Search Results for: online retirement planning

AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19
Business Fintech News Risk Management

AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19

Fintech News Desk
by Fintech News Desk0
The CARES Act, market volatility, Social Security strategies and the impact of COVID-19 on financial planning have brought numerous challenges and opportunities to the ever-changing financial planning landscape. The best practices and cutting-edge strategies emerging from these uncertain times will be shared at the AICPA Advanced Personal Financial Planning (PFP) Conference......
Voya Financial Launches COVID-19 Planning Tool Powered by SAVVI Financial to Help Americans Navigate Difficult Financial Decisions
Fintech News

Voya Financial Launches COVID-19 Planning Tool Powered by SAVVI Financial to Help Americans Navigate Difficult Financial Decisions

Fintech News Desk
by Fintech News Desk0
Voya Financial, announced that it is collaborating with SAVVI Financial, a leading technology-enabled financial wellness platform, to offer a COVID Relief Planning Assistant designed to help those who have been laid off, furloughed or working reduced hours as a result of the pandemic. Through its Retirement and Employee Benefits businesses,......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Banking Investment Services Mobile Banking News

DBS Unveils New Digital Financial Planning Proposition to Provide Personalized Financial Advisory for All

Fintech News Desk
by Fintech News Desk0
New digital advisory solution leverages big data and technology to provide insights tailored to customers All five million DBS/POSB customers can now access DBS’ new digital financial planning solution NAV Planner within their internet and mobile banking accounts. NAV Planner – an industry-first, feature-rich digital advisory solution leveraging big data......
Financial Planning - Gen X-ers and Millennials Expect to Support Their Parents in Their Old Age, But Aren’t Planning for It Yet
Insights InsurTech News

Gen X-ers and Millennials Expect to Support Their Parents in Their Old Age, But Aren’t Planning for It Yet

Abhishek Upadhyay
by Abhishek Upadhyay0
AgeUp recently came up with a new research on the financial planning approach of Gen X-ers and millennials towards their parents’ longevity. The research brought to light that even though a majority of Gen X-ers and millennials expected to provide financial support to their parents in their old age, they......
SS&C Technologies Powers Mid Atlantic Capital's FINRA CAT Reporting
B2C Business Fintech News

SS&C Superannuation Survey Reveals Need For New Digital Tools

Fintech News Desk
by Fintech News Desk0
Superannuation members’ wish list underscores the need for technology innovation SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced the results of its inaugural Superannuation Stealth Survey. The research found Australian superannuation funds have an opportunity to improve member engagement with better digital tools, more online interaction and better member education.......
TD Bank Survey Reveals Nearly One-third of Consumers Are Cutting Back Spending As Inflation Pains Linger
Banking News

TD Bank Survey Reveals Nearly One-third of Consumers Are Cutting Back Spending As Inflation Pains Linger

Business Wire
by Business Wire0
Half of consumers report their biggest spending increase was on groceries over the last year. TD Bank, America’s Most Convenient Bank announced the findings of its annual 2024 Consumer Spending Index, revealing that half (50%) of respondents say their spending has increased the most on groceries over the last year......
BMO Survey: More Than a Third of Americans Using AI to Manage Finances
Finance News

BMO Survey: More Than a Third of Americans Using AI to Manage Finances

PR Newswire
by PR Newswire0
61% of Gen Z use AI to help manage their finances and investments – more than any other generation. 64% do not believe AI understands how emotions influence financial planning. The BMO Real Financial Progress Index reveals a growing number of Americans, notably Gen Z, are increasingly using artificial intelligence......
J.P.-Morgan-Wealth-Plan-Helps-Chase-Customers-Create-1-Million-Plans
Finance Fintech News

J.P. Morgan Wealth Plan Helps Chase Customers Create 1 Million Plans

Fintech News Desk
by Fintech News Desk0
With Wealth Plan, users can set and track short-term goals, like a vacation, and long-term goals, such as buying a home or retirement, in real-time and get personalized step-by-step guidance and insights. J.P. Morgan Wealth Management’s Wealth Plan has helped customers create more than 1 million personalized plans. The tool......
IPQ 6.0 Reveals South Zone Leads in Financial Security With 8 in 10 Urban Residents Insured
InsurTech News

IPQ 6.0 Reveals South Zone Leads in Financial Security With 8 in 10 Urban Residents Insured

PR Newswire
by PR Newswire0
As per the survey, South India continues to be India’s most financially protected zone with a Protection Quotient of 49, with progress made across all three aspects Knowledge Index at 65 points (increase of 8 points), Life Insurance ownership levels at 80% (increase of 2%), Security levels at 77% (equal......
Fidelity Investments Study Finds Three Key Money Moves That Minimize Financial Stress Among Women
Finance Fintech Investments

Fidelity Releases 2024 Women’s History Month Study

Business Wire
by Business Wire0
Gen Z Women Define Financial Confidence on Their Own Terms, With 44% Actively “Unlearning” Gender Stereotypes about Money Analysis of Fidelity Customers Reveals Three Key Steps to Minimize Financial Stress Viola Davis and Padma Lakshmi Headline Fidelity’s Women’s History Month Special Series Designed to Help Women Increase their Financial Know-How......
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