Search Results for: Retirement Plan

Wealthfront Launches First-Ever Automated Bond Ladder to Help Investors Earn More From Highest Yields in 15 Years
Fintech News

Wealthfront Launches First-Ever Automated Bond Ladder to Help Investors Earn More From Highest Yields in 15 Years

PR Newswire
by PR Newswire0
The company’s latest offering is a low-risk way to maximize interest with more tax efficiency than a savings account or CD. Wealthfront, a leading consumer fintech and pioneer of the robo-advisor industry, announced a first-of-its-kind Automated Bond Ladder that revolutionizes how investors use US Treasuries to maximize interest on their......
401GO Raises $12M Series A to Fuel Next Phase of Growth
Fintech Investments News

401GO Raises $12M Series A to Fuel Next Phase of Growth

Business Wire
by Business Wire0
Led by Next Frontier Capital, the new capital allows the company to add new products, increase headcount, and further its mission to usher in the modern era for retirement planning and investing 401GO, the next-generation retirement plan provider for employers, advisors and individuals, today announced the successful completion of its......
Manulife Closes Largest Canadian Universal Life Reinsurance Transaction with RGA
InsurTech News

Manulife Closes Largest Canadian Universal Life Reinsurance Transaction with RGA

PR Newswire
by PR Newswire0
Manulife has received OSFI approval to amend our current share buyback program, which commenced on February 23, 2024, to return unlocked capital from the transaction to its shareholders. Manulife announced that it has successfully closed1 the previously announced transaction to reinsure a low ROE Canadian Universal Life block with RGA Life......
Luma-Financial-Technologies-Announces-a-Collaboration-with-BNY-Mellon’s-Pershing-to-Provide-Next-Level-Annuity-Management-Solutions
Finance Fintech News

Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions

Business Wire
by Business Wire0
Through Pershing’s award-winning custodial platform, NetX360 ®+, advisors will be able to access Luma’s educational materials, analytics, and suitability tools to help them streamline and manage sales activities for all annuity product types. Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s......
Surprise!-Gen-Z’s-Financial-Goals-Align-Well-With-Traditional-Benefits
Finance Fintech News

Surprise! Gen Z’s Financial Goals Align Well With Traditional Benefits

Business Wire
by Business Wire0
The Standard’s latest study looks at HR leaders’ perception of what Gen Z wants from employers and their benefits programs. New research from The Standard shows a disconnect between what employee benefits Gen Zers say they want and what HR leaders think Gen Zers want — with the happy accident......
IPQ 6.0 Reveals South Zone Leads in Financial Security With 8 in 10 Urban Residents Insured
InsurTech News

IPQ 6.0 Reveals South Zone Leads in Financial Security With 8 in 10 Urban Residents Insured

PR Newswire
by PR Newswire0
As per the survey, South India continues to be India’s most financially protected zone with a Protection Quotient of 49, with progress made across all three aspects Knowledge Index at 65 points (increase of 8 points), Life Insurance ownership levels at 80% (increase of 2%), Security levels at 77% (equal......
ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers
Finance News

ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers

PR Newswire
by PR Newswire0
ViewTrade also unveiled details for its 2024 product roadmap, which includes increased support across all asset classes, including more robust offerings for fixed income and options, and expansion into additional global markets to offer a full and flexible suite of solutions for retail brokers and investors worldwide. ViewTrade Holding Corporation......
Seven in Ten Women Investors Are Rethinking if and When They Can Retire
Investment Services News

Seven in Ten Women Investors Are Rethinking if and When They Can Retire

PR Newswire
by PR Newswire0
Single Women Less Optimistic About Financial Outlook Than Married Peers Uncertain market conditions and the rising cost of living are significantly impacting women investors and their retirement plans. As they grapple with cascading economic headwinds, seven in ten (70%) women investors say that inflation and signs of a potential recession......
Delta Data Continues Expansion of Its Pooled Fund Solutions with the Acquisition of Phoenix Systems Inc.
Fintech News

Delta Data Continues Expansion of Its Pooled Fund Solutions with the Acquisition of Phoenix Systems Inc.

PR Newswire
by PR Newswire0
The addition of the new solution set expands Delta Data’s footprint into the global pooled fund arena Delta Data, a Terminus Capital Partners company and trusted provider of pooled fund and mutual fund software solutions, proudly announces its acquisition of Phoenix Systems Inc., a fintech firm specializing in global mutual fund......
Fidelity Investments Study Finds Three Key Money Moves That Minimize Financial Stress Among Women
Finance Fintech Investments

Fidelity Releases 2024 Women’s History Month Study

Business Wire
by Business Wire0
Gen Z Women Define Financial Confidence on Their Own Terms, With 44% Actively “Unlearning” Gender Stereotypes about Money Analysis of Fidelity Customers Reveals Three Key Steps to Minimize Financial Stress Viola Davis and Padma Lakshmi Headline Fidelity’s Women’s History Month Special Series Designed to Help Women Increase their Financial Know-How......
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