Search Results for: retirement plan

PayPal Partners with Even to Provide New Tools to Improve the Financial Health of its Workforce
Fintech News

PayPal and JUST Capital Launch New Collaborative Initiative Encouraging the Nation’s Largest Companies to Prioritize Workers’ Financial Security and Health

Fintech News Desk
As business leaders continue to identify how to respond to the economic impacts of COVID-19, PayPal and JUST Capital, in collaboration with Financial Health Network and Good Jobs Institute, announce a new initiative to make workers’ financial security and health a C-suite priority. The organizations are calling on the CEOs......
FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo's Protective Investing Platform
Business Fintech Investment Services News

FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo’s Protective Investing Platform

Fintech News Desk
The Integration Enables Halo Platform Users to Find a Range of Annuities to Meet Client Retirement Needs FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, announced a strategic partnership with Halo Investing, a marketplace provider that connects investors to protective investment products. The integration will......
Ethereum Is Available for Retirement Accounts With Bitcoin IRA
Cryptocurrency Fintech News

Bitcoin IRAâ„¢ Survey Shows More Bullish Long-Term Investor Sentiment Today Than In June

Fintech News Desk
This new survey highlights the key changes in crypto buying sentiment from June 2020 to September 2020 among Bitcoin IRA customers. Bitcoin IRA, the world’s first, largest, and most secure digital asset IRA technology platform that allows clients to purchase cryptocurrencies and other digital assets for their retirement accounts, today......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News Trading

Self-Directed IRA Accounts Get Enhanced Access to Private Markets

Fintech News Desk
iownit, a leading digital private securities platform, announces integration with Midland Trust, a leading self-directed IRA custody provider, to enhance access to alternative investments for accredited investors. iownit capital and markets, Inc., a leading digital assets issuance and trading platform, is pleased to announce that it has entered into an......
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
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......
InComm Payments Acquires Todo Cartões, One of Brazil's Leading Gift Card Processors
Fintech News

InComm Identifies Areas of Growth for Gift Cards in 2020, Despite COVID

Fintech News Desk
Study identifies year-over-year consumer purchasing habits, growth in digital content, popular spend categories Online purchases of gift cards more than doubled in the first two quarters of 2020, outpacing the year-over-year growth of 24 percent measured from 2018 to 2019. This insight reveals how retailers can engage consumers who may......
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
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......
Wolters Kluwer Legal & Regulatory U.S. Expands Digital Content Available on Smarteca
Fintech News

Wolters Kluwer Legal & Regulatory U.S. Expands Digital Content Available on Smarteca

Fintech News Desk
More than 200 titles are now available through the digital platform Wolters Kluwer Legal & Regulatory U.S. today announced that it has expanded its portfolio of digital resources to include more than 200 of its most popular titles on Smarteca, widening the accessibility of its best-in-class content. Read More: Curb Debuts Taxi PaaS......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech Investment Services News

Adhesion Wealth® Launches New Personal Indexing Program for RIAs

Fintech News Desk
The new index solution, designed to achieve tax alpha along with efficient returns, enables advisors to choose a starting index and apply active screens such as investment styles, factor tilts and investment preferences Adhesion Wealth®, an outsourced investment management platform for registered investment advisors (RIAs), today announced the launch of......
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