Search Results for: retirement plan

Lessons Learned from COVID-19 Can Help Americans Recession-Proof Their Finances: AICPA Survey
Economy Fintech News

Lessons Learned from COVID-19 Can Help Americans Recession-Proof Their Finances: AICPA Survey

Fintech News Desk
by Fintech News Desk0
Establishing an emergency fund is the most important step Americans can take to prepare for a potential sharp economic downturn with over half (57 percent) of CPA financial planners identifying it as the top priority, and 84 percent including it in their top three. This according to the AICPAs Personal......
Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust
Banking Fintech Fintech Funding Investment Services News

Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust

Fintech News Desk
by Fintech News Desk0
ESSA Selects Ameriprise Financial Services, LLC as its new broker-dealer to expand its investment services program Ameriprise Financial announced that ESSA Bank & Trust has transitioned its investment management program, ESSA Investment Services, to Ameriprise Financial Institutions Group (AFIG). ESSA joins AFIG from Cetera. The Stroudsburg, PA-based bank employs three......
FIDx Partners with TruChoice to Provide Advisors with High-Quality Annuity Solutions Through Envestnet Insurance Exchange
Business Fintech InsurTech Investment Services News

FIDx Partners with TruChoice to Provide Advisors with High-Quality Annuity Solutions Through Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
TruChoice Diversifies Selection of Insurance Carriers Offering Guaranteed Income & Protection Strategies Envestnet, announces that TruChoice Financial Group, LLC (TruChoice), a provider of insurance solutions for a network of investment advisors, registered representatives, and insurance professionals, has launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers......
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Fintech News

UBS Financial Advisor Teresa Jacobsen Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Financial Advisor Teresa Jacobsen in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included. Overall,......
According to New Study Commissioned by DailyPay, 70% Of Americans Struggling To Make Ends Meet This Year
Fintech Fintech Funding News

DailyPay Joins The “Funding Our Future” Alliance

Fintech News Desk
by Fintech News Desk0
DailyPay, the leading fintech platform and premier provider of the daily pay benefit has joined forces with the Bipartisan Policy Center’s “Funding our Future” alliance of organizations dedicated to making a secure retirement possible for all Americans. Read More: Blockchain Valley Ventures Launches Virtual Deal Marketplace for Startup Funding DailyPay......
eMoney Advisor and Allianz Life Announce New Strategic Partnership
Business Fintech News Risk Management

eMoney Advisor and Allianz Life Announce New Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Allianz Life now has access to eMoney’s digital planning platform eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced a strategic partnership with Allianz Life Insurance Company of North America (Allianz Life®). The partnership provides Allianz Life with direct access to eMoney’s......
SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform
Fintech InsurTech News

SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce its partnership with SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (SIMON), a cloud-based platform provider delivering end-to-end, risk-managed product solutions to investment professionals. SIMON has......
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