Search Results for: Wealth management

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......
Goalsetter-Secures-9.6-Million-in-Series-A-Extension-Funding-to-Help-American-Families-Learn-to-Save,-Spend,-Invest-and-Build-Wealth
Fintech Funding News

Goalsetter Secures $9.6 Million in Series A Extension Funding to Help American Families Learn to Save, Spend, Invest and Build Wealth

PR Newswire
by PR Newswire0
The Series A extension funding will give Goalsetter the runway necessary to continue forging new B2B alliances while successfully implementing existing programs ahead of a Series B raise. Goalsetter, an award-winning spending, saving, wealth building and financial education platform designed for the whole family, announced today the closing of a $9.6......
"SFIC Shares Vision, Mission, and Future Endeavours"
News Trading

2024 SFIC Launches Cutting-Edge AI Trading System CAI: A New Era of Wealth Growth

GlobeNewswire
by GlobeNewswire0
As SFIC continues to make waves, co-founder Nick Yang offers exclusive insights into the company’s vision, mission, and future endeavours. SFIC (Smart Finance & Investment Consultants) stands at the forefront of innovation in the investment industry, leveraging cutting-edge AI technology to redefine the way individuals and institutions approach financial markets.......
Financial Advisors Will Switch Firms Over Subpar Technology Advisor360° Survey
Finance Fintech News

Advisor360° Releases “2024 Connected Wealth Report”

Fintech News Desk
by Fintech News Desk0
As part of its Connected Wealth Report research series, Advisor360° surveyed 300 financial advisors and executives at large broker-dealers, registered investment advisors and bank trust companies across the U.S. for their perspectives on the impact of technology on their business and the industry. The latest research from Advisor360°, a provider......
Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients' Wealth
Fintech News

Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients’ Wealth

PR Newswire
by PR Newswire0
Through this partnership, Commonwealth’s affiliated advisors can seamlessly and securely manage clients’ retirement plan assets via Pontera, further enhancing their ability to support their clients’ long-term financial planning goals. Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announces it has signed an......
Empower Personal Wealth Driving 30% Growth Through a Focus on Advice, Digital Tools
Finance Fintech News

Empower Personal Wealth Driving 30% Growth Through a Focus on Advice, Digital Tools

Business Wire
by Business Wire0
In first year, new unit expands as investors cope with 2023’s market volatility, inflation As markets in 2023 are showing signs of recovery and consumers continue to cope with the residual impact of higher inflation, Empower’s new personal wealth unit has seen steady gains all year through a proven strategy:......
Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI
Digital Asset Management News

Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI

PR Newswire
by PR Newswire0
Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution efforts. In a collaboration that promises to revolutionize fund distribution, TIFIN AMP, the cutting-edge AI platform for Asset Management distribution, has announced a strategic partnership with BetaNXT, a leading provider of......
Economic Uncertainty is Reshaping Americans' Money Management Attitudes
Fintech News

Economic Uncertainty is Reshaping Americans’ Money Management Attitudes

PR Newswire
by PR Newswire0
The latest Logica Future of Money Study explores money management trends, with a focus on how Gen Z navigates their finances. The highlights report from the latest Logica Future of Money Study looks at the impact of economy on people’s money management and includes data from a special report on debt.......
Cinnamon Wealth Catalysing Financial Freedom for Women's Empowerment in Personal Finance
Finance News

Cinnamon Wealth: Catalysing Financial Freedom for Women’s Empowerment in Personal Finance

PR Newswire
by PR Newswire0
Offering Inclusive Financial Services and Advocating for Women’s Active Role in Wealth Management Women play a crucial role in binding a family together. Cinnamon Wealth advocates for Women’s active involvement in shaping their family’s financial decisions, recognising that they are both contributors and beneficiaries of the family’s wealth. The company was founded......
Wealthfront Now Oversees More Than $50 Billion in Client Assets and is on Track to Grow Revenue by Over 140% in 2023
Finance Fintech News

Wealthfront Now Oversees More Than $50 Billion in Client Assets and is on Track to Grow Revenue by Over 140% in 2023

PR Newswire
by PR Newswire0
The company’s focus on client trust, automation, and an expanded product line have created a highly profitable and growing business Wealthfront, a leading consumer fintech and pioneer of the robo-advisor industry, is proud to announce that the company now oversees more than $50 billion in assets for over 700,000 clients, largely young......
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