Search Results for: tax planning

Advisor Credit Exchange Partners With Janney Montgomery Scott to Offer Seamless Access to Expanded Lending Platform
Banking News

Advisor Credit Exchange Partners With Janney Montgomery Scott to Offer Seamless Access to Expanded Lending Platform

Fintech News Desk
by Fintech News Desk0
Advisor Credit Exchange, LLC announces that Janney Montgomery Scott LLC will now offer the Advisor Credit Exchange platform to its Financial Advisors, expanding the lending solutions available to support their clients’ goals and financial plans. Latest Fintech Insights: Globant Launches New Reinvention Studios to Impact Industries with Digital Transformation Through the......
Seeking Guidance for the Future, Younger Generations are Turning to Social Media for Financial Advice
Fintech News

Seeking Guidance for the Future, Younger Generations are Turning to Social Media for Financial Advice

Fintech News Desk
by Fintech News Desk0
NAPFA Consumer Survey finds Gen Z Americans and Millennials feel a lack of guidance when it comes to retirement planning Over one-third (34%) of Millennials and Generation Z Americans say that a lack of financial guidance is inhibiting to their ability to prepare for retirement, according to a survey released......
Sovos Extends VAT Determination Capabilities With Acquisition of Germany’s TLI Consulting
Fintech News

Sovos Extends VAT Determination Capabilities With Acquisition of Germany’s TLI Consulting

Fintech News Desk
by Fintech News Desk0
Acquisition holds immediate benefit for customers with complex supply chains and footprints across Europe; furthers Sovos’ long-term global tax engine strategy Global tax software provider Sovos announced it has acquired Germany-based TLI Consulting GmBH. The move significantly advances Sovos’ value-added tax (VAT) determination capabilities, with immediate benefits for businesses running......
HSBC Bank Launches New Donor Advised Fund
Banking Fintech News

HSBC Bank Launches New Donor Advised Fund

Fintech News Desk
by Fintech News Desk0
New fund provides HSBC clients with a simple, efficient and flexible way to make charitable contributions HSBC Bank USA introduced the HSBC Donor Advised Fund (HSBC DAF) in collaboration with National Philanthropic Trust (NPT), the largest national and independent charitable sponsor of DAFs. This new program allows HSBC clients to......
Former IMF and Bank of Canada Executive Joins CAARY Capital as CFO
Fintech News

Former IMF and Bank of Canada Executive Joins CAARY Capital as CFO

Fintech News Desk
by Fintech News Desk0
CAARY Capital announced the appointment of Sabrina Pilbauer to Chief Financial Officer, effective December 1, 2021. “Her experience in growth strategies, her deep institutional knowledge and her background in the credit and lending space will be critical as we embark on our next funding round and as we continue to......
Boxed Working with HIVE Brands to Help Power its e-Commerce Operations through the Boxed Suite of Integrated Software and Services
E-commerce News

Boxed Working with HIVE Brands to Help Power its e-Commerce Operations through the Boxed Suite of Integrated Software and Services

Fintech News Desk
by Fintech News Desk0
Hive Brands is Expected to Become the Latest Addition to Boxed’s Growing Stable of Software & Services Clients Boxed, an e-commerce grocery platform which sells bulk consumables and licenses its e-commerce software to enterprise retailers, announced it is working with online marketplace Hive Brands (“Hive”) to fuel its e-commerce operations......
Wish Appoints Veteran Finance Executive Vivian Liu as New CFO
Commerce Fintech News

Wish Appoints Veteran Finance Executive Vivian Liu as New CFO

Fintech News Desk
by Fintech News Desk0
Finance leader brings more than 20 years of private and public company experience to Wish ContextLogic Inc., one of the world’s largest mobile ecommerce platforms, announced the appointment of Vivian Liu as Chief Financial Officer, effective November 10, 2021. This is the latest in a series of C-suite appointments at......
Radiant Logic Expands Executive Team with Appointment of New Chief Financial Officer
Fintech News

Radiant Logic Expands Executive Team with Appointment of New CFO

Fintech News Desk
by Fintech News Desk0
Justin Sollenne Joins Leadership Team to Support Company Expansion Radiant Logic, the enterprise Identity Data Fabric company, announced that Justin Sollenne, a seasoned financial executive, will join its growing leadership team as the Chief Financial Officer. “I am excited to have Justin on board as we map out our strategic......
Hightower Makes Strategic Investment in Bluerock Wealth Management
Investments News

Hightower Makes Strategic Investment in Bluerock Wealth Management

Fintech News Desk
by Fintech News Desk0
Bluerock, a $700 million firm in Alpharetta, Ga., is joining Hightower to sustain and accelerate its double-digit organic growth Hightower announced it has made a strategic investment in Bluerock Wealth Management LLC (“Bluerock”), a $700 million advisory business in Alpharetta, Ga. Bluerock, which provides individuals and families with personalized financial planning, strategic investing and proactive tax consulting,......
Investments in Global Contactless Services Spike to Improve Customer Satisfaction
Investments News

Dual City Investments Launches New Advantage Fund

Fintech News Desk
by Fintech News Desk0
Dual City Investments is pleased to announce the launch of its latest fund, the Dual City Advantage Fund. The new offering is a commercial real estate private equity fund where investors are put at the forefront. Dual City Investments has created a niche in the market that has proven results and......
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