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Foss Financial Implements Innovative Financial Planning System to Help Clients Retire Early

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Wichita, Kansas–(Newsfile Corp. – February 17, 2023) – Foss Financial, a financial services firm has implemented an innovative financial planning system with the goal of assisting clients in meeting their retirement goals. The system’s goal is to help clients identify and utilize money they may be losing unknowingly and unnecessarily to pursue their financial future without impacting their current lifestyle.

Foss Financial’s innovative system, coupled with Founder Kate Foss’s knowledge on the Secure Act 2.0 and its impact on retirement planning, addresses clients’ concerns about inflation, taxes and market volatility, and focuses on enabling clients to reach financial independence.

“I’m excited to be able to offer this innovative financial planning system to our clients,” said Kate Foss. “At Foss Financial, we understand the challenges and concerns our clients have as they plan for retirement. Our goal is to provide them with the knowledge and resources they need to make informed decisions and retire with confidence.”

In addition to the innovative financial planning system, Foss Financial also offers a range of services that help clients navigate the complexities of retirement planning. The firm provides professional guidance on Medicare and Social Security enrollment and tax-efficient solutions to help clients preserve and access their wealth.

The team at Foss Financial also works closely with clients’ other advisors to build a comprehensive and cohesive approach to retirement planning. With a focus on understanding each client’s unique needs and goals, Foss Financial seeks to design personal solutions that help clients achieve their desired retirement outcomes.

Foss Financial has been serving clients since 2010 and has established a reputation for providing professional guidance. The firm is committed to helping clients achieve their desired retirement goals and is dedicated to providing the highest level of customer service.

For more information about Foss Financial and the services it offers, visit fossfinancial.com.

Contact
Kate Foss
[email protected]
(316) 337-5620

Investment advisory and financial planning services offered through LifePro Asset Management, an SEC Registered Investment Advisor. Registration does not imply a certain level of skill or training. Investments involve risk.

The information here is presented for informational purposes and not specific to any individual’s personal circumstances. Information discussed herein is general market commentary. Nothing contained herein constitutes an offer, solicitation or recommendation regarding any investment management product or service, or the offer to sell or the solicitation of an offer to buy any security. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/155221

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NOVASPARKS EXPANDS ITS OPERATIONS IN ASIA-PACIFIC

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NovaSparks™, the leading field programmable gate array (FPGA) market data company, is pleased to announce the appointment of Clément Pelletier as the new sales and marketing director, based in Bangkok, Thailand. Pelletier will report to Dr. Luc Burgun, CEO and president, beginning on December 1st, 2023.

“Clément possesses a wealth of experience that makes him unique in the industry,” said Luc Burgun, NovaSparks’ chief executive officer and president. “His thorough understanding of the sales process, particularly in the field of trading tools which he acquired over 20 years in Asia, makes him ideally suited to drive our sales and marketing initiatives in APAC. We are pleased to welcome Clément and look forward to his leadership in expanding our operations in Asia.”

Pelletier brings to NovaSparks solid experience in sales and marketing in Asia. Most recently, he served as sales director for the APAC office of Horizon Software, a global leader in electronic trading solutions and algorithmic technology. Prior to Horizon Software, he served as CEO of CPIT, an IT services and consulting, specialized in the Fintech industry, based in Hong Kong. Pelletier holds a Master of Engineering from INSA Lyon.

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Broadridge Investment Management Technology Enhances Carlyle’s Private Credit and CLO Portfolio Management Operations

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Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) announced today that its cloud-based solution, Sentry, has been implemented at global investment firm Carlyle in support of its private credit and collateralized loan obligation (CLO) portfolio management. The Sentry private credit and CLO portfolio management technology will enable Carlyle to more efficiently manage its deal pipeline, trade compliance and loan operations on a single platform, and scale operations as the platform grows.

“With increased demand in credit products and ongoing growth of our product offerings, we wanted the right technology that would enable us to scale up and achieve a platform approach,” said Jim Keogh, Carlyle’s Managing Director and Head of Operations for Global Credit. “Sentry has smoothly integrated with our technology stack and provides functionality that will improve our capabilities as we grow.”

“Working closely with Carlyle, we customized Sentry to specifically suit their portfolio management requirements, which emphasized the need to help manage all aspects of private credit and CLO administration,” said Mike Sleightholme, Broadridge’s president of international and head of asset management solutions. “This implementation really showcases the value of the flexibility and scalability our solution offers and how it helps position firms for growth.”

Broadridge’s Sentry PM is a scalable web-based solution that provides front-to-back-office functionality to both the private debt and syndicated loan markets to increase overall efficiency, including research and pipeline management, pre- and post-trade compliance, analysis of hypothetical trade scenarios, dynamic waterfall projections, loan administration, and data aggregation across strategies, portfolios and assets.

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Nuvei enters global payments partnership with Microsoft

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Nuvei Corporation (“Nuvei” or the “Company”) (Nasdaq: NVEI) (TSX: NVEI), the Canadian fintech company, announces today that it has partnered with Microsoft to deliver leading payment experiences for customers of its products, solutions, and services across many of its key markets.

Microsoft will start using Nuvei’s customizable and agile payments technology in the Middle East and the Africa region, while benefiting from Nuvei’s deep knowledge of local markets to optimize its payments for recurring billing and individual transactions across both its Office and Xbox product ranges.

Other benefits of Nuvei’s global payments capabilities Microsoft is harnessing include optimized authorization rates through local acquisition and superior risk management that minimize false declines, as well as Nuvei’s ability to offer all of the relevant local alternative payment methods (APMs) to each market through a single integration. Philip Fayer, Nuvei Chair and CEO said: “Enabling Microsoft to connect to its customers across a wide range of products is testament to our technology and dedication to world-class customer service. We’re excited to optimize payments for such a universal brand that is trusted and relied upon by so many people.”

“We’re pleased to extend our payment solutions to the Middle East and African region,” added Ajith Thekadath, Vice President Global Payments at Microsoft. “Whether it is a one-off purchase, software subscription, or in-game purchasing, payments are critical to our overall customer experience.  Partnering with Nuvei enables our customers to pay wherever they are and whenever they want to.”

Extending the partnership across geographies and use cases

Nuvei and Microsoft are committed to extending this partnership across additional markets, as well as exploring new use cases to enhance the overall Microsoft experience. This includes Microsoft Dynamics 365, its business applications technology suite that drives operational efficiency and improved enterprise resource management.

Fayer commented: “As two innovative, technology-led businesses that provide solutions to many of the leading international brands across the globe, it makes sense to explore how we can work more cooperatively as we grow our commercial relationship.”

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