Search Results for: tax management

AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
CI Global Asset Management Announces Securityholder Approval of Fund Mergers and Other Product Changes
Finance Fintech News

CI Global Asset Management Announces Securityholder Approval of Fund Mergers and Other Product Changes

Business Wire
by Business Wire0
CI GAM is renaming the CI Personal Portfolios and significantly reducing their combined management and administration fees. CI Global Asset Management (“CI GAM”) announces it has received securityholder approval for a series of enhancements to its product lineup, including the merger of 11 mutual funds into other mutual funds and changes......
TaxBit Expands Digital Asset Accounting Services, Adding IFRS and Multi-Functional Currency Support for International Customers
Compliance management News

TaxBit Expands Digital Asset Accounting Services, Adding IFRS and Multi-Functional Currency Support for International Customers

PR Newswire
by PR Newswire0
TaxBit’s Accounting Suite now supports IFRS and FASB guidance, expanding its serviceable market. TaxBit, the leading provider of compliance solutions for digital assets, announced that the TaxBit Accounting Suite now supports International Financial Reporting Standards (IFRS) and multi-functional currencies, bringing the solution to a globally recognized standard for accounting compliance.......
Personetics and Banco BPI Partner to Deliver Financial Management Insights and Tools for Small and Medium-Sized Businesses with Pulsoo App
Banking News

Personetics and Banco BPI Partner to Deliver Financial Management Insights and Tools for Small and Medium-Sized Businesses with Pulsoo App

PR Newswire
by PR Newswire0
The app leverages Open Banking and Personetics’ AI-powered personalized engagement platform to increase the financial health and viability of small and medium-sized businesses. Portuguese bank Banco BPI and Personetics announced the introduction of Pulsoo, an independently branded application that empowers small and medium business (SMB) owners to manage their businesses.......
J.P. Morgan Asset Management Released the 2024 Guide to Retirement
Digital Asset Management News

J.P. Morgan Asset Management Released the 2024 Guide to Retirement

Fintech News Desk
by Fintech News Desk0
This year’s Guide leverages anonymized household data and proprietary research that showcases real-life spending and saving patterns to help prepare for unforeseen spending shocks and improve retirement outcomes. J.P. Morgan Asset Management released the 12th edition of its annual Guide to Retirement, analyzing the most significant issues impacting retirement to......
New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing
Finance Fintech News

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing

Business Wire
by Business Wire0
The study consists of ThoughtLab, Deloitte, and FNZ with support from Amazon Web Services (AWS), Genesys, and including 250 wealth management firms and 2000 investors. It’s a one of a kind study with insights on technology, regulatory, economy, and demography. Major new global analysis from a research coalition comprised of......
Alcove Launches Shopify Integration to Unify Carbon Credit Inventory Management and Sales
Commerce News

Alcove Launches Shopify Integration to Unify Carbon Credit Inventory Management and Sales

PR Newswire
by PR Newswire0
The Alcove application for Shopify unlocks fully-integrated inventory and sales capabilities to transparently scale carbon credits. Alcove, the leading carbon credit inventory management solution used by the top carbon credit project developers, announced the release of the Alcove application for the Shopify commerce platform. This fully integrated, carbon-specific application for the......
Women We Admire Announces Top 50 Women Leaders in Investment Management of 2023
Fintech News

Women We Admire Announces Top 50 Women Leaders in Investment Management of 2023

PR Newswire
by PR Newswire0
Please join us in celebrating the accomplishments of The Top 50 Women Leaders in Investment Management of 2023 Please join us in celebrating the accomplishments of The Top 50 Women Leaders in Investment Management of 2023. Put simply, investment management refers to the supervision of financial assets and investments, extending......
Wendel Launches Its Expansion in Third-Party Private Asset Management and Enters Into Exclusive Negotiations With IK Partners
Digital Asset Management News

Wendel Launches Its Expansion in Third-Party Private Asset Management and Enters Into Exclusive Negotiations With IK Partners

GlobeNewswire
by GlobeNewswire0
Wendel launches its expansion in third-party private asset management and enters into exclusive negotiations with IK Partners Six months after presenting its new strategic orientations, Wendel announces that it has entered into exclusive negotiations with a view to acquiring a controlling stake in IK Partners (“IK” or “the Company”) from......
Truist Receives $65 Million New Markets Tax Credit Allocation to Support Communities Across the US
Investment Services News

Truist Receives $65 Million New Markets Tax Credit Allocation to Support Communities Across the US

PR Newswire
by PR Newswire0
Truist Financial Corporation announced it has received $65 million in New Markets Tax Credits (NMTC) allocation authority from the U.S. Treasury Department’s Community Development Financial Institution (CDFI) Fund. This is the 12th time Truist Community Development Enterprises, a subsidiary of Truist Financial Corporation, has received a NMTC award and the second year in a......
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