Search Results for: financial advice

Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
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Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Canaccord Genuity Wealth Management, one of Canada’s preeminent wealth management firms and a division of Canaccord Genuity Group, will provide its advisors and internal portfolio managers with access to Envestnet’s unified advice platform. Canaccord Genuity Wealth Management’s advisors will be among the first in Canada to fully harness the seamless,......
New Personalized ‘Manage My Retirement’ Service Now Available From MassMutual and NextCapital to Help Deliver Better Retirement Outcomes
Fintech InsurTech Investment Services News

New Personalized ‘Manage My Retirement’ Service Now Available From MassMutual and NextCapital to Help Deliver Better Retirement Outcomes

Fintech News Desk
by Fintech News Desk0
As part of its commitment to helping savers in 401(k)s and other retirement plans achieve the best outcomes possible, Massachusetts Mutual Life Insurance Company (MassMutual) announced today a new managed advice solution that allows for greater personalization of investment strategies. Read More: M Financial Group Licenses FAST Software to Enable......
First Rate Selects FinMason to Deliver Third-Party ESG Data
Fintech Investment Services News

Enhance Selects FinMason to Deliver Sophisticated Investment Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has been selected by Enhance Group, a specialist reporting and advice provider for global fiduciaries, to deliver portfolio and security-level investment analytics that will present a complete picture of the......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Business Fintech Fintech Funding News

PingPong Payments Launches Expanded Suite of Products in the U.S. to Fuel Global Growth for Online Sellers

Fintech News Desk
by Fintech News Desk0
Despite an impending recession in the U.S. due to the coronavirus pandemic, Amazon announced record Q1 record revenues of $75.5 billion – an increase of $59.7 billion (26 percent) from Q1 results a year ago[1] and e-commerce sales overall are on a pace to skyrocket to $6.5 trillion by 2023[2].  While the online seller market continues to......
Pricefx Introduces Lightning, the First Turnkey Solution to Enable Rapid Activation of Pricing Excellence
Fintech News

Pricefx Provides Customers Free Access to New Accelerators Offering

Fintech News Desk
by Fintech News Desk0
Pricefx offers unlimited free access to live products to help customers develop strategies to address changing market dynamics due to COVID-19 Pricefx, the global leader in native cloud pricing software, announced that it will provide its customers free access to Sales Insights Accelerator. This Accelerator is a preconfigured, easy to......
Finicity and BMO Harris Bank Finalize Secure Data Access Agreement
Fintech Fintech Startups News

BMO Harris Bank and 1871 Launch WMN•FINtech, Women’s Fintech Mentoring Program

Fintech News Desk
by Fintech News Desk0
BMO Harris Bank and 1871 today announced a nationwide call to apply for WMN•FINtech, a mentoring program for women-led startups and the latest evolution of the BMO Harris / 1871 Innovation Program. This marks the first time BMO and 1871 have partnered on a women’s-focused program. Applications will be accepted......
Ten Ways RegTech Innovations will Change or Solve Compliance and Regulatory Issues
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Ten Ways RegTech Innovations will Change or Solve Compliance and Regulatory Issues

Fintech News Desk
by Fintech News Desk0
Investopedia has defined RegTech as, “a blend word of ‘regulatory technology’ that was created to address regulatory challenges in financial services through innovative technology. RegTech consists of a group of companies that use cloud computing technology through software-as-a-service (SaaS) to help businesses comply with regulations efficiently and less expensively” Simply......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Business Fintech News

ATAX Offers Premier Online Filing Resources to Support Communities During Tax Day Extension Period

Fintech News Desk
by Fintech News Desk0
Financial Tax Preparation Business Continues to Financially Empower Hispanic Families During Uncertain Times ATAX, a year-round income tax preparation business serving the individual tax payer and business owner, remains open as an essential business operation amidst COVID-19 developments. ATAX continues to provide services and advice to the Hispanic community, encouraging......
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