Tag : Advisory services

Deloitte-Bitwave Strategic Alliance Revolutionizes Digital Asset Accounting and Compliance
Blockchain News

Deloitte-Bitwave Strategic Alliance Revolutionizes Digital Asset Accounting and Compliance

PR Newswire
by PR Newswire0
Deloitte, a leader in audit and assurance, consulting, tax, and risk and financial advisory services, including more than a decade of experience providing end-to-end blockchain and digital assets services to clients – from traditional enterprises to digital asset-specific companies – and Bitwave, a leading enterprise accounting platform for digital assets, announced......
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......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Banking Capital Markets Investment Services News

Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking

Fintech News Desk
by Fintech News Desk0
MUFG Union Bank today announced that Rob Swanson has joined as Managing Director, Northern California Market President. Based in the Bay Area, Swanson reports to Bita Ardalan, Head of Commercial Banking for Union Bank. Read More: OWNR Announces Its Cryptocurrency Wallet Turns Into A Wholesome Ecosystem In his role, Swanson......
4 Ways to Execute a Successful Identity Governance Program
Business Digital Fintech Guest Posts Risk Management

4 Ways to Execute a Successful Identity Governance Program

John Milburn
by John Milburn0
When we think of cyber security, our mind races to high-profile security breaches, the dark web, and cyber criminals out to acquire your money, data, or personal information. While safeguarding against these big threats is an important part of any business strategy, there are other vitally important risks that get......
Banking Capital Markets Fintech Investment Services News Risk Management

Quisitive Engages Adrian Martinez to Assist in the Development of LedgerPay’s Risk Management Program

Fintech News Desk
by Fintech News Desk0
Quisitive Technology Solutions Inc. , a premier Microsoft Solutions Provider, announced today that it has retained banking and financial technology (“fintech”) industries expert Adrian Martinez as an advisor to the development of Quisitive’s LedgerPay risk management program. Read More: Curioinvest Launches Capital Dex, the Decentralized Exchange Primarily For Security Tokens Mr.......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.

Fintech News Desk
by Fintech News Desk0
FDCTech, Inc., a fintech company with a full suite of FX and Crypto technology and business solutions, today announced that it has entered into a non-binding letter of intent (“LOI”) to acquire hundred percent equity interest in Genesis Financial, Inc. , a diversified financial services company with a focus on......
Corvee Releases First-of-its-Kind Software for Proactive and Strategic Tax Planning
Business Fintech News

Corvee Releases 2021 Tax Season Questionnaires in Tax Planning Software

Fintech News Desk
by Fintech News Desk0
Corvee, a software and solutions company which serves tax and accounting firms, today announces the release of its 2021 tax season questionnaires, file requests and engagement letters directly within the company’s Tax Planning software. This technology was developed by Michael Bergman, lead software engineer at Corvee, and the Corvee team......
Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly
Fintech Investment Services News

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly

Fintech News Desk
by Fintech News Desk0
Announcement adds to appointment of Anil Arora, Former CEO of Envestnet | Yodlee as Executive Co-Chairman in July. Positivly, a personalized investment matching and relationship platform built with the world’s first financial personality test, announced key additions to its leadership as the company enters a new phase of growth. Lisa Mougin (Former......
CPA.com and Jirav Launch Strategic Partnership
Business News

AICPA and CPA.com Announce All-Virtual Digital CPA Event This Year

Fintech News Desk
by Fintech News Desk0
Acceleration of Change is Overarching Theme of Dec. 8 Forum Digital CPA, an event hosted by the American Institute of CPAs (AICPA) and its business and technology arm, CPA.com, will focus this year on change management, successful deployment of distributed teams and technological innovation in the accounting profession. Read More: Bank......
2019 Another Blockbuster Year for Fintech: KPMG Pulse of Fintech
Business Investment Services News

2019 Another Blockbuster Year for Fintech: KPMG Pulse of Fintech

Fintech News Desk
by Fintech News Desk0
Cross-border M&A remains strong at $USD54.2 billion in deal value – despite ongoing global trade tension Fintech deals by global tech giants on the rise with $USD3.5 billion invested across 46 deals in 2019 $USD135.7 billion in global fintech funding in 2019, including record-setting $USD77.1 billion in Q3’19 Global fintech......
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