Search Results for: tax planning

HornHub Enters Next Stage of Dynamic Content Creation with Beta Release
DeFi News

HornHub Enters Next Stage of Dynamic Content Creation with Beta Release

Fintech News Desk
by Fintech News Desk0
Hornhub, a pioneering content creator project built on the principles of Decentralized finance, is all set to launch the official beta version of its platform. The project is making a name for itself in the DeFi world space as one that consistently under-promises, but over-delivers. A content creation, fan subscription......
Parthenon Capital To Acquire RSM’s Wealth Management Practice
Capital Markets Digital Payments News

Parthenon Capital To Acquire RSM’s Wealth Management Practice

Fintech News Desk
by Fintech News Desk0
Parthenon to prioritize investments in firm’s client service, people and growth RSM US LLP (“RSM”), the nation’s leading provider of audit, tax and consulting services focused on the middle market, and Parthenon Capital (“Parthenon”), a leading growth-oriented private equity firm, announced they have entered into an agreement for Parthenon to......
Cetera Attracts Nearly $50 Billion In 2021
Finance News

Cetera Attracts Nearly $50 Billion In 2021

Fintech News Desk
by Fintech News Desk0
Results rank Cetera among top broker dealers in 2021 business development; Female financial professionals joining Cetera in record numbers, aligned with focus on recruiting diverse talent Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it attracted approximately $50 billion through its business development efforts in 2021,......
AU Royale World NRE/NRO Savings Account and Debit Card Brings Rewarding Benefits This Festive Season
Banking News

AU Royale World NRE/NRO Savings Account and Debit Card Brings Rewarding Benefits This Festive Season

Fintech News Desk
by Fintech News Desk0
Comes with unmatched features like zero mark-up charges on Debit Card Spends abroad and high-interest rates on NRE /NRO savings among others This festive season, AU Small Finance Bank announces a host of features and benefits for its NRI customers with AU Royale World, a premium banking and lifestyle proposition.......
Integrated Partners Adds Welborn Financial, Completes Record Financial Advisor Recruiting Year
Finance News

Integrated Partners Adds Welborn Financial, Completes Record Financial Advisor Recruiting Year

Fintech News Desk
by Fintech News Desk0
Integrated Partners, a national financial planning and registered investment advisory firm, completes a year of banner growth – adding 11 financial advisor teams totaling about $2.5 billion in assets serviced – capped with the addition of a new financial advisory team led by M. Kent Welborn, CFP, CEPA, AEP, CLU, and......
Prime Capital Investment Advisors to Join Forces with Financial Network Limited
Investment Services News

Prime Capital Investment Advisors to Join Forces with Financial Network Limited

Fintech News Desk
by Fintech News Desk0
The acquisition expands Prime Capital’s footprint on the East Coast and allows Financial Network Limited to provide more tailored services to clients Prime Capital Investment Advisors (PCIA) has announced its continued strategic expansion on the East Coast with its impending acquisition of Financial Network Limited (FNL). Based in Milford, Connecticut, FNL manages $325......
Potomac Fund Management Pays for Staff to Get Personal Financial Advice
Finance Fintech Funding News

Potomac Fund Management Pays for Staff to Get Personal Financial Advice

Fintech News Desk
by Fintech News Desk0
The latest in a series of new employee benefits, the firm has now added financial advice and tax services to its list of employee perks Potomac Fund Management, Inc., an investment strategist firm for financial advisors, rolled out a new employee benefit that covers the cost for employees to get......
Intuit QuickBooks Projects 17 Million New Entrepreneurs To Join Rapidly Growing Small Business Economy In 2022
Business Fintech News

Intuit QuickBooks Projects 17 Million New Entrepreneurs To Join Rapidly Growing Small Business Economy In 2022

Fintech News Desk
by Fintech News Desk0
After two record-breaking years of new business creation, Intuit QuickBooks forecasts the trend will persist in 2022, predicting up to 17 million new small businesses to be formed. The COVID-19 pandemic continues to influence how Americans want to work, with an overwhelming 83% of people saying it has accelerated their......
Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor
Banking Fintech News

Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, announced that it has expanded its Southeast team, hiring an additional senior private banker and senior wealth advisor in its Atlanta office. Latest Fintech Insights: Pinnacle Partners Launches $100 Million Opportunity Zone Investment Fund These hires are two of many that......
Affirm Launches Cash Back Rewards with New Pay Now Feature in the Affirm App
Fintech Mobile Banking News

Affirm Launches Cash Back Rewards with New Pay Now Feature in the Affirm App

Fintech News Desk
by Fintech News Desk0
Just in time for the holiday shopping sprint, Affirm users can earn cash back rewards when paying in full at hundreds of participating merchants including Best Buy and Priceline Affirm, the payment network that empowers consumers and helps merchants drive growth, announced a set of updates to the Affirm App......
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