Fintech
Fintech
-
Short-seller Hindenburg had alleged 'major irregularities' and 'manipulated earnings' at the Swiss fintech.
April 16 -
With two fields increasingly working together, wealth management and accounting firms are rolling out tools. Are financial advisors ready to work with the robots?
March 11 -
Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.
February 12 -
The digital bank is giving accountholders free in-app preparation and filing services through Column Tax.
January 17 -
The TAMP developed its new tools after consulting with a group of financial advisors on the design and functions.
January 16 -
Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.
December 26 -
From stealth startups to fintechs and legal tech, meet the players who are reshaping accounting and tax.
December 12 -
-
Many advisors have clients who took out the forgivable loans. Some wealth management firms did the same. Three years after the government doled out more than $800 billion in mostly-free cash, here's what's happening.
April 24 -
A fintech company that handles bookkeeping and accounting operations for small and midsized businesses has acquired a cloud-based bookkeeping service from KPMG.
November 30 -
Banks and other financial institutions are starting to look at "embedded tax" to give people more control over their taxes.
October 11 -
The institute and CPA.com are looking for the next great startup — particularly those involved with accounting, tax, finfech, regtech and ESG Solutions — for its 2023 Startup Accelerator program.
August 11 -
Zepz called allegations about accounting issues “speculative and factually incorrect,” and the company hasn’t announced a timeline for an IPO.
July 22 -
Wise Plc said the Financial Conduct Authority is investigating chief executive Kristo Kaarmann almost a year after he was fined for defaulting on his taxes.
June 27 -
In the accounting profession, defining efficiency involves understanding the company culture, identifying the organization’s goals and determining measurable metrics to identify success.
June 3 -
A recent report says accounting professionals are well-positioned to capitalize on the growing intersection between finance and technology.
May 31 -
The new law requires digital apps and online marketplaces to send a tax form to both the IRS and a recipient who receives $600 or more a year in online payments.
May 30 -
No matter which way fintech companies go, the tax world will be more value-driven, transparent and accessible.
April 27 -
April and Column Tax are among the startups capitalizing on the idea that taxes are part of a person’s financial life and banks are most suited to help with tax preparation and filing.
April 8 -
The tax preparation company, which is building out its own financial services business, says Square's new brand "would improperly capitalize on the goodwill and consumer trust cultivated by [H&R] Block since 1955."
December 16















