Search Results for: retirement

Wisealpha Launch Co-Located Fintech Conference at the Master Investor Show 2020
Business Fintech News

Wisealpha Launch Co-Located Fintech Conference at the Master Investor Show 2020

Fintech News Desk
by Fintech News Desk0
WiseAlpha, the UK’s leading digital bond market platform, is excited to announce a partnership with the Master Investor Show 2020. For the first time ever, WiseAlpha will host a stage and exhibition area at the Master Investor Show 2020 dedicated to the future of finance – FintechWise.  WiseAlpha will be......
AllocateRite Announces a New Version of its Mobile App, with Significant Updates
Banking Business News

AllocateRite Announces a New Version of its Mobile App, with Significant Updates

Fintech News Desk
by Fintech News Desk1
AllocateRite, the New York FinTech and data science company that provides wealth managers and individual investors with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce the release of a newly updated version of our mobile app. The update includes stock market momentum indicators which use AI......
SharesPost Broadens Access to SharesPost 100 Fund
Banking News

SharesPost Broadens Access to SharesPost 100 Fund

Fintech News Desk
by Fintech News Desk0
Leading Liquidity Provider Hires Five-Member Team to Expand Distribution of Late-Stage VC Strategies from SharesPost Investments Management, LLC SharesPost, a leading provider of liquidity strategies within the private growth asset class, appointed a new in-house sales and distribution team to expand access to its suite of investment strategies, including the......
FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams
Banking News

FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams

Fintech News Desk
by Fintech News Desk0
The Investment Provider Xchange (“IPX”), an innovative solutions provider for retirement plan professionals, plan sponsors and participants in the 403(b) and 457(b) space, announced the addition of key executive staff and sales team members. Kevin Loffredi joins as Chief Product Officer and Michael Schaeffer joins as Director of Sales. In addition,......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates
Business News

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates

Fintech News Desk
by Fintech News Desk7
Rising Wealth, the Decline of Employer Pensions Plans, Digitization and Automation Are Drivers Of Industry Growth And Disruption Zoe Financial, a technology-driven marketplace that empowers consumers to make better financial decisions, released a new report that found current growth estimates of the US wealth management market undervalue the financial advisory......
Knights Of Columbus Launches New Life Insurance Product
InsurTech News

Knights Of Columbus Launches New Life Insurance Product

Fintech News Desk
by Fintech News Desk7
Protector Universal Life-Guaranteed Product Offers Affordability and Flexibility Knights of Columbus (K of C), a Best’s Review Top 50 US Life/Health Insurer, announced the launch of its Protector NLG Universal Life insurance product. This product provides affordable guaranteed lifetime coverage*, flexible premium payment options and a low-cost guaranteed death benefit*......
AllocateRite's AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps
Banking News

AllocateRite’s AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps

Fintech News Desk
by Fintech News Desk0
AllocateRite, the New York FinTech and data science company that provides wealth managers with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce that its proprietary portfolio management and asset allocation strategies are now available to iOS and Android mobile devices via our mobile app. AllocateRite’s AI-powered......
Notarize and Title365 Join Forces to Offer Online Closing Solutions
Banking News

Notarize Announces New Product for Credit Unions and Banks

Fintech News Desk
by Fintech News Desk3
Notarize for Credit Unions and Banks Reduces Loan Turnaround Times, Improves Operational Efficiencies, and Brings a Digital-First Service to Member Experience. Notarize, the most trusted platform for legal online notarization and the first company to offer one platform for anyone to eSign and notarize documents from one place, announced its......
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