Search Results for: investment planning

Wells Fargo Launches WellsOne® Virtual Card Payments Service
Business Fintech Fintech Funding News

Wells Fargo Foundation Expands Free Virtual Financial Coaching to Help with COVID-19 Hardships

Fintech News Desk
by Fintech News Desk0
With record numbers of U.S. adults filing for unemployment, and many people facing a lower income amid COVID-19, the Wells Fargo Foundation is supporting national nonprofits in expanding virtual financial coaching services, cost-free, to help the public adapt in these challenging times. These efforts are part of the Wells Foundation’s $175 million commitment to......
Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust
Banking Fintech Fintech Funding Investment Services News

Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust

Fintech News Desk
by Fintech News Desk0
ESSA Selects Ameriprise Financial Services, LLC as its new broker-dealer to expand its investment services program Ameriprise Financial announced that ESSA Bank & Trust has transitioned its investment management program, ESSA Investment Services, to Ameriprise Financial Institutions Group (AFIG). ESSA joins AFIG from Cetera. The Stroudsburg, PA-based bank employs three......
Bandwidth Wins Treasury Award for API Integration of ICD Portal, Trovata Platform
Fintech Fintech Funding Investment Services News

Uber Highly Commended for Best Short-Term Investing Solution, using ICD Portal

Fintech News Desk
by Fintech News Desk0
Uber, a global technology platform that uses a massive network, leading technology, operational excellence and product expertise to power movement from point A to point B, was highly commended by Treasury Today’s Adam Smith Award 2020 judges this week for Best Short-Term Investing Solution, using ICD Portal. ICD is corporate treasury’s trusted independent portal......
Policygenius Launches Wills and Trusts Through New Mobile App
Fintech InsurTech News

Policygenius & Brighthouse Financial Launch a Faster, Simpler Way to Access Term Life Insurance

Fintech News Desk
by Fintech News Desk0
Brighthouse SimplySelect (SM) features a convenient application process and streamlined underwriting that may result in coverage within 24 hours Brighthouse Financial, and Policygenius, the nation’s leading online insurance marketplace, announced the launch of Brighthouse SimplySelect, a new term life insurance product available online through Policygenius. Brighthouse SimplySelect features a fast and simple......
New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios
Fintech InsurTech Investment Services News

New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios

Fintech News Desk
by Fintech News Desk0
Lincoln Financial Group announced that it will launch the next generation of its Lincoln AssetEdge Variable Universal Life (VUL) insurance offering on June 15. As many investors are faced with the dilemma of staying invested in the market during a time of elevated volatility, AssetEdge VUL (2020) features three new indexed accounts......
Millions of Americans Stand to Lose Trillions of Dollars Due to Covid-19
Fintech Investment Services News

Millions of Americans Stand to Lose Trillions of Dollars Due to Covid-19

Fintech News Desk
by Fintech News Desk0
Ric Edelman, founder of the nation’s largest independent financial planning and investment advisory firm,  released a 64-page report that warns of dire financial outcomes for millions of Americans. Edelman’s report, The Long-Term Financial Impact of Covid-19 and What it Means for You, asserts that the pandemic is leading people to bad......
Fintech Guest Posts

Fighting Against the Faux-Cloud: Why Firms Need Multitenant Systems for a Truly Modern Technology Strategy

Sean Sullivan
by Sean Sullivan1
For the buy and sell sides alike, COVID-19 has only accelerated the need for a more modern technology strategy. The pandemic has wreaked havoc in both the markets and the wider world, putting a spotlight on the need for more nimble, scalable solutions that allow their businesses to pivot quickly......
Republic Capital Group Investing in Creativemass, a FinTech Software Company
Banking Capital Markets Fintech Investment Services News

Republic Capital Group Investing in Creativemass, a FinTech Software Company

Fintech News Desk
by Fintech News Desk0
Republic Capital Group, a firm specializing in providing investment banking services to the RIA, asset and wealth management communities, is announcing it is investing in Creativemass, a co-located U.S. and Australian financial services software company providing wealth management solutions through its flagship product, WealthConnect. Read More: GlobalFintechSeries Interview with Brandon......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Capital Markets Fintech Investment Services News

Red Door Capital Partners Initiates First Transaction in “New Norm” Fintech Market

Fintech News Desk
by Fintech News Desk0
Red Door Capital Partners LLC, an independent private equity firm founded in 2019 with the mission to allow real, break-through access for independent investors to the lucrative private equity market, announced its first transaction with PAY2DAY Solutions Inc. dba Authvia. Read More: TerraPay Announces Readiness for the New World by......
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Ten Ways Virtual Assistants Can be Good for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Top Tips to Implement Virtual Assistants on your Fintech / Finance Site Financial advisors have to pay specific attention to the needs of each client and prospect, they need to spend more time understanding their unique requirement to be able to offer the right solution in time. Because often times,......
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