Search Results for: tax planning

Latest MoneyGuard Solution From Lincoln Financial Group Offers More Control, Flexibility and Options
Finance Fintech News

Latest MoneyGuard Solution From Lincoln Financial Group Offers More Control, Flexibility and Options

Fintech News Desk
by Fintech News Desk0
Lincoln Financial introduces the innovative new Benefit Transfer Rider available with MoneyGuard Fixed Advantage Lincoln Financial Group launched the next generation of Lincoln MoneyGuard by introducing MoneyGuard Fixed Advantage, a universal life insurance policy with a long-term care rider. The MoneyGuard solutions suite helps address the concerns of 87% of Americans surveyed who say......
Vision Retirement Announces Partnership with TEG Federal Credit Union
Fintech News

Vision Retirement Announces Partnership with TEG Federal Credit Union

Fintech News Desk
by Fintech News Desk0
The Leading Retirement Planning Firm, with Offices in Ridgewood and Nutley, New Jersey, will Offer Members Affordable Access to a Certified Financial Planner Professional The independent advisory firm Vision Retirement, headquartered in Ridgewood, New Jersey, announces a partnership with TEG Federal Credit Union, with eight locations spread throughout New York’s Hudson Valley. The new partnership will provide the......
200+ People Strengthen Financial Literacy, Small Business Acumen in Pathway Financial Education Program's First Year
Fintech News

200+ People Strengthen Financial Literacy, Small Business Acumen in Pathway Financial Education Program’s First Year

Fintech News Desk
by Fintech News Desk0
Innovative program launched during Financial Literacy Month a year ago welcomes new 2022 class of teen-agers, adults and small business owners this month The non-profit Pathway Financial Education program welcomes its second-year 2022 class of students this month during national Financial Literacy Month and the one-year anniversary of its opening......
Main Street Alliance and TRNXN Company Announce Partnership to Help Small Businesses Thrive
Digital Payments News

Main Street Alliance and TRNXN Company Announce Partnership to Help Small Businesses Thrive

Fintech News Desk
by Fintech News Desk0
Main Street Alliance (MSA), the leading organization in small business advocacy, and TRNXN (Transaction) Company, one of the fastest growing payments technology organizations, have announced a joint initiative to help businesses across the country use modern point-of-sale technology to reduce costs and grow sales. “The amount of technology available to......
Infosys Cobalt Financial Services Cloud, an Industry Cloud Platform to Help Firms Unleash the Power of Cloud-Driven Transformation
Cloud Finance News

Infosys Cobalt Financial Services Cloud to Help Firms Unleash the Power of Cloud-Driven Transformation

Fintech News Desk
by Fintech News Desk0
With out-of-the-box industry services, assets, and frameworks, the new financial services cloud platform sets the stage for accelerating business value in the cloud Infosys, a global leader in next-generation digital services and consulting, announced the launch of Infosys Cobalt Financial Services Cloud, an industry cloud platform for enterprises to accelerate business......
What’s next for Open Banking?
Featured Finance Fintech

What’s next for Open Banking?

Sudipto Ghosh
by Sudipto Ghosh0
Laser Focus on Local Initiatives Fuels New Solutions and Wider Adoption; Europe and a Few APAC Countries Are at the Forefront of Open Banking Innovation as Fintechs and Regulators Work to Reach Mainstream Adoption Exemplary actions from regulators in Europe and some APAC countries, fostering and incentivizing innovation, are behind......
insightsoftware Acquires Legerity, Adding Cloud-Based Accounting Rules Offering for Complex Financial Transformation
Compliance management News

insightsoftware Acquires Legerity, Adding Cloud-Based Accounting Rules Offering for Complex Financial Transformation

Fintech News Desk
by Fintech News Desk0
Legerity FastPost Platform brings new capabilities to insightsoftware Consolidation and Close Offerings insightsoftware, a global provider of reporting, analytics, and performance management solutions, announced it has expanded its footprint in Europe with the acquisition of Legerity, a provider of cloud-based accounting rules software. This deal brings a new solution set......
FinancialForce Spring 2022 Release Empowers Organizations to Run a Connected Business Globally
Business Finance News

FinancialForce Spring 2022 Release Empowers Organizations to Run a Connected Business Globally

Fintech News Desk
by Fintech News Desk0
Spring Release updates include more localizations, powerful intelligence, and the ability to unlock full business visibility FinancialForce, the leading provider of customer-centric business applications across finance, services, and customer success teams, announced general availability of its Spring 2022 Release. New capabilities include ERP Cloud enhancements that make it easier than......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
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