Search Results for: tax management

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Eved Brings New Payment and Vendor Management Platform to Entertainment, Media and Production Companies
Digital Payments News

Eved Brings New Payment and Vendor Management Platform to Entertainment, Media and Production Companies

Business Wire
by Business Wire0
Production companies report 70% of payment volume is for non-payroll vendors, suppliers and independent contractors Eved LLC, the largest provider of vendor and payment management solutions for the entertainment and media industry, has partnered with SAP, a market leader in enterprise application software, to bring its efficient and secure accounts......
Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
by Business Wire0
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
Syntax Acquires Tyemill to Strengthen its Product Research and Development Capabilities
Finance News

Syntax Acquires Tyemill to Strengthen its Product Research and Development Capabilities

Business Wire
by Business Wire0
Syntax, a leading provider of innovative financial data and technologies, is pleased to announce the acquisition of the assets of Tyemill, a software research and development company headquartered in Seattle, Washington. The Tyemill team of 24 engineering, design and operations professionals became part of Syntax, effective March 1, 2023. As......
KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
by Business Wire0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
Ryan Expands Property Tax Team with Acquisition of RETC
Fintech News

Ryan Expands Property Tax Team with Acquisition of RETC

Business Wire
by Business Wire0
Ryan, a leading global tax services and software provider, has announced the acquisition of RETC Group (RETC), a property tax consulting firm based in Dallas, Texas. Browse The Complete Interview About Fintech : Global Fintech Interview with Richard Smith, Chairman at FSC and Co-Founder at Finiac “RETC is a well-established firm in the......
United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners
Fintech Investment Services News

United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners

Business Wire
by Business Wire0
Former Goldman Sachs and United Capital executives Gary Roth, Mike Capelle and Jason Gordo join forces to build a national wealth management firm using their extensive experience as leaders at a $25 billion AUM independent advisory business Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to......
Younger Consumers Less Aware of Common Tax Fraud Schemes, According to ACI Worldwide Report
Digital Payments News

Younger Consumers Less Aware of Common Tax Fraud Schemes, According to ACI Worldwide Report

Business Wire
by Business Wire0
Report also finds that consumers in all demographics are seeking counsel from tax professionals at higher rates as they navigate increasingly complicated filings this year A new tax payment report from ACI Worldwide, a global leader in mission-critical, real-time payment solutions, developed in partnership with YouGov, shows that awareness of common payment fraud......
Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
Finance News

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

Business Wire
by Business Wire0
30-year industry veteran sought full-service support to enhance the client experience Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), announced Affidaré Private Wealth Management has joined its platform. “John is an incredibly energized and focused financial professional with a proven track record......
Broadridge and Apex Silver Team Up to Launch New Integrated Cost Basis and Tax Reporting Offering
Finance Fintech News

Broadridge and Apex Silver Team Up to Launch New Integrated Cost Basis and Tax Reporting Offering

PR Newswire
by PR Newswire0
Leading financial technology providers join forces to offer comprehensive, one-stop solution for regulatory tax information reporting To provide the financial services industry with seamlessly integrated cost basis processing and tax information reporting, global Fintech leader, Broadridge Financial Solutions, Inc., has teamed with Apex Silver (formerly Silver Management Group of Companies), a......
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