Search Results for: retirement plans

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......
NEPC Survey Shows “Retirement Crisis” Is Real, But Resolvable
Finance Fintech News

NEPC Survey Shows “Retirement Crisis” Is Real, But Resolvable

Business Wire
by Business Wire0
This year’s survey revealed that fees for managed accounts have dropped more than 10% over the past year, due to an increase in lower-cost providers, who are challenging established managed account providers on fees. NEPC, LLC, one of the country’s largest research-driven investment consultants and OCIO providers, today published the......
Only Thirty Percent of Retirees Did Enough Planning For How To Spend Time In Retirement, According to New Study from Lincoln Financial Group
Finance Fintech News

Only Thirty Percent of Retirees Did Enough Planning For How To Spend Time In Retirement, According to New Study from Lincoln Financial Group

Fintech News Desk
by Fintech News Desk0
As America ages, more time must be spent planning for pastimes during retirement New research from Lincoln Financial Group(1) shows that 77% of Americans surveyed in their 50s and 60s see retirement as a phase of life during which they will finally be able to pursue the passions and pastimes......
SageView Advisory Group to Acquire Palmer Retirement Consulting
Fintech News

SageView Group Acquires Palmer Retirement Consulting

Fintech News Desk
by Fintech News Desk0
Wise Rhino served as advisor to Palmer Retirement. The transaction closed on Dec. 15, 2023. By Global FinTech Series News Desk  SageView Advisory Group, one of the nation’s independent RIA firms, announced it has acquired Palmer Retirement Consulting, a Fort Wayne, Indiana-based advisory firm with both institutional retirement plan clients......
PlanScout Acquires Financial Planning Software SIPS RPS And Launches Outsourced Planning Service For Independent Financial Advisors
Fintech News

PlanScout Acquires Financial Planning Software SIPS RPS And Launches Outsourced Planning Service For Independent Financial Advisors

PR Newswire
by PR Newswire0
PlanScout, a startup founded by fintech and business transformation veterans Raygar Khailany and John Murray, acquired the SIPS Retirement Planning System (SIPS RPS) as part of its strategy to provide outsourced financial planning services to financial advisors. Latest Fintech Interview : Global Fintech Interview with Olivier Thierry “OT”, CRO at HungerRush......
GoLogiq Plans to Acquire Fram Venture 7, and its Vietnamese SME-Lending Platform, DragonLend
Fintech Lending News

GoLogiq Plans to Acquire Fram Venture 7, and its Vietnamese SME-Lending Platform, DragonLend

GlobeNewswire
by GlobeNewswire0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has signed a non-binding letter of intent to acquire all of Fram Venture 7 AB, a Swedish fintech corporation, for US$6 million in an all-stock transaction. Total consideration could increase to US$20 million depending upon the achievement of......
Principal Joins Industry Consortium to Support Automatic Portability of US Retirement Accounts
Fintech News Security

Principal Joins Industry Consortium to Support Automatic Portability of US Retirement Accounts

Business Wire
by Business Wire0
Principal Financial Group announced it joined the Portability Services Network, LLC (PSN), a consortium of retirement plan service providers focused on helping America’s under-served and under-saved workers improve their retirement outcomes by making it easier to transfer their workplace retirement accounts when changing employers. Principal is a board member and one......
Taboola Announces Early Retirement of $61 Million in Term Loan Debt
Finance News

Taboola Announces Early Retirement of $61 Million in Term Loan Debt

Fintech News Desk
by Fintech News Desk0
Taboola, a global leader in powering recommendations for the open web, announced the early retirement of approximately $61.3 million in debt under its senior secured Term Loan Facility. Taboola repurchased the debt for approximately $60.7 million with available cash on hand. The prepayment is expected to generate annual interest savings......
Retirement Plan Digital Experience Suffers as More Americans Struggle Financially, J.D. Power Finds
Digital Finance News

Retirement Plan Digital Experience Suffers as More Americans Struggle Financially, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Bank of America and Charles Schwab Rank Highest in a Tie in Digital Participant Satisfaction While economists are still divided on whether the United States is in a recession, retirement investors have a clearer sentiment: their financial health is deteriorating, they are concerned about their investments and, when they turn......
National Western Life and Achaean Financial Holdings Establish Premier Alliance with Plans to Introduce a New Product for Income Solutions
Finance News

National Western Life and Achaean Financial Holdings Establish Premier Alliance with Plans to Introduce a New Product for Income Solutions

Fintech News Desk
by Fintech News Desk0
National Western Life Insurance Company (National Western Life), a wholly owned subsidiary of National Western Life Group, Inc. (Nasdaq: NWLI), entered a strategic alliance with Achaean Financial Holdings (Achaean), an intellectual property and product development company, to launch a new and innovative single premium immediate annuity to the financial marketplace. Latest......
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