Search Results for: retirement income planning

Bankers-Life-Uses-New-Software-to-Provide-Customers-an-Interactive-Retirement-Income-Planning-Experience
Banking Business Fintech Investment Services News

Bankers Life Uses New Software To Provide Customers An Interactive Retirement Income Planning Experience

Fintech News Desk
by Fintech News Desk0
Bankers Life, a national life and health insurance brand focused on the insurance and investment needs of Americans near or in retirement, announced today a new software tool that provides consumers efficient, more personalized assistance with retirement income planning. Through a collaboration with RetireUp, an unaffiliated entity, Bankers Life wealth management......
PureFacts Financial Solutions Closes $20 Million Financing Round
Business Fintech News

PureFacts Partners With Cascades Financial Solutions, a Retirement Income Planning Tool That Provides Tax-efficient Decumulation Strategies

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading provider of mission-critical wealth tech solutions, has taken an ownership stake in Cascades Financial Solutions Inc. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor PureFacts has taken an ownership stake in Cascades Financial Solutions, a powerful retirement income......
NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform
Finance Fintech News

NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform

PR Newswire
by PR Newswire0
Company’s expanded focus will increase access to financial planning tools and resources at unprecedented scale, empowering millions of Americans to build financial confidence on their own or with their trusted advisors Boldin (formerly NewRetirement), a comprehensive, digital-first financial planning platform for consumers and enterprise partners, announced its new company name,......
Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
Artificial Intelligence Featured Finance Fintech Investments Machine Learning Robotic Process Automation

Top FinTech Startups Revolutionizing Retirement Planning

Fintech Staff Writer
by Fintech Staff Writer0
Retirement planning has long been a complex and daunting task for many individuals. Traditional methods often involve navigating a maze of investment options, understanding tax implications, and predicting long-term financial needs. However, with the advent of financial technology (FinTech), the landscape of retirement planning is undergoing a revolutionary transformation. Several......
Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
A Quarter of Women in the Workplace Fear They’re “On the Wrong Track” for Retirement
Investment Services News

A Quarter of Women in the Workplace Fear They’re “On the Wrong Track” for Retirement

PR Newswire
by PR Newswire0
Survey reveals gender gap in retirement readiness and confidence among employer-sponsored retirement plan participants In a year where more Americans are reaching 65 than ever before, lingering economic concerns are casting a shadow over many workers’ retirement prospects. Research from the Nationwide Retirement Institute (NRI) reveals a gender disparity in retirement confidence and readiness......
Survey Reveals New Era of Financial Independence as Millennials Seek to Redefine Retirement
Finance Fintech News

Survey Reveals New Era of Financial Independence as Millennials Seek to Redefine Retirement

Fintech News Desk
by Fintech News Desk0
The study, which marks a new understanding of retirement planning’s shifting paradigms, surveyed millennials nationwide, shedding light on the evolving attitudes and behaviors surrounding their retirement readiness, retirement confidence, and consumer debt.  A new survey commissioned by IRALOGIX, a retirement industry fintech provider, reveals how millennials are reshaping the retirement......
J.P. Morgan Asset Management Released the 2024 Guide to Retirement
Digital Asset Management News

J.P. Morgan Asset Management Released the 2024 Guide to Retirement

Fintech News Desk
by Fintech News Desk0
This year’s Guide leverages anonymized household data and proprietary research that showcases real-life spending and saving patterns to help prepare for unforeseen spending shocks and improve retirement outcomes. J.P. Morgan Asset Management released the 12th edition of its annual Guide to Retirement, analyzing the most significant issues impacting retirement to......
Middle-Income Americans’ Credit Card Usage, Debt on Rise
Finance News

Middle-Income Americans’ Credit Card Usage, Debt on Rise

Business Wire
by Business Wire0
Despite current high cost of living, families slightly more optimistic about future than year ago. Primerica, a leading provider of financial services in the United States and Canada, released the Middle-Income Financial Security Monitor for the second quarter of 2023 — a national survey that measures changes in the sentiments......
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