Search Results for: financial planning

Financial Institutions Expected to Boost AI Investments for Customer Service in 2024, New Syntellis Report Finds
Artificial Intelligence Finance Fintech

Syntellis Released “2024 CFO Outlook for Financial Institutions”

Fintech News Desk
by Fintech News Desk0
The report results provide insights on how institutions fared in 2023, as well as current and future industry challenges, trends, and priorities. According to a new survey report from Syntellis Performance Solutions, now part of Strata Decision Technology – 2024 CFO Outlook for Financial Institutions, The financial services industry has......
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......
Financial Pressures Intensify: A Dual Challenge of Shrinking Savings and Escalating Credit Card Debt
Fintech News

Financial Pressures Intensify: A Dual Challenge of Shrinking Savings and Escalating Credit Card Debt

PR Newswire
by PR Newswire0
In a disconcerting revelation, the latest anonymized user data from Planswell unveils a dual challenge facing Americans across all income groups: a marked decrease in average monthly savings and a simultaneous rise in credit card debt. The user data, comparing 2022 to 2023, not only uncovers the strain on household finances,......
As Americans Look Ahead to a New Year, Lincoln Financial Group Shares Recommendations for Turning Financial Resolutions Into Reality
Finance Fintech News

As Americans Look Ahead to a New Year, Lincoln Financial Group Shares Recommendations for Turning Financial Resolutions Into Reality

Business Wire
by Business Wire0
Heightened focus on budgeting, emergency savings, increasing financial knowledge and earning more money among those who say they’re likely to set financial goals in 2024. With the new year approaching, people are setting resolutions with goals for exercising, reading, saving money and more. Financial planning is often high on the......
EY Survey: AI Adoption Among Financial Services Leaders Universal, Amid Mixed Signals of Readiness
Fintech News

EY Survey: AI Adoption Among Financial Services Leaders Universal, Amid Mixed Signals of Readiness

PR Newswire
by PR Newswire0
One in five are not confident that their organizations are well-positioned to take advantage of the potential benefits AI might bring Ernst & Young LLP (EY US) released its 2023 Financial Services GenAI Survey. Nearly all (99%) of the financial services leaders surveyed reported that their organizations were deploying artificial......
TransMedia Group Ensures Media Will Learn About 'Living Benefits' in Insurance Five Rings Financial's Agents Provide
InsurTech News

TransMedia Group Ensures Media Will Learn About ‘Living Benefits’ in Insurance Five Rings Financial’s Agents Provide

PR Newswire
by PR Newswire0
TransMedia Group to represent Five Rings Financial’s Brazillian agency, also known in Florida as “Brazillionaires,” providing thousands of families in several states with income protection in the event of serious illnesses with insurance policies containing “living benefits.” “When Gustavo & Marina Couto launched the Brazillionaires agency in 2014, one of the arms of Five Rings Financial......
Creditsafe Releases Financial & Bankruptcy Outlook for U.S. Retailers
Finance News

Creditsafe Releases Financial & Bankruptcy Outlook for U.S. Retailers

PR Newswire
by PR Newswire0
New Report Examines the Financial Strengths and Weaknesses of Top Retailers, Including Target, Macy’s, Neiman Marcus, JCPenney and The Kroger Co. Amid rising inflation, a cost-of-living crisis and a steep decline in consumer spending, many retailers are calling for flat to declining sales this year. So, retail bankruptcies have become more common......
76% of Canadians More Likely to Reduce Holiday Spending Budgets Due to Rising Living Costs: Spring Financial Survey
Finance Fintech News

Spring Financial Released Holiday Survey 2023

Business Wire
by Business Wire0
Spring Financial survey reveals Canadians are feeling the financial pressures of holiday gift giving this year. Today, Spring Financial, a fintech company simplifying the lending process for everyday Canadians, released its 2023 Holiday Survey. This data highlights Canadians’ holiday spending perceptions and behaviours for the upcoming holiday season. The survey......
Banking on Brilliance: George Acheampong Sets the Standard for Financial Thought Leadership
Finance News

Banking on Brilliance: George Acheampong Sets the Standard for Financial Thought Leadership

PR Newswire
by PR Newswire0
George Acheampong, an influential figure in personal finance, wealth building, and entrepreneurship, is leaving an indelible mark on the financial industry. As the Founder and Managing Partner of Capitalwize, LLC, a Financial Planning and Investment Management Firm, and the visionary behind Melanin Money Capital, a Venture Capital Firm focused on......
Featured Finance Recommended

Revolutionary Disruptors: Top 10 Companies Reshaping The Personal Financial Industry

Pooja Choudhary
by Pooja Choudhary0
Personal finances are like a dazzling diamond, shining brightly in the fintech world. Personal finance management has historically been a challenging endeavor. For a long time, most people’s income came in the form of actual cash, thus it was up to the breadwinner to do the math and figure out......
1