Search Results for: tax planning

Exencial Wealth Advisors Partners with First United Bank
Fintech News

Exencial Wealth Advisors Partners with First United Bank

Fintech News Desk
by Fintech News Desk0
Leading RIA receives a minority investment from one of the nation’s largest community banks, expanding and deepening its service offering for clients Leading independent wealth management firm Exencial Wealth Advisors (Exencial) announces its partnership with First United Bank (First United), a Spend Life Wisely Company® and one of the nation’s premier financial institutions, which......
Blackhawk Network Announces David McLaughlin as Chief Financial Officer
Fintech News

Blackhawk Network Announces David McLaughlin as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
McLaughlin brings more than 25 years of financial experience across multiple sectors including financial services and fintech Blackhawk Network, a global payments provider, announced David McLaughlin has been named its chief financial officer. McLaughlin will report into Blackhawk’s CEO and president Talbott Roche directly and lead Blackhawk’s global accounting, financial planning, internal audit, tax, treasury and settlement......
Wealth Migrate
Finance Investments News

Wealth Migrate: Expert Advice From Scott Picken on Offshore Investments

Fintech News Desk
by Fintech News Desk0
Picken believes there are three main factors you must consider when investing offshore Investing offshore has been made vastly easier with advances in tech, and for companies like Wealth Migrate, these options are now more accessible for investors through its online platform. Wealth Migrate has been trying to achieve this......
Abaxx Technologies Inc. Announces Additions to Executive Management and Market Structure Advisory Leads
Fintech News

Abaxx Technologies Inc. Announces Additions to Executive Management and Market Structure Advisory Leads

Fintech News Desk
by Fintech News Desk0
Abaxx Technologies Inc.,, a financial software (fintech) company, majority shareholder of Abaxx Singapore Pte. Ltd., the Abaxx Commodity Exchange (ACX), and producer of the SmarterMarkets™ Podcast, announces that Wes Fulford has been appointed to serve as interim Chief Financial Officer and Celine Tan has been appointed Financial Controller of Abaxx Singapore, effective June......
WisdomTree Announces +Crypto Model Portfolios for Advisors in Collaboration with Onramp Invest which Features Gemini Integration
Finance Fintech News Trading

WisdomTree Announces +Crypto Model Portfolios for Advisors in Collaboration with Onramp Invest which Features Gemini Integration

Fintech News Desk
by Fintech News Desk0
WisdomTree Investments, Inc., an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, announced today the WisdomTree +Crypto Model Portfolios. The WisdomTree +Crypto Model Portfolios are expected to be available for advisors to view as an educational resource, including via Onramp Invest, a financial technology start-up focused on......
Amicus.io Expands Global Business Development Team, Appoints Mike Todd as Vice President of Sales
Finance Fintech News

Amicus.io Expands Global Business Development Team, Appoints Mike Todd as Vice President of Sales

Fintech News Desk
by Fintech News Desk0
Former Fidelity Investments Canada VP Brings Two Decades of Leadership in Wealth Management and Charitable Giving Amicus.io, the fintech company on a mission to create a more generous world, announced Mike Todd as Vice President of Sales, responsible for the company’s business development and sales in Canada. Amicus.io is making charitable giving......
eBay Names Steve Priest Chief Financial Officer
Finance Fintech News

eBay Names Steve Priest Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Accomplished leader brings a wide range of strategic business and financial experience eBay Inc. announced it has named Steve Priest Chief Financial Officer. In this role, Steve will oversee all global aspects of eBay’s financial operations including controllership, financial planning and analysis, tax, treasury, audit, mergers and acquisitions, and investor relations. Steve will......
ABBYY Completes Investment from Marlin Equity Partners to Accelerate Growth
Investments News

ABBYY Completes Investment from Marlin Equity Partners to Accelerate Growth

Fintech News Desk
by Fintech News Desk0
ABBYY, a Digital Intelligence company, announced it has completed a significant investment by Marlin Equity Partners, a global technology-focused investment firm. As a result of this investment, Marlin will become ABBYY’s largest shareholder and be a strategic growth partner for the company’s continued market expansion. ABBYY is excited to announce......
InvestCloud Acquires Advicent and the NaviPlan Platform
Cloud Digital Finance Fintech News

InvestCloud Acquires Advicent and the NaviPlan Platform

Fintech News Desk
by Fintech News Desk0
Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a unified digital experience across all wealth segments InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider. Advicent, a Vista Equity......
HanesBrands Names Michael Dastugue Chief Financial Officer
Finance Fintech News

HanesBrands Names Michael Dastugue Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
HanesBrands, a leading global marketer of branded everyday apparel, today announced that Michael Dastugue has been named chief financial officer, effective May 1, 2021. “Michael has an impressive record of delivering results and building capabilities” Dastugue will bring more than 30 years of financial leadership and transformation experience at large......
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