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Survey Finds Accountants Want Financial Transformation But Lack Confidence

Fintech Staff Writer
by Fintech Staff Writer0
Controller’s Guidebook FloQast, a company specializing in the development of accounting workflow automation software, has recently published the findings of its most recent study titled “Controller’s Guidebook – When Accountants Dare to Dream.” In this iteration of FloQast’s research series, accountants were prompted to envision potential alterations to the profession......
Al Trailblazer Bud Financial Launches Bud.ai, a Generative Al Core Platform
Artificial Intelligence Fintech News

Al Trailblazer Bud Financial Launches Bud.ai, a Generative Al Core Platform

PR Newswire
by PR Newswire0
Bud Financial (Bud) unveils an all-new generative Al core to its data intelligence platform, enabling banks and financial services organizations to apply Al to every consumer engagement. Read More About Fintech Interview: Global Fintech Interview with Ralph Dangelmaier, CEO & Board Member at BlueSnap The Bud.ai platform will empower any financial services......
Next-Gen Visionaires Fidelity® Study Reveals How the Next Wave of College Students Are Rewriting the Rules of College Selection for a Brighter Financial Future
Fintech Investment Services News

Fidelity Study Reveals How Next Wave of College Students Are Rewriting Rules of College Selection for Brighter Financial Future

Business Wire
by Business Wire0
Gen-Z Embraces ‘Fear of Losing Out’ on Their College Investment, Yet Many lack Knowledge on Actual Education Costs Most Recent College Graduates Would Reconsider What They Studied to Secure a Better ROI; Still, 65% Agree the Value of a College Education is Worth the Cost Fidelity Offers Resources to Help Families Make......
Steward Partners Welcomes Oswego Crest Financial Group
Finance News

Steward Partners Welcomes Oswego Crest Financial Group

PR Newswire
by PR Newswire0
$230 Million team formerly with Commonwealth Financial specializes in retirement planning Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial. The four-person team is made up of Partners and Wealth Managers......
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
by Business Wire0
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
Voya Financial Expands Financial Resiliency Efforts With New Mental Health Initiative
Finance News

Voya Financial Expands Financial Resiliency Efforts With New Mental Health Initiative

Business Wire
by Business Wire0
New programming underscores connection between mental health and a lifetime of financial resilience Voya Financial, Inc, announced that Voya Foundation has launched a new initiative focused on strengthening mental health as a key component of overall financial wellness. This new programming aligns with Voya’s strategy of integrating health and wealth......
Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
Artificial Intelligence Fintech News

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

Business Wire
by Business Wire0
New platform includes a proprietary CRM system, client portal, marketing automation, and compliance and back-office support to provide advisors with unprecedented efficiency Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a national registered investment advisor......
Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds
Finance News

Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds

PR Newswire
by PR Newswire0
Inflation and Financial Assistance to Loved Ones Among the Greatest Financial Shocks for Retirees Financial advisors across the industry report 40% of their retiree clients were forced into retirement, according to a new survey by financial services firm Edward Jones. Almost all financial advisors surveyed (97%) agree that retirement involves more surprises......
Nassau Financial Group Advances Digital Capabilities and Retiretech by Partnering with LifeYield
Fintech Investment Services News

Nassau Financial Group Advances Digital Capabilities and Retiretech by Partnering with LifeYield

Business Wire
by Business Wire0
Expanded Resources to Help Clients Develop Strong Retirement Income Strategies Nassau Financial Group (“Nassau”) announced an agreement with LifeYield, a financial technology company specializing in applications that help advisors and independent insurance producers optimize retirement income, maximize Social Security, and minimize tax drag on investments for their clients. This collaboration is......
Catalent Provides Business Update and Names Ricky Hopson as Interim Chief Financial Officer
Fintech News

Catalent Provides Business Update and Names Ricky Hopson as Interim Chief Financial Officer

Business Wire
by Business Wire0
Catalent, the leader in enabling the development and supply of better treatments for patients worldwide, announced a business update. While complete financial information and operating data for the Company’s third fiscal quarter ended March 31, 2023 are not yet finalized, the Company expects that productivity issues and higher-than-expected costs experienced......
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