Search Results for: online retirement planning

Following a Mixed Year For the US Wine Industry, Silicon Valley Bank Predicts Generational Shifts and Climate Change Will Be Turning Points for Wine Industry in Years Ahead
Banking Investment Services News

Following a Mixed Year For the US Wine Industry, Silicon Valley Bank Predicts Generational Shifts and Climate Change Will Be Turning Points for Wine Industry in Years Ahead

Fintech News Desk
by Fintech News Desk0
Silicon Valley Bank (SVB), the bank of the world’s most innovative companies and their investors, released its 2022 State of the Wine Industry Report. The 21st edition of the annual report assesses current conditions in the wine industry and provides a unique forecast for the year ahead based on proprietary research and economic......
Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service
Finance News

Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service

Fintech News Desk
by Fintech News Desk0
SmartAsset’s SmartAdvisor platform offers customized investor prospecting solutions with built-in compliance processes that satisfy regulatory requirements SmartAsset, an online destination for financial information and a national marketplace connecting consumers to financial advisors, announced that Concourse Financial Group Securities has selected SmartAsset’s SmartAdvisor platform as its first outside lead generation service......
Prime Capital Investment Advisors to Join Forces with Financial Network Limited
Investment Services News

Prime Capital Investment Advisors to Join Forces with Financial Network Limited

Fintech News Desk
by Fintech News Desk0
The acquisition expands Prime Capital’s footprint on the East Coast and allows Financial Network Limited to provide more tailored services to clients Prime Capital Investment Advisors (PCIA) has announced its continued strategic expansion on the East Coast with its impending acquisition of Financial Network Limited (FNL). Based in Milford, Connecticut, FNL manages $325......
Seeking Guidance for the Future, Younger Generations are Turning to Social Media for Financial Advice
Fintech News

Seeking Guidance for the Future, Younger Generations are Turning to Social Media for Financial Advice

Fintech News Desk
by Fintech News Desk0
NAPFA Consumer Survey finds Gen Z Americans and Millennials feel a lack of guidance when it comes to retirement planning Over one-third (34%) of Millennials and Generation Z Americans say that a lack of financial guidance is inhibiting to their ability to prepare for retirement, according to a survey released......
3EDGE Asset Management Appoints Monica Chandra as President
Fintech News

3EDGE Asset Management Appoints Monica Chandra as President

Fintech News Desk
by Fintech News Desk0
3EDGE Asset Management LP, a leading multi-asset investment management firm, announced the appointment of Monica Chandra as President. Chandra is a Managing Partner and part of 3EDGE’s founding team and was most recently responsible for Business Development. Top Globalfintechseries.com Insights: Binance Labs Makes Strategic Investment in MOBOX to Bring the Gaming Platform Next Level......
Daily FTS Roundup: The 5 Coolest Things on Earth Today
Currency Exchange Digital Digital Payments Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
New Logica Research Study Finds Americans Continue to Rapidly Adopt New Financial Behaviors
Finance Fintech News

New Logica Research Study Finds Americans Continue to Rapidly Adopt New Financial Behaviors

Fintech News Desk
by Fintech News Desk0
Spending, saving and investing are shifting, along with significant growth in adoption of peer-to-peer payments (P2P) and buy now, pay later (BNPL) among Millennials and Gen X According to the new Future of Money Study from Logica Research released, American financial behaviors have dramatically changed over the past year, with significant......
Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment
Fintech News Risk Management

Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment

Fintech News Desk
by Fintech News Desk0
Poll taken also identifies what skills are believed to define success in the future COVID-19 has forced financial advisors to adapt to the changing circumstances The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the......
Quicken-adds-shopping-refund-tracker-to-its-personal-finance-app-Simplifi
Fintech Mobile Banking News

Quicken Adds Shopping Refund Tracker To Its Personal Finance App Simplifi

Fintech News Desk
by Fintech News Desk0
Quicken, maker of America’s best-selling personal finance software, released a new feature for Simplifi by Quicken, its award-winning personal finance app, to help users track their returns to make sure they receive their refunds. The company designed the shopping refund tracker to ensure users don’t leave money on the table......
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