Search Results for: Retirement Plan

Jennifer Hawley Promoted to Banking Officer in Alpine Bank Wealth Management
Banking News

Jennifer Hawley Promoted to Banking Officer in Alpine Bank Wealth Management

Fintech News Desk
by Fintech News Desk0
Ouray, Ridgway, Montrose and Delta Colorado client accounts to be in Hawley’s purview Jennifer Hawley has been promoted to the role of banking officer with Alpine Bank Wealth Management, where she will oversee client accounts in Ouray, Ridgway, Montrose and Delta. Jennifer joined the organization in 2019 and is based......
TATA AIA Life Insurance & City Union Bank Announce Partnership
Banking News

TATA AIA Life Insurance & City Union Bank Announce Partnership

Fintech News Desk
by Fintech News Desk0
Partnership will make available a wide range of life insurance and wellness solutions across consumer segments of all CUB branches Product range to include life protection (term insurance), guaranteed and market-linked savings plans, retirement/ pension plans, critical illness and hospitalisation benefit covers. Step forward in Tata AIA’s endeavour towards increasing......
Principal Launches New Variable Annuity Buffer Funds to Help Safeguard Investors From Market Volatility
Investment Services News

Principal Launches New Variable Annuity Buffer Funds to Help Safeguard Investors From Market Volatility

Fintech News Desk
by Fintech News Desk0
Principal Financial Group announced the launch of new buffer fund investment options within its variable annuity business aimed at helping customers balance the need to build and protect savings in retirement with managing risk. The new investment options provide both market growth and limited downside protection – two key factors......
Alerus Completes Acquisition of Metro Phoenix Bank
Banking News

Alerus Completes Acquisition of Metro Phoenix Bank

Fintech News Desk
by Fintech News Desk0
Transaction Represents Largest Bank Acquisition in Alerus History Alerus Financial Corporation (“Alerus”) announced it has completed the previously announced acquisition of MPB BHC, Inc. (OTCPink: MPHX), the bank holding company for Metro Phoenix Bank. Founded in 2007, Metro Phoenix Bank is the largest full-service community bank headquartered in Phoenix, with......
Aegon Life Brings Gamification to Insurance Buying Experience
InsurTech News

Aegon Life Brings Gamification to Insurance Buying Experience

Fintech News Desk
by Fintech News Desk0
Aegon Life has embraced new gamification benchmarks to woo customers. It has redesigned its website in line with its commitment to making insurance easy and accessible for all. Breaking from industry norms, the brand offers insurance quotations without asking prospective customers to share their contact details. A simplified DIY (Do......
Employers that Offer Comprehensive Financial Wellness Benefits Can Reduce Workers' Stress, Improve Productivity, According to New Freedom Financial Network Study
Finance News

Employers that Offer Comprehensive Financial Wellness Benefits Can Reduce Workers’ Stress, Improve Productivity, According to New Freedom Financial Network Study

Fintech News Desk
by Fintech News Desk0
Productivity loss from employees dealing with debt costs U.S. businesses over $40 billion annually Freedom Financial Network (FFN), a leading digital personal finance company, released a new whitepaper, Filling the Gap in Financial Wellness Benefits, which examines how employers that expand financial benefits beyond traditional wealth management and retirement savings programs can reduce workers’......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
Docupace Compliance TRACKR Simplifies Complex, Expanding Advisor Compliance Requirements
Fintech News

Docupace Compliance TRACKR Simplifies Complex, Expanding Advisor Compliance Requirements

Fintech News Desk
by Fintech News Desk0
Wealth management firms use the digital delivery tool to ensure clients receive RegBI (Form CRS), Form ADV and DOL Rule disclosures Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is evolving the Docupace Platform’s Compliance TRACKR™ technology to comply with expanding disclosure delivery requirements in an ever-changing......
Morningstar Funds Trust Board of Trustees Elects New Independent Trustee
Fintech Funding News

Morningstar Funds Trust Board of Trustees Elects New Independent Trustee

Fintech News Desk
by Fintech News Desk0
Timothy Reese Brings 30 Years of Management, Operations and Institutional Finance Experience and Expertise within Public and Private Finance Morningstar Funds Trust Board of Trustees announced the appointment of Timothy A. Reese as an Independent Trustee. Latest Fintech News: GreenBox POS and Armanino Sign Partnership To Attest to All GreenBox Custodial Accounts in......
Retail Banks Miss the Mark on Financial Advice as Customer Expectations Grow, J.D. Power Finds
Banking News

Retail Banks Miss the Mark on Financial Advice as Customer Expectations Grow, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Capital One Ranks Highest in Customer Satisfaction with Retail Banking Advice Facing a toxic combination of rising household costs, a looming recession and record levels of debt, fully 59% of retail bank customers say they expect their financial institutions to help them improve their financial health. The problem is, according......
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