Search Results for: retirement funds

LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds
Fintech News

LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds

PR Newswire
by PR Newswire0
The new managed account brings personalization and lifetime income to the masses LeafHouse, iJoin, and ARS are excited to announce a new partnership to deliver personalized advice that features the State Street GTC Retirement Income Builder Series (Series) target date funds within a managed account offering. The State Street GTC......
TaxAct and TaxDome Partner to Help Tax Pros Modernize Their Practices
Banking Fintech News

Free TaxAct Tool Helps Boost Tax Refunds, Savings that Could Build a $100,000 Retirement Nest Egg

Fintech News Desk
by Fintech News Desk0
TaxAct is giving customers free access to a proprietary tax-analyzer that suggests how to get bigger refunds while adding to their retirement savings. The software tool, called My Tax Plan, is free to all online TaxAct filers, including those who use TaxAct Free Edition. The free downloadable report from My......
DALBAR's 2024 State of the Industry Report Spotlights the Critical Role of Retirement Plan Dashboards
Finance Fintech News

DALBAR’s 2024 State of the Industry Report Spotlights the Critical Role of Retirement Plan Dashboards

Business Wire
by Business Wire0
DALBAR, the source for financial services market research, released its 2024 State of the Industry: Retirement Plan Dashboards report. The comprehensive study explores the evolving landscape of retirement plan dashboards, highlighting the essential features and functionality that empower plan administrators to manage and monitor their plans effectively. The report underscores......
NEPC Survey Shows “Retirement Crisis” Is Real, But Resolvable
Finance Fintech News

NEPC Survey Shows “Retirement Crisis” Is Real, But Resolvable

Business Wire
by Business Wire0
This year’s survey revealed that fees for managed accounts have dropped more than 10% over the past year, due to an increase in lower-cost providers, who are challenging established managed account providers on fees. NEPC, LLC, one of the country’s largest research-driven investment consultants and OCIO providers, today published the......
Only Thirty Percent of Retirees Did Enough Planning For How To Spend Time In Retirement, According to New Study from Lincoln Financial Group
Finance Fintech News

Only Thirty Percent of Retirees Did Enough Planning For How To Spend Time In Retirement, According to New Study from Lincoln Financial Group

Fintech News Desk
by Fintech News Desk0
As America ages, more time must be spent planning for pastimes during retirement New research from Lincoln Financial Group(1) shows that 77% of Americans surveyed in their 50s and 60s see retirement as a phase of life during which they will finally be able to pursue the passions and pastimes......
Putnam Investments Announces Distribution Rates for Open-End Funds
Fintech Investments News

Putnam Investments Announces Distribution Rates for Open-End Funds

Business Wire
by Business Wire0
The Trustees of The Putnam Funds have declared the following distributions. Fund Record Date Pay Date Class B Class C Class R Class Y Class R5 Class R6 Class R3 Class R4 Putnam Global Income Trust 10/26/2023 10/30/2023 PGLBX PGGLX PGBRX PGGYX PGGDX PGGEX N/A N/A *Investment Income Distribution: 0.0090......
LL Funds Leads Picket‘s $20 Million Series B Round of Investment
Fintech Funding Investment Services News

LL Funds Leads Picket‘s $20 Million Series B Round of Investment

Business Wire
by Business Wire0
Funds will support the continued growth of innovative, all-in-one investing platform for single-family rental real estate investors of every scale Picket, the leading provider of integrated technology and services for residential real estate investing, management, and resident experience, announced $20 million in Series B financing led by LL Funds. RET......
Discover 5 Hand-Picked Mutual Funds Startups
Artificial Intelligence Business Featured Fintech Primers

Discover 5 Hand-Picked Mutual Funds Startups

Pooja Choudhary
by Pooja Choudhary0
Are you curious about the latest technological developments in the fintech sector? Learn how their solutions affect your business by exploring our analysis of mutual funds startups. Enhancing your competitive edge entails staying ahead of the technology curve. We will be providing you with data-driven innovative insights into the fintech......
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