Search Results for: tax planning

SURVEY: Middle-Income Americans’ Primary Concern Shifts Away From Inflation
Finance News

SURVEY: Middle-Income Americans’ Primary Concern Shifts Away From Inflation

Business Wire
For the first time since 2021, health topped inflation as the main worry Primerica, Inc., a leading provider of financial services in the United States and Canada, released the Middle-Income Financial Security Monitor — a national survey that measures changes in the sentiments of middle-income families in the U.S. about their......
Intelligent Automation: The Banking Sector’s $2BILLION Untapped Resource
Artificial Intelligence Banking Guest Posts

Intelligent Automation: The Banking Sector’s $2BILLION Untapped Resource

Brian Halpin
Automation technology could add $2 billion in annual value to the global banking sector through revenue increases, cost reductions and unrealized opportunities. Yet the benefits of automation remain largely untapped. This is because of the significant challenges of integrating automation, which hamper digital transformation efforts, including lack of a clear implementation strategy, insufficient executive support and severely limited use of automation within corporate......
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
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......
Zayo Group Appoints Jeffrey Noto as Chief Financial Officer
Fintech News

Zayo Group Appoints Jeffrey Noto as Chief Financial Officer

Fintech News Desk
30-year Verizon veteran joins Zayo Group as the company continues to drive significant growth and network investment  Zayo Group Holdings, a leading global communications infrastructure platform, introduced experienced telecommunications financial executive Jeffrey Noto as its new chief financial officer. In this role, Noto will oversee Zayo’s global finance organization—including accounting,......
New Financial Confidence Survey Reveals Major Gaps in US Residents' Ability To Manage Their Finances
Finance News

New Financial Confidence Survey Reveals Major Gaps in US Residents’ Ability To Manage Their Finances

PR Newswire
New Survey from Unbiased.com Reveals a Third of Americans Blame the Education System For Their Lack Of Confidence In Financial Matters A new survey from Unbiased, the leading source for impartial and independent financial advice in the United Kingdom, which recently launched in the U.S., reveals some concerning shortcomings in the U.S.......
Strike Brings Lightning-Fast Money Transfers from the U.S. to Vietnam
Digital Payments News

Strike Brings Lightning-Fast Money Transfers from the U.S. to Vietnam

Business Wire
Strike, the world’s leading digital payments platform built on Bitcoin’s Lightning Network, announced the launch of fast, secure, and low-cost money transfers from the U.S. to Vietnam, further expanding its revolutionary cross-border payment service. “We believe that everyone should have access to fast, easy, and low-cost payment services” Strike has......
Crystal Capital Partners' Tech Team Expands to Represent 50% of Staff Amid Double-Digit Growth
Investment Services News

Crystal Capital Partners’ Tech Team Expands to Represent 50% of Staff Amid Double-Digit Growth

PR Newswire
Senior Executives Bring to Alternative Investment Platform Unrivaled Expertise in Software Development, Mar-Tech and More Crystal Capital Partners, a wealth-tech provider and leading turnkey alternative investment platform for financial advisors, announced the continued build-out of its integrated technology solutions team. This expansion underscores Crystal’s commitment to its advisory network to provide......
Impact Of Machine Learning
Artificial Intelligence Featured Fintech Primers Machine Learning Technology

Impact Of Machine Learning

Pooja Choudhary
Massive amounts of vital data are produced when legacy systems are digitally transformed. These data are subjected to machine learning analysis to find hidden trends and patterns. So that you don’t miss out on cutting-edge innovations that advance data processing, we provide you with data-driven innovation insights based on the......
8 Leading Central Banks
Banking Featured Fintech Primers

8 Leading Central Banks

Pooja Choudhary
A Central Bank: What Is It? A central bank is a public institution that is into the currency management of a particular country or group of countries in which it functions and controls the money supply present in that country – to be specific, the amount of money in physical......
ZEDRA Completes Rebranding of AlleyBe Group
Finance Fintech News

ZEDRA Completes Rebranding of AlleyBe Group

PR Newswire
Strengthens ZEDRA’s operations in Malta and aligns with the firm’s Global Expansion services offering plans ZEDRA, the fast-growing global specialist in Active Wealth, as well as Corporate, Global Expansion, Funds, Pensions and Incentives services, announces it has completed the integration and rebranding of AlleyBe Group, a leading Maltese corporate service......
1