Search Results for: Retirement Plan

DBS to Double Recruitment of Financial Planning Advisors in 2021; Introduces Industry-First Insurance Consultant Role
Business Fintech News

DBS to Double Recruitment of Financial Planning Advisors in 2021; Introduces Industry-First Insurance Consultant Role

Fintech News Desk
Bank will hire 650 financial planning advisors, has created a first of its kind insurance consultant role with Manulife Singapore As part of DBS commitment to help all customers, regardless of their income level or life stage, improve their financial wellbeing, the bank today announced plans to double the recruitment......
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Business Fintech Investment Services News

Cushon Unveils Net-Zero Pension Plan

Fintech News Desk
Cushon, the fintech workplace savings disrupter, today announces that it has launched the world’s first net zero pension. Cushon’s pension is the first of its kind in that it is Net Zero now – not later – unlike competitors in the market who have long-reaching targets to achieve the same......
Fidelity's eMoney Rolls Out Financial Planning and Wellness App
Business Fintech News

Fidelity’s eMoney Rolls Out Financial Planning and Wellness App

Fintech News Desk
eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement plan advisors.......
eMoney-Announces-General-Availability-of-Incentive_-a-Financial-Planning-and-Wellness-Mobile-App
Fintech Mobile Banking News

eMoney Announces General Availability of Incentive, a Financial Planning and Wellness Mobile App

Fintech News Desk
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement......
PenChecks
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PenChecks Launches New Online Retirement Distribution Processing Platform

Fintech News Desk
PenChecks Trust®, the largest independent provider of outsourced benefit distribution services and Automatic Rollover/Missing Participant IRAs in the U.S., is proud to announce the launch of its latest technology innovation – Amplify. Read More: Veracode Research Shows Financial Sector Leads In Fixing Application Flaws, Lags In Time To Remediate More......
Voya Financial Advisors Enhances Digital Experience to Help Improve Retirement Outcomes
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Voya Financial Advisors Enhances Digital Experience to Help Improve Retirement Outcomes

Fintech News Desk
Voya Financial, announced new enhancements that the company’s retail wealth management firm, Voya Financial Advisors, Inc. (VFA) is making to both its financial professional and client-facing platforms. As part of VFA’s commitment to helping improve outcomes through purposeful innovation, the new, simplified platforms will include: digital account opening, allocation modeling,......
SS&C Adds Managed Accounts Provider ProNvest to its Retirement Solutions Ecosystem
Fintech Investment Services News

SS&C Adds Managed Accounts Provider ProNvest to its Retirement Solutions Ecosystem

Fintech News Desk
SS&C Technologies Holdings, announced that SS&C Retirement Solutions has added ProNvest, an industry-leading managed account solution, onto its TRAC recordkeeping platform. TRAC supports a diverse range of managed account solutions for retirement providers in the defined contribution marketplace. Read More: MemberPass™ and Filene Survey Reveals Changing Attitudes to How Americans Protect Identity with......
Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics
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Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics

Fintech News Desk
Plan Analytics Premium Includes Three New Features That Sift and Sort Data for Advisors, Saving Them Time While Surfacing Opportunities That May Have Otherwise Gone Overlooked After launching plan analytics earlier this year, Envestnet | MoneyGuide is now offering Plan Analytics Premium, an add-on component that takes the data sifting and visualization capabilities of......
eMoney Advisor Announces Launch of Incentive, A Financial Planning and Wellness Mobile App
Fintech Mobile Banking News

eMoney Advisor Announces Launch of Incentive, A Financial Planning and Wellness Mobile App

Fintech News Desk
The application, formerly known as Project Avocado, offers self-led planning and budgeting and is accessible through retirement plan advisors Currently in beta with six firms, Incentive is scheduled for general availability in January 2021 eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money,......
Principal Financial Group® Expands Their Suite of Digital Solutions to Help Businesses Plan for the Future
Business Fintech News

Principal Financial Group® Expands Their Suite of Digital Solutions to Help Businesses Plan for the Future

Fintech News Desk
Latest offering helps business owners and leaders prioritize actions that can contribute to growth As a part of its long-standing commitment to understand the needs of small and medium-sized businesses, Principal® today announced the launch of a unique digital offering designed to help business owners and leaders uncover planning needs to......
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