Search Results for: Robo Advisors

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......
Manifold Secures $15 Million in Investment and Launches AI-Powered Platform to Accelerate Clinical Research
Investment Services News

Manifold Secures $15 Million in Investment and Launches AI-Powered Platform to Accelerate Clinical Research

PR Newswire
by PR Newswire0
The funding will be utilized to accelerate clinical research. Manifold, an AI-powered clinical research platform, announced a $15 million Series A. Led by TQ Ventures, the funding round also includes new investors Calibrate Ventures and SK Ventures, notable founders and CEOs including healthcare leader Dr. Sachin H. Jain and existing investors including......
Women Confident Managing Short-Term Finances, but Less So on Long-Term Strategies, Finds New York Life Wealth Watch
Finance Fintech News

Women Confident Managing Short-Term Finances, but Less So on Long-Term Strategies, Finds New York Life Wealth Watch

Business Wire
by Business Wire0
The survey found that women report feeling the most knowledgeable about paying bills, maintaining good credit, and saving for emergencies. The latest findings from New York Life’s Wealth Watch survey provide insights into the existing financial confidence and knowledge gaps between men and women. Confidence is the top emotion that men......
Survey Reveals New Era of Financial Independence as Millennials Seek to Redefine Retirement
Finance Fintech News

Survey Reveals New Era of Financial Independence as Millennials Seek to Redefine Retirement

Fintech News Desk
by Fintech News Desk0
The study, which marks a new understanding of retirement planning’s shifting paradigms, surveyed millennials nationwide, shedding light on the evolving attitudes and behaviors surrounding their retirement readiness, retirement confidence, and consumer debt.  A new survey commissioned by IRALOGIX, a retirement industry fintech provider, reveals how millennials are reshaping the retirement......
J.P. Morgan Life Sciences Private Capital Team Adds Healthcare Veteran and Past Seagen CEO David Epstein to Advisory Board
Investment Services News

J.P. Morgan Life Sciences Private Capital Team Adds Healthcare Veteran and Past Seagen CEO David Epstein to Advisory Board

PR Newswire
by PR Newswire0
David Epstein, former CEO of Seagen who oversaw its sale to Pfizer in 2023 is set bring his expertise to JP Morgan’s life sciences capital investment division. With 30 years of industry experience, including deal making, drug development, commercialization, etc. will advise JP Morgan life sciences capital for early and......
New Study Finds Majority of Community Financial Institutions Optimistic About 2024 Despite Economic and Regulatory Challenges
Fintech News

New Study Finds Majority of Community Financial Institutions Optimistic About 2024 Despite Economic and Regulatory Challenges

PR Newswire
by PR Newswire0
Authored by noted fintech expert, Cornerstone chief research officer and Forbes contributor Ron Shevlin, the study gleans insights from more than 350 senior executives from community banks and credit unions across the country. Cornerstone Advisors announced  the release of its highly anticipated study, What’s Going On In Banking 2024: Finding the......
Powder’s AI-Powered Co-Analyst for Financial Advisors Steps into the Spotlight at T3 FinTech Conference
Artificial Intelligence Finance Fintech

Powder Finance, Inc. Announced Gen AI Tool – Powder

Business Wire
by Business Wire0
Powder accelerates sales and client engagement process, onboarding, and service workflows to streamline and grow wealth management firms Powder Finance, Inc. (Powder), a fintech innovator in developing next generation tools that help financial advisors streamline and grow their businesses, today announced that Powder, a generative artificial intelligence powered tool designed......
Artificial Intelligence Featured Fintech Fintech Primers

What Are The Fintech AI certifications?

Pooja Choudhary
by Pooja Choudhary0
What Are the Opportunities for AI in Fintech? A survey by Grand View Research predicts that the market for AI in financial technology will expand at a CAGR of 16.5% between now and 2030. In 2023, the market will be dominated by deep learning due to the sophistication of its......
Featured Fintech Fintech Primers

What Is Financial Technology?

Pooja Choudhary
by Pooja Choudhary0
Visa, Mastercard, PayPal, Stripe, Plaid, Chime, Ripple, NuBank, Paytm, and the list can go on… In the current year, the fintech space is worth an astonishing figure of $179 billion. There are no less than reported 30,000 fintech startups. Feeling like you have heard or read these somewhere? Well, these......
Arta Finance Officially Opens to all Qualified Investors, Announces $100 Million in Member Assets
Fintech News

Arta Finance Officially Opens to all Qualified Investors, Announces $100 Million in Member Assets

PR Newswire
by PR Newswire0
After being in invite-only mode and refining the product with early members, Arta Finance  reaches milestone in member assets, hires industry leaders, and launches new AI-driven services to enable access to the same investments as the ultra-wealthy Arta Finance, a fintech company transforming the way people grow, protect and enjoy their......
1