Search Results for: financial education

John Hancock Retirement Launches Onboarding Resource Center and Plan Manager Tools to Help Advisors Better Serve Plans and Participants Digitally
Fintech News

John Hancock Retirement Launches Onboarding Resource Center and Plan Manager Tools to Help Advisors Better Serve Plans and Participants Digitally

Fintech News Desk
by Fintech News Desk0
John Hancock Retirement announced the launch of two digital tools, Onboarding Resource Center (ORC) and Plan Manager, to help financial professionals better serve clients in the current digital environment in light of COVID-19. Both tools are designed to increase efficiency using a digital, systematic approach to plan management that facilitates......
TD Ameritrade Adds thinkorswim Web for Seamless Online Trading Experience
Fintech News Trading

TD Ameritrade Adds thinkorswim Web for Seamless Online Trading Experience

Fintech News Desk
by Fintech News Desk0
TD Ameritrade is bringing its award-winning thinkorswim® trading platform to your web browser with thinkorswim Web, a new addition to the thinkorswim suite of platforms. Retail traders can now access thinkorswim equity and derivative trading from any modern internet browser on a new streamlined platform. Read More: M Financial Group Licenses......
Wolters Kluwer's PracticePerfect Wins SIIA CODiE Award for Best Emerging Instructional Technology Solution
Fintech News

Wolters Kluwer’s PracticePerfect Wins SIIA CODiE Award for Best Emerging Instructional Technology Solution

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Legal & Regulatory U.S. was just awarded a 2020 SIIA CODiE Award for PracticePerfect, which won the Best Emerging Instructional Technology Solution category. Launched earlier this year, PracticePerfect is the newest study tool for law students available on CasebookConnect, Wolters Kluwer’s acclaimed legal education platform. Created around best practices in learning science, PracticePerfect aims to improve......
Society of FSP and Chalice Network™ Join Forces
Fintech News

Society of FSP and Chalice Network™ Join Forces

Fintech News Desk
by Fintech News Desk0
The Society of Financial Service Professionals (FSP) has partnered with San Diego-based Chalice Financial Network to significantly expand its member benefits with a new selection of tools to support the growth of their practice. The financial service professionals belonging to each organization gain powerful economies of scale and cost-saving operational efficiency through a single sign-on technology......
According to New Study Commissioned by DailyPay, 70% Of Americans Struggling To Make Ends Meet This Year
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DailyPay Joins The “Funding Our Future” Alliance

Fintech News Desk
by Fintech News Desk0
DailyPay, the leading fintech platform and premier provider of the daily pay benefit has joined forces with the Bipartisan Policy Center’s “Funding our Future” alliance of organizations dedicated to making a secure retirement possible for all Americans. Read More: Blockchain Valley Ventures Launches Virtual Deal Marketplace for Startup Funding DailyPay......
Cadence Bank Enhances its Online and Mobile Banking Experience by Offering Zelle®
Business Fintech News

Zelle Partners with Older Adults Technology Services (OATS) to Offer Free e-Learning Classes

Fintech News Desk
by Fintech News Desk0
Partnership Helps Older Adults Stay Safe at Home by Learning New Digital Banking Habits Early Warning Services, LLC, the network operator behind Zelle, announced the release of a free curriculum of e-learning classes aimed at older Americans. These classes are developed through a partnership with social change nonprofit Older Adults......
Apple Growth Partners’ Principal Named ystark! Twenty Under 40
Business Fintech News

Apple Growth Partners’ Principal Named ystark! Twenty Under 40

Fintech News Desk
by Fintech News Desk0
Apple Growth Partners (AGP), award-winning accounting and business advisory firm, proudly announces tax principal Mark Lapikas, CPA, CGMA, MTax, MBA, as one of ystark!’s Twenty Under 40 recipients for 2020. Lapikas will be recognized during the 13th annual Twenty Under 40 awards event hosted later this year. Read More: M Financial......
Singapore's Volopay raises $2.1m
Fintech News

Ascensus Announces Upcoming Release of READYSAVE Retirement Mobile App

Fintech News Desk
by Fintech News Desk0
Firm’s Ongoing Technology Investment Focuses on Better Outcomes Driven by Data and Backed by Behavioral Science Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—has announced the upcoming release of a proprietary mobile application called READYSAVE™. The app will give users access to their retirement plan......
The Denver Post Names Larson Tax Relief A Winner Of The Colorado Top Workplaces 2020 Award
Business Fintech News

The Denver Post Names Larson Tax Relief A Winner Of The Colorado Top Workplaces 2020 Award

Fintech News Desk
by Fintech News Desk0
Larson Financial, dba Larson Tax Relief has been awarded a Top Workplaces 2020 honor by The Denver Post. This marks the ninth year that Larson Tax Relief has been recognized on the Top Workplaces list for the small businesses category. Read More: Kreditech Rebrands to Monedo as It Steps Up Growth......
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