Search Results for: financial advice

Potomac Fund Management Pays for Staff to Get Personal Financial Advice
Finance Fintech Funding News

Potomac Fund Management Pays for Staff to Get Personal Financial Advice

Fintech News Desk
by Fintech News Desk0
The latest in a series of new employee benefits, the firm has now added financial advice and tax services to its list of employee perks Potomac Fund Management, Inc., an investment strategist firm for financial advisors, rolled out a new employee benefit that covers the cost for employees to get......
Seeking Guidance for the Future, Younger Generations are Turning to Social Media for Financial Advice
Fintech News

Seeking Guidance for the Future, Younger Generations are Turning to Social Media for Financial Advice

Fintech News Desk
by Fintech News Desk0
NAPFA Consumer Survey finds Gen Z Americans and Millennials feel a lack of guidance when it comes to retirement planning Over one-third (34%) of Millennials and Generation Z Americans say that a lack of financial guidance is inhibiting to their ability to prepare for retirement, according to a survey released......
Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human
Finance Fintech News

Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human

Fintech News Desk
by Fintech News Desk0
Grace Mellis joins as Chief Financial Officer and Adam Grealish as Head of Investments, building on strong company growth and significant adoption of its modern RIA platform Altruist, the all-in-one custodial solution for modern financial advisors, announced two powerhouse leadership team hires. Grace Mellis, a former JPMorgan Chase managing director,......
Financial-Advice-is-(Finally)-Affordable-–-Status-Money-Launches-Virtual-Coaching-Starting-at-_3-per-Month
Business Fintech News

Financial Advice is (Finally) Affordable – Status Money Launches Virtual Coaching Starting at $3 per Month

Fintech News Desk
by Fintech News Desk0
Status Money announced today the launch of its financial coaching service that connects individual members with certified financial professionals via video conference. Access to professional financial guidance and advice has never been more important, with 40% of US investors surveyed by Cerulli Associates in October saying they need more advice......
Financial Advice App Multiply Adds Investment Range
Business Fintech News

Financial Advice App Multiply Adds Investment Range

Fintech News Desk
by Fintech News Desk0
Multiply, the financial planning app, has expanded its regulated financial advice capability with a new investment offering – allowing its customers to receive investment recommendations and act on them, all within the app. Read More: GCash Attracts Fresh Investment From Bow Wave In July 2019, Multiply became the first consumer-facing......
Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice
Fintech News

Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice

PR Newswire
by PR Newswire0
New Policygenius survey shows stark differences in where Americans turn when they need money advice Americans have plenty of choices when it comes to where they get financial advice, from websites and social media influencers to professional experts like CFPs, CFAs, and CPAs. New data released today shows that more than......
ThreatAdvice-Launches-TAFraudSentry-A-Game-Changing-AI-Powered-Solution-to-Empower-Community-Financial-Institutions-in-the-Fight-Against-Check-Fraud
Artificial Intelligence News Security

ThreatAdvice Launches TAFraudSentry: A Game-Changing AI-Powered Solution to Empower Community Financial Institutions

PR Newswire
by PR Newswire0
ThreatAdvice, the leading cybersecurity powerhouse based in Birmingham, Ala., proudly announces the launch of TAFraudSentry, a fraud prevention platform that harnesses the full potential of advanced artificial intelligence and image analysis technologies. Latest Fintech Interview: Global Fintech Interview with Paul Monk, Chief Executive Officer at Alpha Development With the rapid......
Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience
Finance News

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

Fintech News Desk
by Fintech News Desk0
Asset-Map, the leading financial advice engagement experience for financial professionals, announced a partnership with Cetera to bring its visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals. “We are excited to start this endeavor with Cetera and support their deep commitment to their members’ advice delivery experience”......
Customers consider insurers as preferred providers for physical and financial wellness advice
InsurTech News

Customers Consider Insurers As Preferred Providers For Physical And Financial Wellness Advice

Fintech News Desk
by Fintech News Desk0
Over two thirds of customers are interested in physical and financial wellness, yet only 8% of insurers have established the necessary capabilities. Capgemini and Qorus’ inaugural World Life and Health Insurance Report, published , reveals that customers consider insurers among the top two preferred providers1 for physical and financial wellness advice. However, most insurers do......
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