Search Results for: tax planning

New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios
Fintech InsurTech Investment Services News

New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios

Fintech News Desk
by Fintech News Desk0
Lincoln Financial Group announced that it will launch the next generation of its Lincoln AssetEdge Variable Universal Life (VUL) insurance offering on June 15. As many investors are faced with the dilemma of staying invested in the market during a time of elevated volatility, AssetEdge VUL (2020) features three new indexed accounts......
Millions of Americans Stand to Lose Trillions of Dollars Due to Covid-19
Fintech Investment Services News

Millions of Americans Stand to Lose Trillions of Dollars Due to Covid-19

Fintech News Desk
by Fintech News Desk0
Ric Edelman, founder of the nation’s largest independent financial planning and investment advisory firm,  released a 64-page report that warns of dire financial outcomes for millions of Americans. Edelman’s report, The Long-Term Financial Impact of Covid-19 and What it Means for You, asserts that the pandemic is leading people to bad......
Survey: COVID-19, Market Uncertainty Has Financial Advisers Feeling Bearish for the Next Six Months
Economy Fintech Investment Services News

Survey: COVID-19, Market Uncertainty Has Financial Advisers Feeling Bearish for the Next Six Months

Fintech News Desk
by Fintech News Desk0
2020 Trends in Investing Survey also reveals ESG funds gaining popularity among the advisory community COVID-19 is wreaking havoc across the country, especially in the financial markets and economy. With trillions of dollars in assets managed by the financial advisory community in the U.S., it’s logical to explore how financial......
Personal Capital Launches New Product Feature Recession Simulator
Fintech Investment Services News

Personal Capital Launches New Product Feature Recession Simulator

Fintech News Desk
by Fintech News Desk0
In the wake of market volatility due to COVID-19, the Recession Simulator provides insights into the effects of past market recessions Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, launched a new product feature and the first free tool of its kind, the Recession Simulator. Available......
Priceless Planet Coalition Expands, Unites Businesses and Consumers Worldwide to Preserve the Environment
Business Fintech Investment Services News

Mastercard Launches Recovery Insights Initiative to Inform Business and Government Economic Response Efforts

Fintech News Desk
by Fintech News Desk0
Extends COVID-19 Commitments by Providing Data Insights and Tools to New York City, London, Madrid, the State of Arizona and Other Governments Businesses and governments across the globe are looking for resources to help better manage the health, safety and economic risks presented by the recent pandemic. To assist in......
Avalara Enhances Portal for Developers with Improved Capabilities and User Experience
Business Fintech News Robotic Process Automation

Avalara Announces 20 Newly Certified Integrations Into Business Applications

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of 20 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms Avalara......
Tasan Promoted to Lead IT Strategy of Core Banking Tech at DCI
Banking Fintech News

Tasan Promoted to Lead IT Strategy of Core Banking Tech at DCI

Fintech News Desk
by Fintech News Desk0
CTO Eager to Build Next-Gen Backbone for Digital Evolution Data Center Inc. (DCI), the privately-owned developer of iCore360 core banking software and related omnichannel technologies for community financial institutions nationwide, has named Sencer Tasan its newest Chief Technology Officer (CTO) to lead the company’s core IT infrastructure and digital ecosystem.......
Wolters Kluwer Finance, Risk & Regulatory Reporting Launches Professional Services Consultancy Offering for Americas
Fintech News

InVivo Chooses Wolters Kluwer’s CCH Tagetik Solution to Support Their Growth and Modernize Their Financial Processes

Fintech News Desk
by Fintech News Desk0
InVivo will deploy the unified CCH Tagetik solution at group level in order to address all aspects of end-to-end financial management  CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a global provider of market-leading software solutions and information services for finance professionals has signed an agreement with InVivo, to......
Planful Wraps Up Successful Virtual Tour, Doubling Attendance as Interest in Continuous Planning Grows
Fintech News

Planful Announces “Planful Now” Offering to Provide High Impact ROI and Rapid Time to Value for Customers

Fintech News Desk
by Fintech News Desk0
Focused on Delivering Value Quickly, Planful Now Enables Agile, Confident Planning and Decision-Making in 30 Days or Less to Help Customers Get Back on Track Planful Inc. (formerly Host Analytics), a leading financial planning and analysis (FP&A) cloud platform provider, announced its “Planful Now” package offering at the Planful Virtual Tour,......
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