PYMNTS

DECEMBER 3, 2020

Morgan Asset Management has announced that it has agreed to acquire FinTech 55ip , which works to help financial advisors deliver tax-smart investment strategies, according to a press release. Tax-related savings are first order, especially in a world with lower rates, lower returns and higher taxes," he said, according to the release.

Boston 228

Boston Fintech Taxes Management 228

PYMNTS

JANUARY 26, 2021

According to the release, the Pilot software helps SMBs access strategies to help build and accelerate growth, boost cash flow and have better profitability, through financial planning services akin to those offered by seasoned chief financial officers (CFOs).

Millennials 262

Millennials Taxes Boston Analysis 262

PYMNTS

NOVEMBER 27, 2019

The Greater Boston Food Bank (GBFB) is one such organization fighting community hunger. Headquartered in Boston, the group serves over 500 pantries and programs in 190 cities and towns across eastern Massachusetts and distributes nearly 57 million meals annually. . “If The ‘Game of Keystrokes’ Strategy.

Tools 130

Tools Boston Massachusetts Cards 130

CB Insights

MAY 10, 2018

Before Bruce Doolin Henderson opened the doors of Boston Consulting Group on July 1, 1963, the concept of “competition” barely existed in American business culture, let alone the concept of strategy. Before BCG and McKinsey and Bain, most business people dismissed “strategy” as something for generals and political campaigns.

Strategy 78

Strategy Management Analytics Tools 78

PYMNTS

SEPTEMBER 8, 2017

So far, however, the candidates (including Toronto, Boston, Washington, Atlanta, Dallas and Denver) seem to suffer from the same shortcomings. Therefore, cities and states are willing to offer ridiculous terms and benefits, including massive tax breaks. Prime Now is also available in nine other countries, including Singapore, the U.K.

Seattle 110

Seattle Florida Denver Taxes 110

Gonzobanker

DECEMBER 17, 2021

We know the customer buying and use of financial services is being fundamentally changed by fintech, but our long-term strategies to invest/partner/buy/compete are very much works in progress. There are a lot of eyes on FIS’ new tech strategies and how execution will go. Congrats on a brave move and national recognition Jim!

Fintech 143

Fintech Strategy Leadership Lending 143

PYMNTS

FEBRUARY 18, 2019

That’s the only way the business can ultimately continue to create value for its customers, create jobs for people, serve the ecosystem in which it operates and provide tax revenues. The self-interested business known as Amazon has created its shareholder value by putting the consumer experience at the center of its strategy.

Cards 169

Cards Course Study New York 169