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CIMA and Datamaran Announce ESG Offering for Finance Professionals

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火曜日, 5月 28, 2024

ESG, Law, American Institute, Certified Public Accountant, Workflow, Biophysical environment, Knowledge, Disclosure, European, CIMA, Audit

LONDON, May 28, 2024 (GLOBE NEWSWIRE) -- The Chartered Institute of Management Accountants (CIMA) and Datamaran, a market leader in Smart ESG (Environmental, Social, and Governance) software, today announced a referral offering to equip CPAs, management accountants and finance professionals with AI-powered ESG software.

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LONDON, May 28, 2024 (GLOBE NEWSWIRE) -- The Chartered Institute of Management Accountants (CIMA) and Datamaran, a market leader in Smart ESG (Environmental, Social, and Governance) software, today announced a referral offering to equip CPAs, management accountants and finance professionals with AI-powered ESG software.
Datamaran’s AI-powered ESG platform provides companies with a sprint start in how to do so.”
Marjella Lecourt-Alma, CEO and co-founder of Datamaran, said: “This collaboration between Datamaran and CIMA underpins the growing need for finance professionals to be prepared with the most up-to-date developments in ESG standards.
As such, it’s imperative that finance and accounting professionals have the knowledge, skills and technology they need to reach their ESG goals.
The software empowers accountants and finance professionals to build a streamlined business process, with an evidence-based and auditable materiality assessment and matrix.

Summit Financial Launches Kyros Private Wealth, Expanding its Independent Partnership Model Nationwide

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水曜日, 5月 15, 2024

Personal Finance, Finance, Consulting, Professional Services, Asset Management, Partnership, UBS, Head, SGP, Growth, AUM, Kyros, CIMA, Financial adviser

Summit Financial Holdings (“Summit”), a leading architect of advisor success and client satisfaction for over four decades, today announced the launch of Kyros Private Wealth (“Kyros”).

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Summit Financial Holdings (“Summit”), a leading architect of advisor success and client satisfaction for over four decades, today announced the launch of Kyros Private Wealth (“Kyros”).
Headquartered in Naples, Florida, this newly formed independent practice is led by founding partner and private wealth advisor William E. Clegg IV, CFP®, CIMA .
Formerly affiliated with UBS as The Clegg Group, Kyros represents the sixth firm in 2024 to join Summit Growth Partners (SGP), an innovative partnership that combines cash monetization with equity participation and exclusive partnership privileges.
“We are pleased to welcome the Kyros team as they join the Summit Financial family.

Regent Peak Wealth Advisors Doubles Assets Under Management Five Years After Becoming Independent RIA

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木曜日, 5月 2, 2024

Asset Management, Professional Services, Finance, CIMA, CFP, Merrill (company), Freedom, RIA, Culture, CDFA, AUM, Regent, Grid (graphic design), Growth, Eaglebrook School

Regent Peak Wealth Advisors (“Regent Peak”), an Atlanta-based registered independent advisor (RIA) serving creators of significant wealth across the country, today celebrates five years of independence after breaking away from Merrill Lynch in 2019.

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Regent Peak Wealth Advisors (“Regent Peak”), an Atlanta-based registered independent advisor (RIA) serving creators of significant wealth across the country, today celebrates five years of independence after breaking away from Merrill Lynch in 2019.
Since becoming an independent RIA, Regent Peak has experienced remarkable growth, more than doubling its revenues and assets under management (AUM), while increasing its households served by 69 percent.
Regent Peak provides comprehensive wealth management services to multi-generational families, business owners, entrepreneurs, corporate executives and other high-net-worth clients.
Despite a period of declining industry organic growth , Regent Peak has thrived by continually enhancing its client service model.

Inspira Health Appoints New Members to Its Hospital and Foundation Boards of Trustees

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火曜日, 4月 30, 2024

Inspira Health today announced new leadership and appointments to its Hospital and Foundation Boards of Trustees.

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Inspira Health today announced new leadership and appointments to its Hospital and Foundation Boards of Trustees.
View the full release here: https://www.businesswire.com/news/home/20240429934242/en/
Dawn Flitcraft was appointed Chair of the Inspira Health Hospital Board.
(Photo: Business Wire)
Monroeville resident Dawn Flitcraft was appointed Chair of the Inspira Health Hospital Board, which guides the activities of Inspira’s four hospitals.
Flitcraft currently serves as Vice Chair on the Inspira Health Network Board and will continue in those dual roles.

FC Barcelona and EBC Financial Group to Establish Official Foreign Exchange Partnership for the Next 3.5 Years

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木曜日, 4月 11, 2024

BARCELONA, April 11, 2024 (GLOBE NEWSWIRE) -- FC Barcelona and EBC Financial Group (EBC) are pleased to announce their partnership in the foreign exchange sector across multiple regions for 3.5 years, commencing today.

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BARCELONA, April 11, 2024 (GLOBE NEWSWIRE) -- FC Barcelona and EBC Financial Group (EBC) are pleased to announce their partnership in the foreign exchange sector across multiple regions for 3.5 years, commencing today.
This partnership designates EBC as FC Barcelona’s official Partner in Foreign Exchange, with coverage extending to regions including APAC, LATAM, the Middle East, and Africa.
This partnership marks a significant milestone for EBC, aligning the brand with the respected legacy and global reach of FC Barcelona.
Under this exclusive agreement, EBC is granted the unique privilege to engage in specialized business activities within the foreign exchange domain.

AM Best to Participate in Emerging Regulatory Issues Panel Discussion at CIRCA ReConnect Conference

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月曜日, 4月 15, 2024

Insurance, Professional Services, Education, CIMA, Cayman Islands, News, The Ritz-Carlton Hotel Company, AM Best, Conference, Cayman Islands Monetary Authority, CIRCA, Mazur, Milliman, Conyers, Georgia, ALL

AM Best Managing Director Brad Mazur will participate in a panel discussion on emerging regulatory issues during the upcoming Cayman International Reinsurance Companies Association’s (CIRCA) ReConnect Conference.

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AM Best Managing Director Brad Mazur will participate in a panel discussion on emerging regulatory issues during the upcoming Cayman International Reinsurance Companies Association’s (CIRCA) ReConnect Conference.
He served in various senior level roles in the financial services industry before joining AM Best in 2016.
To view the official agenda and learn more about the CIRCA ReConnect Conference, please visit the event overview .
AM Best is a global credit rating agency, news publisher and data analytics provider specializing in the insurance industry.

CourseKey and Milady Announce New Software Integration to Power Beauty and Wellness Schools

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水曜日, 4月 10, 2024

CourseKey, a student retention platform for vocational education programs, announced today an API integration with Milady, the leading provider of beauty and wellness education for schools worldwide, to simplify operations for beauty and wellness education programs.

Key Points:

CourseKey, a student retention platform for vocational education programs, announced today an API integration with Milady, the leading provider of beauty and wellness education for schools worldwide, to simplify operations for beauty and wellness education programs.
The CourseKey and Milady integration aggregates grades from the CIMA digital learning platform from Milady with attendance and skill attainment from CourseKey for a real-time visualization of student progress.
With CourseKey’s increased visibility into student progress, some beauty and wellness schools have seen a roughly 5-7% increase in student retention.
This integration represents an exciting milestone in CourseKey’s mission to power the most successful beauty and wellness programs across the country.

New AICPA & CIMA research shows deep divide among finance professionals about the future of finance

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月曜日, 4月 22, 2024

CIMA, Public sector, Ecosystem, COVID, Acceleration, Learning, CGMA, News, Risk, EVP, Research, Automation, CPA, ESG, Accounting, AICPA, Organization, Knowledge

NEW YORK and LONDON, April 22, 2024 /PRNewswire/ -- AICPA & CIMA released today their Re-defining finance for a sustainable world white paper, the latest iteration of their Future of Finance research programme. Originally launched in 2019 with the Re-inventing finance for a digital world white paper, this extensive global research programme explores the future of the accounting and finance profession in the age of disruption and its broader ecosystem, defining essential skills, competencies, and knowledge needed to succeed in an ever-changing business world.

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NEW YORK and LONDON, April 22, 2024 /PRNewswire/ -- AICPA & CIMA released today their Re-defining finance for a sustainable world white paper, the latest iteration of their Future of Finance research programme.
A clear divide has opened up between accounting and finance professionals who work as business partners and those who don't.
60% of accounting and finance professionals surveyed say they identify as finance business partners, and 84% of those are extremely optimistic about the future of the profession.
Of the 40% who say they don't identify as finance business partners, only 15% say they are optimistic about the future of the profession.

William (Bill) Messer and Scott Elphinstone, Owners of Five Continents Financial Limited (Five Continents) in the Cayman Islands, Have Entered into a Definitive Agreement to Sell a 51% Interest in Five Continents to RFA Capital Holdings International Ltd.

Retrieved on:

水曜日, 4月 10, 2024

Cayman Islands, Continent, Partnership, Education, Bank, Mental health, Real estate investment trust, Investment, CIMA, RFA, Financial services

FCHL owns 100% of Five Continents Financial Limited (Five Continents) and related entities, a leading wealth and investment management company in the Cayman Islands.

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FCHL owns 100% of Five Continents Financial Limited (Five Continents) and related entities, a leading wealth and investment management company in the Cayman Islands.
RFACHIL is owned directly by RFA Capital Holdings Inc. (RFA) and indirectly by RFA's largest shareholder, Halcyon International and Mr. Steven Joyce.
Five Continents is one of the largest independently owned and best in class discretionary wealth and investment managers in the Cayman Islands.
It is licensed by the CIMA and is one of the oldest fully regulated asset managers in the Cayman Islands.

EBC Financial Group (Cayman) Limited Granted Full Regulatory Licence from the Cayman Islands Monetary Authority (CIMA)

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木曜日, 3月 28, 2024

Financial Conduct Authority, ASIC, Environment, CASS, EBC, FCA, SIB, CIMA, Cayman Islands Monetary Authority, Investment, Proprietary company, Cayman, Barclays

HONG KONG, March 28, 2024 (GLOBE NEWSWIRE) -- EBC Financial Group (EBC Group or EBC) is pleased to announce that its Cayman Islands subsidiary, EBC Financial Group (Cayman) Limited, has been awarded a full Cayman Islands Monetary Authority (CIMA) licence.

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HONG KONG, March 28, 2024 (GLOBE NEWSWIRE) -- EBC Financial Group (EBC Group or EBC) is pleased to announce that its Cayman Islands subsidiary, EBC Financial Group (Cayman) Limited, has been awarded a full Cayman Islands Monetary Authority (CIMA) licence.
EBC Group, having undergone stringent scrutiny, secured a full regulatory licence, granting EBC Financial Group (Cayman) Limited comprehensive permissions in dealing, arranging, managing, and advising, all under CIMA's strictest regulations, including the Securities Investment Business (SIB) framework.
Before receiving the full regulatory licence from CIMA, EBC held two top global regulatory licences: EBC Financial Group (UK) Ltd is authorized and regulated by the UK's Financial Conduct Authority (FCA); EBC Financial Group (Australia) Pty Ltd is authorized and regulated by the Australian Securities and Investments Commission (ASIC).
Consistent with EBC Financial Group (UK) Limited's strict adherence to the FCA's CASS rules, EBC Financial Group (Cayman) Limited rigorously complies with CIMA's client fund protection regulations.