub as Vice President of Platform Product Management
Business Fintech InsurTech News

RegEd Appoints Adam Schaub as Vice President of Platform Product Management

Fintech News Desk
by Fintech News Desk0
RegEd, the market-leading provider of enterprise regulatory compliance solutions to banks, broker-dealers, insurance companies and brokers, is pleased to announce its appointment of Adam Schaub to the role of Vice President, Platform Product Management. In this role, Schaub will direct RegEd’s platform product management team and lead the strategy and......
Avalara Introduces New Capabilities to Help Businesses of All Sizes Manage Vendor Tax Exemptions
Business Fintech News Risk Management

Avalara Introduces New Capabilities to Help Businesses of All Sizes Manage Vendor Tax Exemptions

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the availability of Avalara Vendor Exemption Management, a new product that helps businesses eliminate the hassle of creating, sending, and tracking sales tax exemption documents at the time of purchase. This product helps businesses streamline......
Orion Law Management Systems Launches Orion ePay Secure Online Payment System, Powered by LawPay
Fintech News

Orion Law Management Systems Launches Orion ePay Secure Online Payment System, Powered by LawPay

Fintech News Desk
by Fintech News Desk0
Today, Orion Law Management Systems, Inc. announced the launch of Orion ePay™, a seamless and secure online payment system powered by LawPay. With Orion ePay, law firms using Orion can offer clients the ability to pay online by credit, debit or eCheck. Read More: Corvee Releases 2021 Tax Season Questionnaires in Tax Planning Software The......
Crypto Finance Group Provides Digital Asset Infrastructure For Avaloq Clients
Business Fintech Investment Services News Risk Management

EBF-UNEP FI Report Outlines Path For Application Of EU Taxonomy To Core Banking Services

Fintech News Desk
by Fintech News Desk0
The European Banking Federation, together with the United Nations Environment Programme Finance Initiative (UNEP FI), has today launched a report that for the first time assesses how the EU Taxonomy can be applied to core banking products. Read More: Reef Finance Becomes the Marquee Project in Pioneering Decentralized Finance with Binance,......
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