Bultman Financial Services

WEALTH MANAGEMENT

Broadridge | February 23, 2021

Broadridge Financial Solutions initiates a Wealth Lending Network marketplace. The initiative is all about connecting wealth managers to banks and other financial service institutions. Being a global Fintech leader, Broadridge has created a well-managed marketplace. It will enable all sized wealth managers to offer clients securities-based Lending (SBL) services. It will be using Broadridge's end-to-end SBL technology platform. Bancorp, Inc. is also joining the hands of the marketplace as it...

WEALTH MANAGEMENT

Skience | February 19, 2021

Skience, being a leading digital solution and consulting provider has announced the launch of a new Data Consolidation and Replication capability for wealth management firms. This new contribution empowers wealth management firms to put digital transformation initiatives in place. The result will drive new growth opportunities, improve digital experiences and make the most of operational and cost efficiencies. The new Data Consolidation and Replication solution allow a user access...

Lambert, Casteel Schoenborn | January 14, 2020

Lambert & Co., a top-10 investor relations firm and a top-5 private equity communications agency nationally, today announced the acquisition of Casteel Schoenborn Investor Relations & Corporate Communications. The deal marks Lambert's seventh transaction and second in the last two months. The transaction advances Lambert's strategy to be the nation's leading integrated investor relations and public relations firm for emerging and established market leaders through...

TAX PLANNING

Znode | October 04, 2021

Znode, an enterprise B2B ecommerce platform created for the unique needs of manufacturers and distributors, today announced it has partnered with Avalara (NYSE: AVLR), a leading provider of tax compliance automation software for businesses of all sizes. Avalara has certified Znode’s integration to support automated Value Added Tax (VAT) determination. Avalara’s AvaTax for VAT certification validates the capability within Znode to correctly provide the necessary VAT rat...