CBXmarket’s fixed income portfolio management platform has been recognized for excellence in 3 categories at the 2019 TradingTech Awards. The program is sponsored by A-Team and represents companies at the forefront of the investment technology industry. The awards recognize innovators actively working to address the numerous challenges facing practitioners and suppliers through data and trading… Read more »
Posts Categorized: Financial Services
UltimateTax Links Arms With Banking Partners Santa Barbara Tax Products Group & EPS Financial For 2019 Tax Season
One of the leading providers of professional tax preparation software, UltimateTax, has announced their new banking partners for 2019. They have also reported details regarding their bank product pricing. For the 2019 tax season, UltimateTax will work primarily with two banking partners, Santa Barbara Tax Products Group (TPG) and EPS Financial, a division of MetaBank,… Read more »
LifeGuide Partners’ spokesman helping seniors face retirement reality in the wake of Trump’s Executive order
After nearly 30 years helping people sell their life insurance policies for cash settlements, Scott Page has shifted gears to a consultative role apart from the settlement industry he helped create. So, the guy who helped make Betty White a spokesperson for a senior financial solution is now serving as CEO for LifeGuide Partners, an… Read more »
Sigma Tax Pro Reminds Tax Pros To Enroll Early With Banking Partners To Ensure They Take Full Advantage Of Offerings
In an industry where the majority of revenue is earned in a 4 month period, it can be difficult to budget for the other 8 months. This leaves many tax professionals in desperate need of cash to get them through the final months leading up to tax season. It is doubly difficult because those final… Read more »
Compound Asset Management Recognized as Top 50 Innovative Company by Kairos Society at its Global K50 Summit
The Kairos Society is specifically recognizing Compound for the way that the firm helps consumers access the world’s best real estate markets through its family of real estate thematic funds (ReTFs). These funds, which are available to a broad range of institutional and retail investors, each own and manage a portfolio of properties in markets… Read more »
