Search Results for: retirement nationwide

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
Concerned about their businesses, middle market customers are reassessing their insurance needs; but struggle understanding their coverage
Fintech InsurTech News Uncategorized

Concerned about their businesses, middle market customers are reassessing their insurance needs; but struggle understanding their coverage

Fintech News Desk
by Fintech News Desk0
Agent Authority: Middle Market Business Owners seek personalized counsel they can rely on Nearly 8 in 10 middle market business owners are concerned about making it through the economic downturn, and they’re reassessing their businesses’ insurance needs as a result, according to new Agent Authority research from Nationwide*. Although owners......
FinTech Company Uses Online Appointment Setting to Keep Financial Services Professionals In Business During COVID - Goes Public Under GRWCD
Fintech News

FinTech Company Uses Online Appointment Setting to Keep Financial Services Professionals In Business During COVID – Goes Public Under GRWCD

Fintech News Desk
by Fintech News Desk0
Public Employee Retirement Assistance utilizes technology to pair public employees with retirement specialists virtually and is now a subsidiary of Grow Capital, Inc.(PERA) Grow Capital, announced that it has formally acquired Public Employee Retirement Assistance, LLC (PERA). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes......
DCI Moves Ahead to Name Fankhauser as Only Female CEO Among Core Banking Providers
Banking Fintech News

DCI Moves Ahead to Name Fankhauser as Only Female CEO Among Core Banking Providers

Fintech News Desk
by Fintech News Desk0
Data Center Inc. (DCI), the privately-owned developer of iCore360 core banking software and related digital technologies for community financial institutions nationwide, announced that Sarah Fankhauser, DCI President and COO, has been named as the company’s fifth Chief Executive Officer, and reportedly the only current female CEO among major core providers......
Data Center Inc. (DCI) Names Sarah Fankhauser As President of Core Bank Tech Provider
Banking Fintech News

Data Center Inc. (DCI) Names Sarah Fankhauser As President of Core Bank Tech Provider

Fintech News Desk
by Fintech News Desk0
Appointment Sets New Milestone for Inclusion in the Industry Data Center Inc. (DCI), the privately-owned developer of iCore360 core banking software and related digital technologies for community financial institutions nationwide, today announced the election of Sarah Fankhauser to President and COO by the company’s board of directors. Read More: Simple Announces......
Experian Announces Breakthrough Solution in the Fight Against Synthetic Identity Fraud
Fintech News

Experian Announces Expanded Financial Education Programming to Address Evolving COVID-19 Landscape

Fintech News Desk
by Fintech News Desk0
Experian’s #CreditChat, Ask Experian Blog and New Financial Education Resources All Created to Aid Consumers in These Difficult Times In response to the urgent and rapid changes associated with COVID-19, Experian is accelerating and enhancing its financial education programming to help consumers protect their financial health in these uncertain times.......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
Starship Raises $11 million to Expand Access to Health Savings Accounts
Fintech Startups News

Starship Raises $11 million to Expand Access to Health Savings Accounts

Fintech News Desk
by Fintech News Desk0
New Funds and Major Partnership Make Health Savings Accounts More Accessible to Americans, regardless of Employment Status Fresh off of a Series A investment of $7 million led by Valar Ventures—bringing total money raised to $11 million—fintech startup Starship is making portable health savings accounts available to drivers, delivery persons and carriers who use......
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