Search Results for: tax planning

Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business
Finance Fintech News

Envestnet 2024 Advisor Survey Highlights What’s Top Of Mind For Advisors As They Future-proof Their Business

PR Newswire
by PR Newswire0
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative Envestnet, a leading provider of integrated technology, data intelligence, and wealth solutions, has released its 2024 Advisor Perspectives Survey, examining the current state of financial advisory practices and anticipated industry trends. Envestnet leverages its......
GovOS, Inc. Launches Payment Solution to Enable Local Governments to Reduce Transaction Costs and Save Staff Time
Digital Payments News

GovOS, Launches Payment Solution to Enable Local Governments to Reduce Transaction Costs and Save Staff Time

EIN Presswire
by EIN Presswire0
Solution enables governments to conduct more business online by offering a simpler, integrated online payment option GovOS, Inc., a leading provider of cloud software for state and local government, announced this week that it’s enabling governments to conduct more business online by offering a simpler, integrated online payment option with GovOS......
Wealthfront Launches First-Ever Automated Bond Ladder to Help Investors Earn More From Highest Yields in 15 Years
Fintech News

Wealthfront Launches First-Ever Automated Bond Ladder to Help Investors Earn More From Highest Yields in 15 Years

PR Newswire
by PR Newswire0
The company’s latest offering is a low-risk way to maximize interest with more tax efficiency than a savings account or CD. Wealthfront, a leading consumer fintech and pioneer of the robo-advisor industry, announced a first-of-its-kind Automated Bond Ladder that revolutionizes how investors use US Treasuries to maximize interest on their......
Diebold Nixdorf Announces Thomas Timko as Chief Financial Officer
Finance News

Diebold Nixdorf Announces Thomas Timko as Chief Financial Officer

PR Newswire
by PR Newswire0
Diebold Nixdorf announced the appointment of Thomas Timko as executive vice president and chief financial officer (CFO), effective May 17, 2024. He will be responsible for Diebold Nixdorf’s financial strategies, including optimizing the organization’s global financial systems and driving alignment of the company’s strategy to its financial performance to build value for stockholders and......
Oracle-Helps-Federal-Agencies-Optimize-Finance-in-the-Cloud
Cloud Finance Fintech News

Oracle Helps Federal Agencies Optimize Finance in the Cloud

PR Newswire
by PR Newswire0
Oracle Fusion Cloud ERP solution helps U.S. federal agencies increase efficiency and provide better services to their constituents  Oracle today announced Oracle Cloud Federal Financials, a purpose-built solution in Oracle Fusion Cloud Enterprise Resource Planning (ERP) to help federal agencies increase efficiency, improve resource allocation, and achieve more with less. The industry-specific solution enables federal agencies......
Women Confident Managing Short-Term Finances, but Less So on Long-Term Strategies, Finds New York Life Wealth Watch
Finance Fintech News

Women Confident Managing Short-Term Finances, but Less So on Long-Term Strategies, Finds New York Life Wealth Watch

Business Wire
by Business Wire0
The survey found that women report feeling the most knowledgeable about paying bills, maintaining good credit, and saving for emergencies. The latest findings from New York Life’s Wealth Watch survey provide insights into the existing financial confidence and knowledge gaps between men and women. Confidence is the top emotion that men......
Altoo and Divizend Launch Automated Dividend Payment Forecasting Feature for Security Holdings
Digital Payments News

Altoo and Divizend Launch Automated Dividend Payment Forecasting Feature for Security Holdings

PR Newswire
by PR Newswire0
New Altoo Wealth Management Platform feature optimizes future cash flow assessment and liquidity Altoo AG, a fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth, and Divizend GmbH, a technology company that develops solutions for dividend investments and related tax issues, have announced......
ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers
Finance News

ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers

PR Newswire
by PR Newswire0
ViewTrade also unveiled details for its 2024 product roadmap, which includes increased support across all asset classes, including more robust offerings for fixed income and options, and expansion into additional global markets to offer a full and flexible suite of solutions for retail brokers and investors worldwide. ViewTrade Holding Corporation......
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......
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