Search Results for: Retirement Plan

Risky Business: Lack of Risk-Based Conversations Hinders Retirement Readiness
Fintech News Risk Management

Risky Business: Lack of Risk-Based Conversations Hinders Retirement Readiness

Fintech News Desk
by Fintech News Desk0
As Americans evaluate their finances during these challenging times, many financial professionals may be missing opportunities to shift conversations about retirement from accumulation to protection. The new 2020 Retirement Risk Readiness Study from Allianz Life Insurance Company of North America (Allianz Life) surveyed three categories of Americans to get different......
Plan Participants Give OneAmerica High Marks in J.D. Power Study
Fintech Investment Services News

Plan Participants Give OneAmerica High Marks in J.D. Power Study

Fintech News Desk
by Fintech News Desk0
Company ranks third in 2020 U.S. Retirement Plan Participant Satisfaction Study, medium plan segment A relationship-oriented provider of impactful retirement plan solutions, OneAmerica acknowledged its third-place ranking in the J.D. Power 2020 U.S. Retirement Plan Participant Satisfaction Study, in the medium plan segment. The study, which was based on responses......
Callahan Financial Planning Opens San Francisco Financial Advisory Office
Fintech Investment Services News

Callahan Financial Planning Opens San Francisco Financial Advisory Office

Fintech News Desk
by Fintech News Desk0
Callahan Financial Planning, a fee-only independent personal financial planning and investment management firm with offices throughout the Bay Area, has announced its latest expansion with the addition of a financial advisory office in San Francisco, CA. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor......
New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios
Fintech InsurTech Investment Services News

New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios

Fintech News Desk
by Fintech News Desk0
Lincoln Financial Group announced that it will launch the next generation of its Lincoln AssetEdge Variable Universal Life (VUL) insurance offering on June 15. As many investors are faced with the dilemma of staying invested in the market during a time of elevated volatility, AssetEdge VUL (2020) features three new indexed accounts......
SS&C Adds Managed Accounts Provider Stadion Money Management to its Retirement Solutions Ecosystem
Fintech News

SS&C Adds Managed Accounts Provider Stadion Money Management to its Retirement Solutions Ecosystem

Fintech News Desk
by Fintech News Desk0
SS&C’s Retirement recordkeeping platform expands managed accounts choices SS&C Technologies Holdings, announced that SS&C Retirement Solutions has added Stadion Money Management onto its TRAC recordkeeping platform. TRAC supports a diverse range of managed account solutions for retirement providers in the defined contribution marketplace. Read More: smartTrade’s Solution Awarded Best Multi-Asset......
Singapore's Volopay raises $2.1m
Fintech News

Ascensus Announces Upcoming Release of READYSAVE Retirement Mobile App

Fintech News Desk
by Fintech News Desk0
Firm’s Ongoing Technology Investment Focuses on Better Outcomes Driven by Data and Backed by Behavioral Science Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—has announced the upcoming release of a proprietary mobile application called READYSAVE™. The app will give users access to their retirement plan......
New Personalized ‘Manage My Retirement’ Service Now Available From MassMutual and NextCapital to Help Deliver Better Retirement Outcomes
Fintech InsurTech Investment Services News

New Personalized ‘Manage My Retirement’ Service Now Available From MassMutual and NextCapital to Help Deliver Better Retirement Outcomes

Fintech News Desk
by Fintech News Desk0
As part of its commitment to helping savers in 401(k)s and other retirement plans achieve the best outcomes possible, Massachusetts Mutual Life Insurance Company (MassMutual) announced today a new managed advice solution that allows for greater personalization of investment strategies. Read More: M Financial Group Licenses FAST Software to Enable......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Banking Investment Services Mobile Banking News

DBS Unveils New Digital Financial Planning Proposition to Provide Personalized Financial Advisory for All

Fintech News Desk
by Fintech News Desk0
New digital advisory solution leverages big data and technology to provide insights tailored to customers All five million DBS/POSB customers can now access DBS’ new digital financial planning solution NAV Planner within their internet and mobile banking accounts. NAV Planner – an industry-first, feature-rich digital advisory solution leveraging big data......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Fintech News

Rob Snow of Morgan Stanley Recognized as a Lifetime Achiever in the Field of Financial Planning

Fintech News Desk
by Fintech News Desk0
Rob Snow, a Certified Financial Planner with Morgan Stanley, has been honored with a Lifetime Achiever Award from Credit Appraisals, an executive review firm for the finance industry. Rob’s tireless work for his clients’ best interests has brought him to the top of his game. His innovative and sound approach to financial......
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