Search Results for: financial planning

Fintech News

Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals

Fintech News Desk
by Fintech News Desk0
According to a new study from AIG Life & Retirement and the MIT AgeLab, financial clients are expressing a willingness and desire to step beyond traditional conversational boundaries with their financial professionals. This is particularly apparent with younger clients between the ages of 30 and 45 who indicate the most......
Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals
Fintech News

Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals

Fintech News Desk
by Fintech News Desk0
Launch of Schwab PlanTM Gives All Schwab Clients a Modern Way to Access a Personalized Financial Plan Regardless of Asset Level As part of its ongoing commitment to democratize access to investing and financial planning, Charles Schwab announced the launch of Schwab Plan, a free digital financial plan designed to......
Cube Raises $5M Seed Round to Expand Next Generation Financial Planning & Analysis Platform
Fintech News

Cube Raises $5M Seed Round to Expand Next Generation Financial Planning & Analysis Platform

Fintech News Desk
by Fintech News Desk0
Cube, the next generation Financial Planning & Analysis (FP&A) platform for Finance teams, announced that it has closed a $5M seed round to expand their go-to-market efforts. Cube is disrupting the decades-old enterprise performance management (EPM) industry with an innovative offering that combines the power of SaaS with the flexibility and familiarity of spreadsheets.......
Fiserv Shuffles Leadership
Business Fintech News

Fiserv Helps Financial Institutions Make the Right Business Decisions with New Financial Planning and Forecasting Capabilities

Fintech News Desk
by Fintech News Desk0
Enhanced accounting solution facilitates strategic planning through high-quality data and analytics Fiserv, Inc. (NASDAQ:FISV), a leading global provider of payments and financial services technology solutions, is equipping financial institutions to better evaluate and plan for risks in the current operating environment with the launch of a robust real-time forecasting and......
Business Fintech News

Empower Institute: It’s Time to Drop Generational Stereotypes When It Comes to Financial Planning

Fintech News Desk
by Fintech News Desk0
Americans are tired of the so-called generational wars that describe one generation as doing better or worse than another when it comes to financial planning and saving for retirement, a new survey from Empower Retirement says. Instead, American savers want to talk about financial planning that matches where they are......
Fintech News

My Financial Coach To Provide Financial Planning Offering To MDVIP Affiliated Physicians

Fintech News Desk
by Fintech News Desk0
My Financial Coach (MFC) announces a new partnership with MDVIP, the national leader in membership-based healthcare. MFC will offer financial planning as a benefit to MDVIP-affiliated physicians by applying the expertise of its extensive team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to provide education and impartial advice such as tax planning,......
AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19
Business Fintech News Risk Management

AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19

Fintech News Desk
by Fintech News Desk0
The CARES Act, market volatility, Social Security strategies and the impact of COVID-19 on financial planning have brought numerous challenges and opportunities to the ever-changing financial planning landscape. The best practices and cutting-edge strategies emerging from these uncertain times will be shared at the AICPA Advanced Personal Financial Planning (PFP) Conference......
Callahan Financial Planning Opens San Francisco Financial Advisory Office
Fintech Investment Services News

Callahan Financial Planning Opens San Francisco Financial Advisory Office

Fintech News Desk
by Fintech News Desk0
Callahan Financial Planning, a fee-only independent personal financial planning and investment management firm with offices throughout the Bay Area, has announced its latest expansion with the addition of a financial advisory office in San Francisco, CA. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor......
Buckingham Wealth Partners Launches AskBuckingham.com in Response to Heightening Financial Planning Inquiries Regarding COVID-19's Impact on Global Economy and Markets
Economy Fintech News

Buckingham Wealth Partners Launches AskBuckingham.com in Response to Heightening Financial Planning Inquiries Regarding COVID-19’s Impact on Global Economy and Markets

Fintech News Desk
by Fintech News Desk0
Releases a Question and Answer Website with Responsive Video Podcast Series Hosted by and Featuring Buckingham’s Prestigious Thought Leadership Team In response to heightening client questions regarding COVID-19’s impact on financial planning, Buckingham Wealth Partners (“Buckingham”) announced the launch of AskBuckingham.com, a question and answer website that houses a responsive......
HTK Adopts AdvicePay to Support Enhanced Financial Planning Solutions
Capital Markets Fintech News

HTK Adopts AdvicePay to Support Enhanced Financial Planning Solutions

Fintech News Desk
by Fintech News Desk0
Innovative payment processing platform enables HTK financial professionals to seamlessly offer subscription-based services AdvicePay, the leading fee payment-processing platform designed exclusively for financial professionals, announced an enterprise online billing and payment solution for top broker-dealer and registered investment adviser (RIA), Hornor, Townsend & Kent, LLC (HTK). The solution and partnership......
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