Search Results for: wealth gap

YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Women Confident Managing Short-Term Finances, but Less So on Long-Term Strategies, Finds New York Life Wealth Watch
Finance Fintech News

Women Confident Managing Short-Term Finances, but Less So on Long-Term Strategies, Finds New York Life Wealth Watch

Business Wire
by Business Wire0
The survey found that women report feeling the most knowledgeable about paying bills, maintaining good credit, and saving for emergencies. The latest findings from New York Life’s Wealth Watch survey provide insights into the existing financial confidence and knowledge gaps between men and women. Confidence is the top emotion that men......
Goalsetter-Secures-9.6-Million-in-Series-A-Extension-Funding-to-Help-American-Families-Learn-to-Save,-Spend,-Invest-and-Build-Wealth
Fintech Funding News

Goalsetter Secures $9.6 Million in Series A Extension Funding to Help American Families Learn to Save, Spend, Invest and Build Wealth

PR Newswire
by PR Newswire0
The Series A extension funding will give Goalsetter the runway necessary to continue forging new B2B alliances while successfully implementing existing programs ahead of a Series B raise. Goalsetter, an award-winning spending, saving, wealth building and financial education platform designed for the whole family, announced today the closing of a $9.6......
Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
Cinnamon Wealth Catalysing Financial Freedom for Women's Empowerment in Personal Finance
Finance News

Cinnamon Wealth: Catalysing Financial Freedom for Women’s Empowerment in Personal Finance

PR Newswire
by PR Newswire0
Offering Inclusive Financial Services and Advocating for Women’s Active Role in Wealth Management Women play a crucial role in binding a family together. Cinnamon Wealth advocates for Women’s active involvement in shaping their family’s financial decisions, recognising that they are both contributors and beneficiaries of the family’s wealth. The company was founded......
Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040
Finance Fintech

Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040

Business Wire
by Business Wire0
60% of individuals aged 65 or older have not sought professional financial advice to prepare for retirement or to transfer their wealth Three-in-four consumers are interested in innovative life insurance offerings to help them age well, but insurers lack the product development capabilities The Capgemini Research Institute’s World Life Insurance......
Credit Card Issuers Must Confront Consumers’ Mounting Debt, J.D. Power Finds
Markets News Technology Trading

Wealthgreen’s Carbon Credit Trading App: A Game Changer

Fintech Staff Writer
by Fintech Staff Writer0
A Singaporean firm called WealthGreen is leading a change in the financial services industry. The company’s headquarters are in Singapore, a thriving hub for carbon markets and a center of innovation in financial technology. A revolutionary software WealthGreen stands out from the crowd by providing a novel way for the......
How to Bridge the Financial Advice Gap for Millennials and Gen Z
Analytics Fintech Primers Guest Posts

How to Bridge the Financial Advice Gap for Millennials and Gen Z

Jennifer Valdez
by Jennifer Valdez0
The current economic environment is certainly challenging and for many, downright confusing. While some experts argue that the economy will avoid a downturn, others, including 95% of community bankers, believe the U.S. economy is already in a recession. With an economy we can’t quite seem to predict, younger generations are......
Blockchain.com Receives Major Payment Institution License from Monetary Authority of Singapore
Blockchain News

Blockchain.com Receives Major Payment Institution License from Monetary Authority of Singapore

PR Newswire
by PR Newswire0
Blockchain.com, one of the world’s most trusted and earliest crypto platforms, announced that it has been granted a major payment institution (MPI) license from the Monetary Authority of Singapore (MAS) on 1st of August 2023. This announcement follows Blockchain.com receiving its in-principle approval from MAS in Sep 2022, this license allows Blockchain.com to provide regulated......
Institutional Investors and Wealth Managers Plan to Boost Crypto Investments
Digital Asset Management News

Institutional Investors and Wealth Managers Plan to Boost Crypto Investments

Fintech News Desk
by Fintech News Desk0
87 Percent of institutional investors and wealth managers believe investment is attractive in the year ahead rising to 92% over five years According to new global research by London-based Nickel Digital Asset Management (Nickel), Europe’s award-winning, regulated digital assets hedge fund manager founded by alumni of Bankers Trust, Goldman Sachs......
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