Search Results for: tax planning

Future Proof Unveils Cutting-Edge Lineup of Fintech Demo Drop Finalists
Fintech News

Future Proof Unveils Cutting-Edge Lineup of Fintech Demo Drop Finalists

Business Wire
by Business Wire0
Seven impressive fintechs set to showcase their innovations in front of the largest independent gathering of financial advisors and professionals in the world Future Proof Festival, the largest wealth festival in the world and the most anticipated event in finance, announced an elite group of finalists for the second annual......
Nassau Financial Group Advances Digital Capabilities and Retiretech by Partnering with LifeYield
Fintech Investment Services News

Nassau Financial Group Advances Digital Capabilities and Retiretech by Partnering with LifeYield

Business Wire
by Business Wire0
Expanded Resources to Help Clients Develop Strong Retirement Income Strategies Nassau Financial Group (“Nassau”) announced an agreement with LifeYield, a financial technology company specializing in applications that help advisors and independent insurance producers optimize retirement income, maximize Social Security, and minimize tax drag on investments for their clients. This collaboration is......
WisdomTree Launches CORBU x WT PolyMacro Model Portfolios
Fintech Investment Services News

WisdomTree Launches CORBU x WT PolyMacro Model Portfolios

Business Wire
by Business Wire0
WisdomTree, a global financial innovator, announces the launch of the CORBU x WT PolyMacro Model Portfolios, a collaborative effort with CORBU, a research intelligence and advisory platform, designed for a rapidly changing global investment landscape. These model portfolios seek to capitalize on key policy pivots through a thematic view of......
Ledgible Launches NFT Suite - NFT Management, Portfolio Tracking, & Accounting Software for NFTs
Digital Asset Management News

Ledgible Launches NFT Suite – NFT Management, Portfolio Tracking, & Accounting Software for NFTs

PR Newswire
by PR Newswire0
Unveils new NFT Management Platform, Tax & Accounting Tools for NFTs Ledgible, the leading digital asset tax, accounting, and data platform for Enterprises & Institutions,  announced the company launched its new NFT Suite, a professional offering for NFT portfolio management, tax & accounting tracking, reporting, and year-round planning. This new......
eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits
Finance News

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits

Fintech News Desk
by Fintech News Desk0
eMoney’s clients now have access to MaxMyInterest via an advisor connection in the eMoney platform MaxMyInterest, the leading provider of intelligent cash management solutions for individual investors and their advisors, announced an advisor connection within the financial planning platform of eMoney Advisor, a leading provider of technology solutions and services that......
ALCOR Investment Bank: Catalyzing Growth and Global Expansion for Indian Startups and Family Businesses
Investment Services News

ALCOR Investment Bank: Catalyzing Growth and Global Expansion for Indian Startups and Family Businesses

PR Newswire
by PR Newswire0
ALCOR Investment Bank, a global leader in investment banking and business growth strategies, is making headlines for transforming the financial trajectories of Indian startups and family-run businesses. Through a tailored blend of foreign market entry, acquisition arbitrage, and product innovation strategies, ALCOR empowers these firms to achieve exponential valuations and......
Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models Now Available on LPL’s Model Wealth Portfolios Platform
Finance News

Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models Now Available on LPL’s Model Wealth Portfolios Platform

Business Wire
by Business Wire0
WisdomTree, a global financial innovator, announced that its Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models are now available on LPL Financial’s unified managed account platform Model Wealth Portfolios (MWP). Latest Fintech Interview: Global Fintech Interview with Paul Monk, Chief Executive Officer at Alpha Development Professor Jeremy Siegel, Senior Economist to......
Commerce Featured Fintech Fintech Primers Technology

The Impact Of Fintech In Enhancing The Appeal Of Instagram Advertising

Pooja Choudhary
by Pooja Choudhary0
“At the end of the day, customer-centric fintech solutions are going to win.” – Giles Sutherland, Carta Worldwide The advent of financial technology (fintech) has revolutionized numerous industries, including advertising. This article explores the role of fintech in making Instagram advertising more attractive, highlighting the innovative tools and strategies that......
BUSINESSNEXT Unveils Revolutionary AI-Driven CX Platform for Retail and Corporate Banking
Banking News

BUSINESSNEXT Unveils Revolutionary AI-Driven CX Platform for Retail and Corporate Banking

GlobeNewswire
by GlobeNewswire0
BUSINESSNEXT, a universe of composable enterprise solutions to banks and financial services, is proud to announce the launch of its transformative, AI-driven Customer Experience Platform for Retail and Corporate Banks in Southeast Asia. Designed to modernize the way, financial institutions engage with their customers. BUSINESSNEXT is a universe of composable,......
Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm
Finance News

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm

PR Newswire
by PR Newswire0
Former Securian Financial Services Advisors Join Capitol Financial Solutions, A Group Affiliated with Royal Alliance Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner have joined Capitol Financial Solutions, one of the largest groups affiliated with Royal Alliance. The four former Securian......
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