Search Results for: tax planning

Bridging the Labor Gap in Accounting using AI Technology
Artificial Intelligence B2B Digital Guest Posts

Bridging the Labor Gap in Accounting using AI Technology

John McGowan
by John McGowan0
Like many other sectors, the accounting industry is experiencing a significant labor gap as demand for services grows while the supply of qualified professionals struggles to keep pace. From students electing to pursue other degrees and the silver tsunami of retiring generations, job openings for accountants and auditors are expected......
Non-bank Lenders Are Demonstrating Resilience in the Face of a Tumultuous Economy
Lending News

Non-bank Lenders Are Demonstrating Resilience in the Face of a Tumultuous Economy

Fintech News Desk
by Fintech News Desk0
A new report from business data API provider Codat shows that business lenders are continuing to innovate and evolve their offerings despite current economic challenges. The study of 115 business lenders in the US & UK shows providers are adapting their strategies and priorities to narrow in focus on operational......
Best Egg Appoints Charles Do as New Chief Consumer Lending Officer
Lending News

Best Egg Appoints Charles Do as New Chief Consumer Lending Officer

PR Newswire
by PR Newswire0
Veteran Financial Services Leader to Head Consumer Lending Initiatives and Join the Executive Committee Best Egg, a leading fintech that drives financial confidence, announced the appointment of Charles Do as its Chief Consumer Lending Officer. A recognized leader with almost two decades of financial services experience, Do will oversee Best Egg’s consumer lending......
1 in 10 UK Small and Mid-Sized Businesses on Tide
Finance Fintech News

1 in 10 UK Small and Mid-Sized Businesses on Tide

Business Wire
by Business Wire0
550,000 UK businesses use Tide for their finance and admin Tide, the leading business financial platform, has reached a significant growth milestone. The business now boasts a 10% market share of all UK small businesses with more than 550,000 customers (members). “Reaching 10% market share in the UK is a......
Small Business Owners On Alert For Operational Challenges, JPMorgan Chase Survey Finds
Business Finance News

Small Business Owners On Alert For Operational Challenges, JPMorgan Chase Survey Finds

Business Wire
by Business Wire0
While small to mid-size business leaders have concerns about the health of national and global economies, their personal outlooks remain bullish, according to the Chase 2023 Midyear Business Leaders Outlook survey released. “To their credit, they continue to demonstrate an ability to adapt and adjust through the ups and downs of economic cycles.”......
Flourish Cash Announces Significant Raise in FDIC Insurance Coverage and Elevated Interest Rate
Investment Services News

Flourish Cash Announces Significant Raise in FDIC Insurance Coverage and Elevated Interest Rate

GlobeNewswire
by GlobeNewswire0
Two-Person Households Now Eligible to Receive up to $10M in FDIC Insurance Through its Program Banks Flourish, a platform that provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’ financial futures, announced that Flourish Cash, its cash management offering, has raised its already elevated......
Three Tips for Taking Your Start-Up International
Business Guest Posts Recommended Technology

Three Tips for Taking Your Start-Up International

Doireann Mooney
by Doireann Mooney0
Getting a start-up off the ground is hard enough work to begin with – taking it international can feel like you are doing much of that work all over again. As you look to enter new markets or expand your support for global customers with your first international operation, there......
Next-Gen Visionaires Fidelity® Study Reveals How the Next Wave of College Students Are Rewriting the Rules of College Selection for a Brighter Financial Future
Fintech Investment Services News

Fidelity Study Reveals How Next Wave of College Students Are Rewriting Rules of College Selection for Brighter Financial Future

Business Wire
by Business Wire0
Gen-Z Embraces ‘Fear of Losing Out’ on Their College Investment, Yet Many lack Knowledge on Actual Education Costs Most Recent College Graduates Would Reconsider What They Studied to Secure a Better ROI; Still, 65% Agree the Value of a College Education is Worth the Cost Fidelity Offers Resources to Help Families Make......
Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
Artificial Intelligence Fintech News

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

Business Wire
by Business Wire0
New platform includes a proprietary CRM system, client portal, marketing automation, and compliance and back-office support to provide advisors with unprecedented efficiency Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a national registered investment advisor......
Halcyon & OpenFin: Empowering Wealth Advisors with Data-Led Insights and Streamlined Workflows
Fintech News

Halcyon & OpenFin: Empowering Wealth Advisors with Data-Led Insights and Streamlined Workflows

PR Newswire
by PR Newswire0
Halcyon, an AI fintech firm renowned for its expertise in sophisticated data integration, has joined the OpenFin ecosystem and unveiled a transformative solution on the OpenFin platform, the operating system for enterprise productivity. Halcyon has initiated a pioneering integration that unifies potent tax preparation insights with a state-of-the-art desktop experience.......
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