Search Results for: tax preparation

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
Accountancy Software Platform Ageras Group Raises $73M to Expand Its Ecosystem Further Into B2B Fintech
B2B Banking Digital Fintech Investment Services News Risk Management

Accountancy Software Platform Ageras Group Raises $73M to Expand Its Ecosystem Further Into B2B Fintech

Fintech News Desk
by Fintech News Desk0
Ageras Group, a group of companies backed by Investcorp Technology Partners (“ITP”) that offers a range of mission-critical accountancy software solutions to small businesses, also known for their online marketplace Ageras.com helping business owners save time and money by comparing quotes from qualified accountants, has 73 million more reasons to......
Barclays Data: 2020 Highest Ever Year for Scams
Banking Business Fintech News

Barclays Accelerator Welcomes New York Class of 2021

Fintech News Desk
by Fintech News Desk0
Barclays is excited to introduce the latest class of FinTech-focused startups that will join the 2021 New York Barclays Accelerator, powered by Techstars. Established in 2014, this intensive 13-week program is designed to fast-track the next generation of FinTechs. Participating companies will collaborate with a team of Barclays executives, the......
Financial Data Exchange Releases New Open Finance Standards & FDX API Version 4.5
Business Fintech News

Financial Data Exchange Releases New Open Finance Standards & FDX API Version 4.5

Fintech News Desk
by Fintech News Desk0
Financial services ecosystem takes giant leap towards interoperability and standardization of consumer data sharing with release of new standards and first steps toward a comprehensive conformance and certification program. The Financial Data Exchange (FDX) announced its Fall release this morning which includes a myriad of technical standards and updates to......
Central Bank & Trust Selects CheckAlt for Integrated Receivables to Support Growth Strategy
Banking Fintech News

Central Bank & Trust Selects CheckAlt for Integrated Receivables to Support Growth Strategy

Fintech News Desk
by Fintech News Desk0
Benefitting from CheckAlt’s complete integrated receivables solution suite, Central Bank & Trust positions itself to increase services for corporate clients in 2021. CheckAlt, the largest independent provider of lockbox and treasury management solutions in the U.S., has been selected by Central Bank & Trust, a part of Farmers & Stockmens......
Kismet Wealth Group Selects FutureVault to Launch its Digital Vault Platform for Clients
Fintech News

Kismet Wealth Group Selects FutureVault to Launch its Digital Vault Platform for Clients

Fintech News Desk
by Fintech News Desk0
Secure Collaboration with Clients Key during COVID-19 Kismet Wealth Group, a diversified financial and professional services firm, and FutureVault, an industry leader in enterprise digital vault solutions, have announced the launch of the Kismet Wealth Vault. Read More: BlueVisor Takes Second Place In Fintech Unicorn Battle In Asia The Kismet Wealth......
KBC Bank Chooses Finastra for Libor Transition
Business Fintech News

SafeSend Appoints Scott Fleszar as Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
SafeSend announced , Scott Fleszar has been appointed Chief Executive Officer, effective immediately. He will assume day-to-day leadership of the business, and continue championing operational and growth strategies. A technology markets, tax and accounting sector veteran, Fleszar has served as SafeSend’s Chief Operating and Strategy Officer since joining the organization......
Wolters Kluwer adds CCH Axcess™ AutoCheck to its integrated audit solution set
Business Fintech News

Wolters Kluwer Adds CCH Axcess™ AutoCheck to its Integrated Audit Solution Set

Fintech News Desk
by Fintech News Desk0
Latest addition to award-winning, cloud-based CCH Axcess™ platform helps ensure accounting firms or organizations follow all applicable standards when preparing financial statements Today, Wolters Kluwer Tax & Accounting announced the addition of the CCH Axcess™ AutoCheck expert solution to its award-winning CCH Axcess™ cloud-based tax preparation, compliance and workflow management platform. Leveraging the platform’s common elements, such......
H&R Block Study Reveals Majority of Small Business Owners Need Personal Advice to Recover from Pandemic
Business Fintech News

H&R Block Study Reveals Majority of Small Business Owners Need Personal Advice to Recover from Pandemic

Fintech News Desk
by Fintech News Desk0
A majority of small business owners say in the wake of the pandemic, they need one-to-one business advice. This is just one of the main findings in the first of a four-part study, “Small Business Recovery Series,” by H&R Block (NYSE: HRB) tracking the trends of pandemic-related impacts, attitudes, and......
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