Search Results for: Retirement Plan

Schwab Introduces Online Financial Planning Action Center
Digital Finance News

Schwab Introduces Online Financial Planning Action Center

Fintech News Desk
by Fintech News Desk0
Digital Platform Combines Human Guidance and Technology to Modernize the Financial Planning Experience As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab......
Flywire Partners with Ascensus to Digitize 529 College Savings Plan Payments
Digital Payments News

Flywire Partners with Ascensus to Digitize 529 College Savings Plan Payments

Fintech News Desk
by Fintech News Desk0
Partnership streamlines and digitizes tuition payments from 529 college savings plans in the US Flywire Corporation, a global payments enablement and software company, and Ascensus, ​​whose technology and expertise help millions of people save for education, retirement, and healthcare, announced a partnership to digitize and streamline tuition payments from 529 college......
HUB International Acquires the Assets of Kornerstone, INC. To Expand Retirement Capabilities in California
InsurTech Investment Services News

HUB International Acquires the Assets of Kornerstone, INC. To Expand Retirement Capabilities in California

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of kornerstone, Inc. (Kornerstone). Terms of the transaction were not disclosed. Located in Chico, California, Kornerstone provides individuals and corporations with custom financial plans and investment advisory services to help them......
Dalbar Recognizes Voya For Excelling In Online Digital Planning Capabilities
Finance News

Dalbar Recognizes Voya For Excelling In Online Digital Planning Capabilities

Fintech News Desk
by Fintech News Desk0
Annual recognition highlights company’s commitment to providing solutions and technologies that help individuals reach financial goals with confidence Voya Financial, Inc. , announced that DALBAR, Inc., an independent research firm that evaluates, audits and rates the business practices of financial institutions, has recognized the company with six separate DALBAR distinctions......
Penelope Launches Retirement Savings Platform For Small Businesses And Entrepreneurs
Business Finance News

Penelope Launches Retirement Savings Platform For Small Businesses And Entrepreneurs

Fintech News Desk
by Fintech News Desk0
Penelope aims to help 60 million Americans build bright financial futures and generational wealth with employee retirement platform On a mission to enable every small business to build bright financial futures for their owners and employees, Penelope announced the launch of its 401(k) platform, giving small business owners an affordable and......
Republic Capital Represents Reilly Financial Advisors in Transaction With Creative Planning
Capital Markets Finance News

Republic Capital Represents Reilly Financial Advisors in Transaction With Creative Planning

Fintech News Desk
by Fintech News Desk0
Registered Investment Advisor Firm founded in 1999 has $2 Billion in AUM Republic Capital Group congratulates its client Reilly Financial Advisors (“Reilly”) with $2 billion in AUM, on its transaction with Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”). Latest Fintech Insights: GBank Financial Holdings Inc. Announces......
Creative Planning Acquires Reilly Financial Advisors
Finance Investment Services Investments News

Creative Planning Acquires Reilly Financial Advisors

Fintech News Desk
by Fintech News Desk0
Registered Investment Advisor Firm founded in 1999 has $2 Billion in AUM Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), announced the acquisition of Reilly Financial Advisors (Reilly), which has a total of over $2B in assets under management. Latest Fintech Insights: Payments and DeFi-centric Blockchain,......
Global Retirement Technology Provider Smart Partners With Finhabits, a Leading Money App for the Latino Community
Fintech News Technology

Global Retirement Technology Provider Smart Partners With Finhabits, a Leading Money App for the Latino Community

Fintech News Desk
by Fintech News Desk0
Partnership to enable access to retirement solutions for millions currently not participating in the retirement market Smart, a leading global retirement technology provider, announced a partnership with Finhabits, a market-leading fintech company making financial services more inclusive in the US through bilingual offerings designed for the Latino community. Utilizing the......
Global Retirement Technology Provider Smart Enters Into Agreement to Acquire Stadion Money Management
Digital Asset Management Fintech News

Global Retirement Technology Provider Smart Enters Into Agreement to Acquire Stadion Money Management

Fintech News Desk
by Fintech News Desk0
The deal doubles the size of Smart’s US team and provides enhanced capabilities in personalization at scale for retirement solutions Smart, a global retirement technology provider that offers modular ways for financial institutions, including recordkeepers, advisors, and asset managers to build scalable, customized retirement solutions, announced it has agreed to......
Hub International Enhances Employee Benefits and Retirement Services With Acquisition of Raffa Financial Services, INC. In Maryland
Fintech InsurTech News

Hub International Enhances Employee Benefits and Retirement Services With Acquisition of Raffa Financial Services, INC. In Maryland

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired Raffa Financial Services, Inc. (Raffa Financial Services). Terms of the transaction were not disclosed. Latest Fintech Insights: Church Mutual Announces Leadership Promotions Headquartered in Rockville, Maryland, Raffa Financial Services is an insurance and......
1