Search Results for: tax planning

Go Figure Accounting Partners with MSPAA to Elevate Financial Solutions for Managed Service Providers
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Go Figure Accounting Partners with MSPAA to Elevate Financial Solutions for Managed Service Providers

EIN Presswire
by EIN Presswire0
Go Figure Accounting is thrilled to announce a strategic partnership with the Managed Service Provider Association of America (MSPAA). Go Figure Accounting is thrilled to announce a strategic partnership with the Managed Service Provider Association of America (MSPAA). This collaboration unites Go Figure’s financial expertise with MSPAA’s deep understanding of......
Wolters Kluwer AI-powered advanced virtual agent ushers in the next generation of customer support
Artificial Intelligence Finance Fintech News

Wolters Kluwer AI-powered advanced virtual agent ushers in the next generation of customer support

Business Wire
by Business Wire0
Advancements leverage Generative AI (GenAI) technologies to enhance efficiency, deliver critical insights, and drive unparalleled value for customers. Wolters Kluwer Tax & Accounting (TAA), a global leader in professional information, software solutions, and services, today announced the release of new GenAI capabilities within its proprietary advanced virtual agent chatbot serving......
Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners
Finance Fintech News

Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners

PR Newswire
by PR Newswire0
Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and Salesforce, the global leader in CRM, today announced a partnership to deliver a connected and seamless financial planning experience for Envestnet customers using......
Seven in Ten Women Investors Are Rethinking if and When They Can Retire
Investment Services News

Seven in Ten Women Investors Are Rethinking if and When They Can Retire

PR Newswire
by PR Newswire0
Single Women Less Optimistic About Financial Outlook Than Married Peers Uncertain market conditions and the rising cost of living are significantly impacting women investors and their retirement plans. As they grapple with cascading economic headwinds, seven in ten (70%) women investors say that inflation and signs of a potential recession......
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......
Ninepoint Partners Closes 2023 Short Duration Flow-Through LP With Over $20 Million In Proceeds
Fintech News

Ninepoint Partners Closes 2023 Short Duration Flow-Through LP With Over $20 Million In Proceeds

GlobeNewswire
by GlobeNewswire0
Ninepoint Partners LP (“Ninepoint”) is pleased to announce that the Ninepoint 2023 Short Duration Flow-Through Limited Partnership (the “Partnership”) has completed the second and final closing in connection with its offering of Class A and Class F limited partnership Units (the “Units”) pursuant to a prospectus dated September 27, 2023.......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth 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 the assets of Midwest Financial, located in......
60 Percent of Consumers Turn to Fintech Apps Before Accountants as Digital Adoption Soars
Finance Fintech News

60 Percent of Consumers Turn to Fintech Apps Before Accountants as Digital Adoption Soars

Business Wire
by Business Wire0
Capterra research reveals that banking and payment apps are the most popular, but consumers still seek pros for more complex tasks Fintech apps have simplified financial management and their capabilities are expected to be amplified with AI. According to Capterra’s 2023 Fintech Survey of over 870 consumer fintech users, 60% of respondents......
Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners
Investment Services News

Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners

PR Newswire
by PR Newswire0
Broad-based investor group shares a commitment to provide the highest standard of financial care to clients and continue to invest in the Mercer Advisors platform Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) of approximately $48 billion as of April 30th, 2023, announced that it is expanding......
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