Bultman Financial Services

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At Bultman Financial, we believe in sound financial preparation and insuring against risk. We know that when you have taken steps to protect your family and plan for their future, you can sleep better at night and face each day with confidence. We offer expertise, guidance and insurance plans that help bring you peace of mind.

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WEALTH MANAGEMENT

BROADRIDGE INITIATES WEALTH LENDING NETWORK MARKETPLACE

Broadridge | February 23, 2021

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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...

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WEALTH MANAGEMENT

SKIENCE INTRODUCES NEW DATA MANAGEMENT ENHANCEMENTS FOR WEALTH MANAGEMENT FIRMS

Skience | February 19, 2021

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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...

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LAMBERT ACQUIRES NEW YORK BANKING AND FINANCIAL SERVICES FIRM CASTEEL SCHOENBORN INVESTOR RELATIONS & CORPORATE COMMUNICATIONS

Lambert, Casteel Schoenborn | January 14, 2020

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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...

Read More

TAX PLANNING

ZNODE PARTNERS WITH AVALARA TO AUTOMATE VALUE ADDED TAX (VAT) COMPLIANCE

Znode | October 04, 2021

news image

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...

Read More
news image

WEALTH MANAGEMENT

BROADRIDGE INITIATES WEALTH LENDING NETWORK MARKETPLACE

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...

Read More
news image

WEALTH MANAGEMENT

SKIENCE INTRODUCES NEW DATA MANAGEMENT ENHANCEMENTS FOR WEALTH MANAGEMENT FIRMS

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...

Read More
news image

LAMBERT ACQUIRES NEW YORK BANKING AND FINANCIAL SERVICES FIRM CASTEEL SCHOENBORN INVESTOR RELATIONS & CORPORATE COMMUNICATIONS

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...

Read More
news image

TAX PLANNING

ZNODE PARTNERS WITH AVALARA TO AUTOMATE VALUE ADDED TAX (VAT) COMPLIANCE

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...

Read More

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Events

C-Suite On Deck

Responsive image

Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us