Search Results for: financial goals

Surprise!-Gen-Z’s-Financial-Goals-Align-Well-With-Traditional-Benefits
Finance Fintech News

Surprise! Gen Z’s Financial Goals Align Well With Traditional Benefits

Business Wire
by Business Wire0
The Standard’s latest study looks at HR leaders’ perception of what Gen Z wants from employers and their benefits programs. New research from The Standard shows a disconnect between what employee benefits Gen Zers say they want and what HR leaders think Gen Zers want — with the happy accident......
UBS launches US Equity-Focused Climate Aware Equity Index to help investors eet Environmental And Financial Goals
Investment Services News

UBS launches US Equity-Focused Climate Aware Equity Index to help investors eet Environmental And Financial Goals

Fintech News Desk
by Fintech News Desk0
UBS announced the launch of the US version of the UBS Climate Aware Equity Index, which is a rules-based strategy that aims to provide investment exposure to the long-term theme of transitioning to a low carbon and climate resilient economy. Latest Fintech News: Unblu Brings Conversational Banking with a Human Element......
EasyKnock Completes $57 Million Series C Funding Round to Help More Homeowners Achieve Their Financial Goals
Fintech Fintech Funding News

EasyKnock Completes $57 Million Series C Funding Round to Help More Homeowners Achieve Their Financial Goals

Fintech News Desk
by Fintech News Desk0
Contributing Investors Include Blumberg Capital, Gaingels, Moderne Ventures, QED Investors, and Viola FinTech EasyKnock, the leading residential sale-leaseback platform, announced a $57.2 million funding round from a large group of new and existing investors with participation from Blumberg Capital, Gaingels, Moderne Ventures, QED Investors, and Viola FinTech. Some notable individual investors also......
D.A. Davidson Survey Finds Connection Between Setting Financial New Year’s Resolutions and Achieving Financial Goals
Finance News

D.A. Davidson Survey Finds Connection Between Setting Financial New Year’s Resolutions and Achieving Financial Goals

Fintech News Desk
by Fintech News Desk0
Working with a financial advisor improves understanding of inflation, likelihood to consider refinancing debt -D.A. Davidson & Co. announced survey results revealing that two-thirds (67%) of individuals with debt are not planning to refinance or consolidate their debt in the next year, possibly missing an important financial savings opportunity amidst......
Fifth Third Bank Offers Tools and Tips to Save, Reach Financial Goals
Banking Finance News

Fifth Third Bank Offers Tools and Tips to Save, Reach Financial Goals

Fintech News Desk
by Fintech News Desk0
Smart Savings is latest innovative feature in Fifth Third’s Momentum Savings to create easy, automated saving opportunities A new year can mean a fresh start, new plans and often resolutions. Fifth Third Bank, National Association, keeps adding innovative tools for helping customers make 2022 a year of healthy money habits.......
Banking Business Fintech Fintech Funding Investment Services Mobile Banking News

Bank of America Launches Life Plan to Help Clients Prioritize Their Financial Goals and Understand Steps Toward Achieving Them

Fintech News Desk
by Fintech News Desk0
Available Online and Within the Mobile App, Personalized Digital Experience Enables Clients to Turn Goals into Actions Bank of America today announced the launch of Life Plan®, a new digital experience through which clients can set and track near- and long-term goals based on their life priorities, and better understand......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech Investment Services News

Demand Wealth Launches the Nation’s First Investment Platform Designed to Align Financial Goals and Personal Values

Fintech News Desk
by Fintech News Desk0
Demand Wealth received an undisclosed seven figure investment from FinTech Private Equity firm Niche Investment Partners LLC. providing investors with an alternative to broad or often misleading investment portfolios, the Demand Wealth platform promotes transparency and respect for every American’s voice; allowing clients to invest according to their political, religious, and ethical......
Failing to Meet ESG Goals Exposes Companies to Increased Operational and Financial Risks, Study Finds
Finance News

Failing to Meet ESG Goals Exposes Companies to Increased Operational and Financial Risks, Study Finds

Fintech News Desk
by Fintech News Desk0
Despite challenges collecting and analyzing ESG data, companies across North America and the United Kingdom see significant benefits from ESG implementation Dun & Bradstreet Holdings, Inc. a leading global provider of business decisioning data and analytics announced a commissioned study conducted by Forrester Consulting on behalf of Dun & Bradstreet,......
Goalsetter Secures $15 Million in Series A Funding to Expand and Transform Access to Financial Education in America
Fintech News

Goalsetter Secures $15 Million in Series A Funding to Expand and Transform Access to Financial Education in America

Fintech News Desk
by Fintech News Desk0
Investment led by Seae Ventures, Fiserv, Mass Mutual, Citizens Financial Group, Astia Fund, NBA stars Kevin Durant, Carmelo Anthony, and actors Anthony Anderson and Lance Gross Goalsetter, a fintech platform dedicated to providing families and K-12 youth with access to banking, savings, investing, and financial education tools, announced the closing......
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