Search Results for: Annuities

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
by Fintech News Desk0
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents
Finance Fintech News

Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, announces a collaboration with iPipeline®, a leading provider of digital solutions for the life insurance, annuities, and wealth management industries. Through this collaboration, Luma and iPipeline have developed a fully integrated solution that streamlines and simplifies workflows......
Oracle AI Service Improves the Speed and Accuracy of Financial Crime Investigations
Finance Fintech News

Oracle AI Service Improves the Speed and Accuracy of Financial Crime Investigations

PR Newswire
by PR Newswire0
Oracle Financial Services Investigation Hub cuts investigator time previously wasted on collecting data while delivering auto-generated narratives and intelligence needed to resolve cases up to 70% faster Oracle Financial Services Summit, New York – Enabling banks to investigate and resolve financial crime cases faster, Oracle introduced the Oracle Financial Services Crime and Compliance......
Micruity Closes $5.0M in Strategic Funding
Fintech Fintech Funding News

Micruity Closes $5.0M in Strategic Funding

Business Wire
by Business Wire0
Building the pension plan of the future by expanding support for accumulation annuities and non-guaranteed income products Micruity, announced that it closed $5.0M in funding to expand support for accumulation annuities and non-guaranteed income products on the Micruity platform. “The new funding enables Micruity to rapidly build out infrastructure not......
Luma Financial Technologies Partners with Gradient Insurance Brokerage to Offer Advanced Annuity Tools to KonnexME Platform
Finance Fintech News

Luma Financial Technologies Partners with Gradient Insurance Brokerage to Offer Advanced Annuity Tools to KonnexME Platform

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products, and annuities platform, is pleased to announce their latest partnership with Gradient InsuranceBrokerage, LLC (“Gradient”), an independent marketing organization specializing in fixed annuities and life insurance. This collaboration is poised to empower Gradient’s proprietary KonnexME platform, equipping financial services......
Hearsay Systems' 2024 Financial Services Social Selling Content Study Measures Impact of 13 Million Social Media Posts
Finance Fintech News

Hearsay Systems’ 2024 Financial Services Social Selling Content Study Measures Impact of 13 Million Social Media Posts

Business Wire
by Business Wire0
Over the last four years, video content published increased by 287%, but text-only posts still see the highest level of engagement Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, today announced the findings of its 2024 Social Selling Content Study. Now in its seventh......
Luma-Financial-Technologies-Announces-a-Collaboration-with-BNY-Mellon’s-Pershing-to-Provide-Next-Level-Annuity-Management-Solutions
Finance Fintech News

Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions

Business Wire
by Business Wire0
Through Pershing’s award-winning custodial platform, NetX360 ®+, advisors will be able to access Luma’s educational materials, analytics, and suitability tools to help them streamline and manage sales activities for all annuity product types. Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s......
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......
New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications--in Real-Time
Finance Fintech News

New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications–in Real-Time

Business Wire
by Business Wire0
Conference call and webcast on Tuesday, March 19 at 8:15 a.m. eastern time to discuss business update and 2023 financial results. iPipeline, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, announces the launch of OneViewTM, a breakthrough solution* that seamlessly......
Seven in Ten Women Investors Are Rethinking if and When They Can Retire
Investment Services News

Seven in Ten Women Investors Are Rethinking if and When They Can Retire

PR Newswire
by PR Newswire0
Single Women Less Optimistic About Financial Outlook Than Married Peers Uncertain market conditions and the rising cost of living are significantly impacting women investors and their retirement plans. As they grapple with cascading economic headwinds, seven in ten (70%) women investors say that inflation and signs of a potential recession......
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