Search Results for: financial advice

Green-Dot-Launches-Ultimate-Mobile-Bank-for-Americans-Living-Paycheck-to-Paycheck
Fintech Investment Services Mobile Banking News

Green Dot Launches Ultimate Mobile Bank For Americans Living Paycheck To Paycheck

Fintech News Desk
by Fintech News Desk0
Green Dot Corporation (NYSE: GDOT) today announced the launch of GO2bank, a new mobile bank designed to help the two in three Americans living paycheck to paycheck stretch their money further and build a stronger financial foundation.1 GO2bank makes money access and management a safe, easy, useful part of everyday......
Money Launches New Data Breach Tool To Alert Users When An Email Address Has Been Compromised
Big Data Fintech News

Money Launches New Data Breach Tool To Alert Users When An Email Address Has Been Compromised

Fintech News Desk
by Fintech News Desk0
The New Tool Arrives December 16 Along with Information and Advice on Preventing Identity Theft and Protecting Your Money Digital destination Money announced the launch of a new tool centered around increasing cybersecurity awareness, along with best practices on protecting users from identity theft. As the world has become even more......
RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions
Business Fintech Investment Services News

RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions

Fintech News Desk
by Fintech News Desk0
Offering Ease & Efficiency to Advisors Looking for Tax Management Capabilities Leveraging 55ip’s Intelligent Automation. RiverFront Investment Group, a global asset manager and ETF strategist, announced today their partnership with 55ip, a financial technology company. The joint solution is intended to make it easier for advisors to transition clients into......
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
Banking Business Fintech Investment Services News

Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Fintech News Desk
by Fintech News Desk0
Vestrata is a unique platform backed by significant investment from industry insiders Founding team comprises senior executives from world’s biggest firms including J.P. Morgan, UBS, Credit Suisse, Barclays, HSBC, and MSCI Addresses many of the key challenges facing the wealth management industry today by enhancing client engagement Vestrata, a fintech......
Franklin-Templeton_-Apex-Clearing-and-Bambu-Introduce-Tango-–-A-Scalable-Goals-Based-Wealth-Management-Tool-for-Advisors
Business Fintech News

Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the introduction of Tango, a turnkey robo-advisor designed to empower advisors to provide personalized, goals-based wealth management at scale. The all-in-one solution is a collaboration between three industry leaders—Franklin Templeton, Bambu, and Apex Clearing. Franklin Templeton provides the personalized, goals-based portfolio management advice to advisors through......
Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors
Business Fintech News

Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors

Fintech News Desk
by Fintech News Desk0
New offering leverages technology to help advisors deliver efficient 401(k) plan investment-management solutions across diverse client needs Vestwell, the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era, today announced a partnership with Envestnet, Inc. (NYSE: ENV). Read More: BHMI’s Concourse Financial Software Suite “Future Proofs” Payment Processing......
GlobalFintechSeries Interview with Amit Mathradas, President and COO at Avalara
Banking Business Fintech Interviews

Global Fintech Interview with Amit Mathradas, President and COO at Avalara

Paroma Sen
by Paroma Sen0
Catch how these experts from leading tech companies like TeamViewer, JotForm, Xactly and more are boosting their B2B sales and marketing experience while focusing on a balanced employee culture:...
Intuit Completes Acquisition of Credit Karma
Fintech News

Intuit Completes Acquisition of Credit Karma

Fintech News Desk
by Fintech News Desk0
Intuit, proud maker of TurboTax, QuickBooks and Mint, announced that it has completed its acquisition of Credit Karma, Inc., the consumer technology platform with more than 110 million members in the U.S., Canada and U.K. The combined company creates a new consumer finance platform that will make it simple for......
London Stock Exchange Investor Joins DeFi Protocol YOP Seed Round
Business Fintech News

London Stock Exchange Investor Joins DeFi Protocol YOP Seed Round

Fintech News Desk
by Fintech News Desk0
YOP secures funding from London Stock Exchange-listed next-generation technology investment company, Pires Investments Plc. YOP is a yield optimization platform for DeFi (decentralized finance). The platform and protocol make it easier for everyone to access decentralized financial products such as token deposit accounts, giving the user custody, insights, and flexibility directly in......
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