Search Results for: financial advice

Capital Markets Fintech Investment Services News

LINQTO Presents Virtual Investor Conference, Digital Opportunities Amid COVID-19

Fintech News Desk
Virtual event gathering investors and founders to trade in real-time on a mobile app Linqto, a leader in liquidity for the private sector, is proud to present the inaugural Virtual Investor Conference on April 29, 2020, from 8 am – 5 pm PT. Utilizing their virtual platform, Keiretsu Connect, they are doing their part during......
Personal Capital Launches New Product Feature Recession Simulator
Capital Markets Fintech News

Virtual Delivery Model Enables Personal Capital to Thrive Despite COVID-19 and Market Headwinds

Fintech News Desk
Wealth Management Company Has Record First Quarter Sales for Q1 2020 and Introduces The Financial Roadmap to Deliver Advice at Scale In the midst of a global pandemic, Personal Capital is leading the financial service industry’s shift to a remote setting by delivering advice at scale in today’s virtual world. Through the......
New Consumer Research From Alpha: Only 45% of Consumers Say That Accessing Cash Is Important Right Now; Understanding How to Best Approach Short-Term Money Decisions Is Key
Banking Fintech News

New Consumer Research From Alpha: Only 45% of Consumers Say That Accessing Cash Is Important Right Now; Understanding How to Best Approach Short-Term Money Decisions Is Key

Fintech News Desk
Consumer Insights Platform Provides Rapid Feedback to Businesses and the Media to Understand Shifts in Consumer Thinking in Response to the Coronavirus Pandemic Alpha, the research technology company that brands like Uber, Nestlé and Experian rely on to understand how changing consumer attitudes and behavior influence product innovation, released the newest report in its COVID-19......
eMoney Advisor and Allianz Life Announce New Strategic Partnership
Capital Markets Fintech News

eMoney Advisor Provides Free Planning Resources During COVID-19 Pandemic

Fintech News Desk
CEO Ed O’Brien urges more advisors to adopt financial planning during times of uncertainty and disruption eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced plans to make its planning platform, marketing solutions and educational resources more accessible to advisors. Amidst the......
Guidehouse to Offer U.S. Conference of Mayors a Roadmap to Proactively Mitigate the Risk of Fraud, Waste and Abuse in the Use of COVID-19 Aid Programs
Fintech News

Guidehouse to Offer U.S. Conference of Mayors a Roadmap to Proactively Mitigate the Risk of Fraud, Waste and Abuse in the Use of COVID-19 Aid Programs

Fintech News Desk
Guidehouse announced that Ellen Zimiles, head of the firm’s Financial Services segment, will participate in a presentation to the U.S. Conference of Mayors to discuss how cities can prevent, detect and remediate fraud, waste and abuse in connection with the use of COVID-19 relief funds. The presentation on April 7 is part......
American Fidelity Appoints SS&C for Insurance Investment Accounting Partnership
Fintech News

Xplore Wealth Selects SS&C to Help Realize Its “One Platform” Goal

Fintech News Desk
Australia-based independent platform provider and investment administrator partners with SS&C Global Wealth Platform to streamline technology SS&C Technologies Holdings, announced that Xplore Wealth chose SS&C’s Global Wealth Platform (GWP) to help the firm consolidate systems and enhance its wealth management platform. Read More: Crypto Gazette Brings Exciting News to Crypto Enthusiasts: Ledger Nano X......
Economic Uncertainty Drives 50 Percent Increase in Mobile Banking, According to MX Findings
Fintech Mobile Banking News

Economic Uncertainty Drives 50 Percent Increase in Mobile Banking, According to MX Findings

Fintech News Desk
Payments on credit card debt decreased by more than 25 percent in past 2 weeks as Americans look to safeguard finances and increase emergency funds MX, the leading digital transformation platform for banks, credit unions, and fintechs,  announced new research findings on consumer spending trends and mobile banking adoption, amid......
Eight Things to Expect from FinTech Innovations in The Next Decade
Featured Fintech

What Can You Expect from FinTech Innovations in The Next Decade?

Paroma Sen
About a decade ago smartphones, iPhones, sophisticated android smart devices exploited the market. This actually helped shaped fintech for the world, in a way. The more accessibility people had to everything around them via their personal devices, the more they craved.  Expectations from Fintech are no different. Tech companies in......
Coronavirus Lockdown: Massive Surge in the Use of Fintech Apps
Cryptocurrency Fintech News

Coronavirus Lockdown: Massive Surge in the Use of Fintech Apps

Fintech News Desk
Coronavirus-triggered social distancing, isolation and lockdowns have driven-up the use of financial apps in Europe by 72 per cent in a week, reveals deVere Group, one of the world’s largest independent financial advisory organizations. The sharp increase in the use of financial technology comes as the world readjusts to life......
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