Search Results for: Retirement Plan

BrightPlan Expands Global Access for Total Financial Wellness Solution, Announces New Family Coverage and Services
Finance Fintech News

BrightPlan Expands Global Access for Total Financial Wellness Solution, Announces New Family Coverage and Services

Fintech News Desk
by Fintech News Desk0
New services include support for tax, estate planning and student loan optimization BrightPlan, a leader in Total Financial Wellness, announced that it is expanding global access for its Total Financial Wellness solution, and offering new services that further support and strengthen financial well-being not just for employees, but their entire......
Bank of America Announces Retirement of Anne Finucane, Vice Chairman and Thomas Montag, COO and president of Global Banking and Markets
Fintech News

Bank of America Announces Retirement of Anne Finucane, Vice Chairman and Thomas Montag, COO and president of Global Banking and Markets

Fintech News Desk
by Fintech News Desk0
Bank of America announced the retirement of Anne Finucane, Vice Chairman, and Thomas Montag, Chief Operating Officer and president of Global Banking and Markets, after many years of distinguished service. Both executives are members of the company’s executive management team and report to Chairman and Chief Executive Officer Brian Moynihan.......
Morgan Stanley at Work Creates Powerful Retirement Recordkeeper Value Proposition
Digital Fintech Investments News

Morgan Stanley at Work Creates Powerful Retirement Recordkeeper Value Proposition

Fintech News Desk
by Fintech News Desk0
Morgan Stanley at Work announced an innovative retirement partnership with Vestwell that delivers user-friendly digital solutions and favored pricing, helping reduce administrative workload, simplifying revenue and expense management and maximizing participant engagement. “Together, we are fundamentally altering the way technology and servicing can elevate and scale the experience. We are......
LGBTQ+ Consumers Aim High With Retirement Savings Goals, Says New Lincoln Financial Study
Finance Fintech Investments News

LGBTQ+ Consumers Aim High With Retirement Savings Goals, Says New Lincoln Financial Study

Fintech News Desk
by Fintech News Desk0
Yet the Pandemic Still Created Financial Stress and Retirement Uncertainty That Underscores Areas for Improvement to Achieve Financial Security LGBTQ+ Americans have big goals when it comes to retirement. According to Lincoln Financial Group’s 2021 Retirement Power® Study, LGBTQ+ respondents feel they should save a higher median amount of their annual......
Zoe Financial Announces Record Quarter Milestones
Finance Fintech News

Zoe Financial Announces Partnership with Facet Wealth, a Leading Financial Planning Firm

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Facet Wealth, one of the top financial planning firms in the country Zoe Financial, a digital marketplace that empowers consumers to find the best and most trustworthy financial advisor for them,......
ChoiceOne Bank Announces Succession Plan for CFO Tom Lampen
Banking Finance Fintech News

ChoiceOne Bank Announces Succession Plan for CFO Tom Lampen

Fintech News Desk
by Fintech News Desk0
The Board of Directors of ChoiceOne Financial Services, Inc., the parent company of ChoiceOne Bank, today announced that Tom Lampen, Senior Vice President and Chief Financial Officer, has notified the organization of his intention to retire effective on or about December 31, 2021. Upon his retirement, Senior Vice President, Adom J. Greenland, is expected......
InvestCloud Acquires Advicent and the NaviPlan Platform
Cloud Digital Finance Fintech News

InvestCloud Acquires Advicent and the NaviPlan Platform

Fintech News Desk
by Fintech News Desk0
Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a unified digital experience across all wealth segments InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider. Advicent, a Vista Equity......
Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
Finance InsurTech Investment Services Investments News

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management

Fintech News Desk
by Fintech News Desk0
Retiree, Inc. is announcing the launch of the first retirement income “decumulation” model portfolio marketplace. The new resource for financial advisors combines the award-winning Income Solver platform with a marketplace of solutions including model portfolios, annuities, bonds, and cash alternatives. Financial advisor adoption of model portfolios has been significant. Envestnet, Orion,......
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......
Digital Advances for Participants and Plan Sponsors Earn TIAA Industry Honors
Business Digital Fintech News

Digital Advances for Participants and Plan Sponsors Earn TIAA Industry Honors

Fintech News Desk
by Fintech News Desk0
Awarded four gold medals from key industry analyst TIAA has earned four gold medals in Corporate Insight’s annual Monitor Awards, a program that recognizes digital innovation and significant advances in web and mobile user experience over the past year in the financial services industry. Read More: Reef Finance Becomes the......
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