Tag : financial planning

Tanager Partners With FDL To Enhance Tax Reporting Services For British-American Families
Fintech Investment Services News

Tanager Partners With FSL To Enhance Tax Reporting Services For British-American Families

Fintech News Desk
by Fintech News Desk0
Wealth Management LLP (Tanager) – a wealth management firm helping transatlantic families and US-connected persons with their financial planning and investment needs – has announced a new agreement with Financial Software Ltd (FSL) to provide enhanced tax reporting services through FSL’s market-leading investment tax management solution, CGiX.  Under the agreement,......
BMO Survey: More Than a Third of Americans Using AI to Manage Finances
Finance News

BMO Survey: More Than a Third of Americans Using AI to Manage Finances

PR Newswire
by PR Newswire0
61% of Gen Z use AI to help manage their finances and investments – more than any other generation. 64% do not believe AI understands how emotions influence financial planning. The BMO Real Financial Progress Index reveals a growing number of Americans, notably Gen Z, are increasingly using artificial intelligence......
Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice
Fintech News

Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice

PR Newswire
by PR Newswire0
New Policygenius survey shows stark differences in where Americans turn when they need money advice Americans have plenty of choices when it comes to where they get financial advice, from websites and social media influencers to professional experts like CFPs, CFAs, and CPAs. New data released today shows that more than......
OneStream Splash will Empower the Office of the CFO to Take Finance Further in a Complex Business Landscape
Finance News

OneStream Splash will Empower the Office of the CFO to Take Finance Further in a Complex Business Landscape

Business Wire
by Business Wire0
OneStream’s 14th annual customer conference will enable finance leaders to drive corporate growth with AI-powered innovation, customer success stories and visionary keynotes OneStream Software, the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions — including financial close, consolidation, reporting, planning......
Accenture and Oracle Collaborate to Help Clients Accelerate Generative AI Adoption, Starting with the Finance Organization
Artificial Intelligence Fintech News

Accenture and Oracle Collaborate to Help Clients Accelerate Generative AI Adoption, Starting with the Finance Organization

Business Wire
by Business Wire0
New solutions and use cases empower CFOs with generative AI to reinvent financial planning and analysis, helping to optimize operations and fuel growth Building on their ecosystem partnership of more than 30 years, Accenture (NYSE: ACN) and Oracle (NYSE: ORCL) are investing in new generative AI solutions, tools, and trainings......
Diebold Nixdorf Announces Thomas Timko as Chief Financial Officer
Finance News

Diebold Nixdorf Announces Thomas Timko as Chief Financial Officer

PR Newswire
by PR Newswire0
Diebold Nixdorf announced the appointment of Thomas Timko as executive vice president and chief financial officer (CFO), effective May 17, 2024. He will be responsible for Diebold Nixdorf’s financial strategies, including optimizing the organization’s global financial systems and driving alignment of the company’s strategy to its financial performance to build value for stockholders and......
NewRetirement-Raises-$20-Million-in-Series-A-Funding-to-Scale-Enterprise-Partnerships-and-Increase-Access-to-Comprehensive-Financial-Planning
Finance Fintech News

NewRetirement Raises $20 Million in Series A Funding to Scale Enterprise Partnerships and Increase Access to Comprehensive Financial Planning

Business Wire
by Business Wire0
The round was led by Allegis Capital and joined by Ulu Ventures, Nationwide Ventures, Fin Capital, Frontier Venture Capital, Cameron Ventures, Marin Sonoma Impact Ventures, Northwestern Mutual Future Ventures, Plug and Play Ventures and Motley Fool Ventures, bringing the company’s total funding to $20.8 million. NewRetirement, a comprehensive, digital-first financial......
The Gershman Group Partners with LPL's New PWM Platform
Fintech News

The Gershman Group Partners with LPL’s New PWM Platform

PR Newswire
by PR Newswire0
The new platform, blending independence with employee benefits, represents a game-changer in the industry, positioning LPL as a formidable competitor against the likes of UBS, Morgan Stanley, and Merrill Lynch. Roger Gershman of The Gershman Group who is known to represent the who’s-who of elite advisors for both banks and independents believes LPL’s launch......
SURVEY: Middle-Income Americans Split on Outlook for Personal Finances
Finance Fintech News

SURVEY: Middle-Income Americans Split on Outlook for Personal Finances

Business Wire
by Business Wire0
Purchasing power reaches highest levels since February 2022 Primerica, Inc., a leading provider of financial services and products in the United States and Canada, released its Financial Security Monitor™ (FSM™) survey for the fourth quarter of 2023 showing middle-income Americans evenly split on the outlook for their personal finances. The......
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