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Finance CategoryPublished: 2020-06-12 Award winning investment firm Eliseo Partners (Asia) Limited acquired by QMIS Financial Group for private equity fund  Published: 2020-06-09 The addback of taxable gifts has been extended for estates of decedents dying on or after January 16, 2019, and before January 1, 2026.Published: 2020-06-03 The partnership will help credit unions reduce third party vendor expenses while
improving vendor performance and risk management.   Published: 2020-05-29 PrivacyRules members from North America, Europe and Asia will debate one of the main HR questions as people are returning to work after the Covid-19 lockdown: what employers can and should do to protect safety in the workplace while respecting employee privacy. Published: 2020-05-21 Incentive-based life insurance platform YuLife recognized as insurance industry leader in the prestigious Financial Services Forum’s annual awardsPublished: 2020-04-29 Contemi Solutions, a global FinTech provider, today announced the launch of a lite version of client portal to response to resolve the challenges that wealth managers and financial advisors face whilst trying to effectively communicate with their clients during the COVID-19 lockdown. Published: 2020-04-27 Terra Hohf is ranked as one of the top women wealth advisors in Michigan. Published: 2020-04-21 Skyline Advisors, a Registered Investment Advisor (RIA) is pleased to announce that Sarah Arnold, Financial Associate has earned the designation of Chartered Retirement Planning CounselorSM or CRPC® by The College for Financial Planning®. Published: 2020-02-25 Multi-award winning and regulated online CFD broker, Fondex, is proud to announce the addition of Paypal in its available account funding methods. Published: 2020-01-23 Michael Hohf and Jeffrey Lido earn spots on Forbes magazine’s coveted Best-in-State Wealth Advisor list. Published: 2020-01-21 Fourth annual conference to attract attendees from across the fintech and financial services world, with evening events, workshops and meetups Published: 2020-01-17 Denver based Regulation D Resources has announced a Spring 2020 launch of Regulation A+ Offering Preparation Services for companies seeking to raise capital using the SEC's Regulation A+ program. Published: 2020-01-16 Fourth annual conference to attract attendees from across the fintech and financial services world, with evening events, workshops and meetupsPublished: 2020-01-15 The Constellation Digital Platform allows development partners to create new services, test them and ultimately submit them for certification upon completion. Published: 2020-01-09 The 22,000 square foot office is an improvement from MBAF’s prior location that will accommodate state-of-the-art technology and a variety of collaborative spaces to foster the industry leading-service MBAF is known for.  Published: 2019-12-26 Thousands of people from all over the world participate in The January Money Diet, a month-long no spending challenge that helps people save and start the new year financially strong.Published: 2019-11-28 Former UBS veteran, Claude Waelchli, is to launch a US-based digital securities issuance platform, Tokenyz, which aims to modernise the legacy securities industry.  Published: 2019-11-26 Robust solutions for building and planning a solid foundation to achieve forex trading success.Published: 2019-11-20 SoKay Protocol 1.0 is Going Public. SoKay Protocol is a proposed schema of socially acceptable rules and norms that provide behavioral guidance when one is lending and borrowing money with friends and family. Published: 2019-10-31 The list recognizes the world’s most innovative technology companies impacting the insurance industry in 2019 |
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