Search Results for: financial planning

Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Banking Investment Services Mobile Banking News

DBS Unveils New Digital Financial Planning Proposition to Provide Personalized Financial Advisory for All

Fintech News Desk
by Fintech News Desk0
New digital advisory solution leverages big data and technology to provide insights tailored to customers All five million DBS/POSB customers can now access DBS’ new digital financial planning solution NAV Planner within their internet and mobile banking accounts. NAV Planner – an industry-first, feature-rich digital advisory solution leveraging big data......
Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support From Asset Managers and Technology, According to New Broadridge Survey
Fintech News

Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support From Asset Managers and Technology, According to New Broadridge Survey

Fintech News Desk
by Fintech News Desk0
 Broadridge Financial Solutions, a global Fintech leader, released results from a survey of over 300 financial advisors, revealing that financial advisors are accelerating the transition of their business models to offer more holistic financial wellness services. Read More: Amidst COVID-19 Pandemic, QUID To Provide Cash To Illiquid & Laid Off Employees......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Fintech News

Rob Snow of Morgan Stanley Recognized as a Lifetime Achiever in the Field of Financial Planning

Fintech News Desk
by Fintech News Desk0
Rob Snow, a Certified Financial Planner with Morgan Stanley, has been honored with a Lifetime Achiever Award from Credit Appraisals, an executive review firm for the finance industry. Rob’s tireless work for his clients’ best interests has brought him to the top of his game. His innovative and sound approach to financial......
Savology Secures $750,000 Seed Round to Democratize Financial Planning
Fintech Fintech Funding Fintech Startups News

Savology Secures $750,000 Seed Round to Democratize Financial Planning

Fintech News Desk
by Fintech News Desk0
Savology, a Utah-based fintech startup providing free financial planning, oversubscribed a $750,000 seed round of funding to make financial planning more accessible and affordable than ever before. Read More: Nav Launches Calculator to Help Business Owners Determine Eligibility for CARES Act SBA Loans Several strategic investors participated in the funding round, including: After creating......
Fourth Annual Academic Research Colloquium Aims to Deepen Financial Planning Knowledge
Fintech Startups Investment Services News

Fourth Annual Academic Research Colloquium Aims to Deepen Financial Planning Knowledge

Fintech News Desk
by Fintech News Desk0
A fintech panel discussing new research on robo-advice and its implications on financial planning practice will take the spotlight at the fourth annual Academic Research Colloquium, February 20-22. The panel will be led by Dr. David Musto, Ronald O. Perelman Professor in Finance at The Wharton School, University of Pennsylvania. Musto also served as......
Financial Planning App, The Beans, launches in Atlanta
Banking News

Financial Planning App, The Beans, launches in Atlanta

Fintech News Desk
by Fintech News Desk0
Former math teacher raised $1.15M in pre-seed funding from 12 investors; rolled out free financial workshops at 30 Atlanta schools and organizations to fuel the launch The Beans, founded by a former math teacher with a vision to eliminate financial stress for teachers and other early-career millennials, launches its financial......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
Adaptive Insights, a Workday Company, is Recognized as a November 2019 Gartner Peer Insights Customers’ Choice for Cloud Financial Planning and Analysis Solutions
Business News

Adaptive Insights, a Workday Company, is Recognized as a November 2019 Gartner Peer Insights Customers’ Choice for Cloud Financial Planning and Analysis Solutions

Fintech News Desk
by Fintech News Desk0
Customers rated Adaptive Insights with a 4.6 out of 5 for the Cloud Financial Planning and Analysis Solutions market based on 216 ratings Adaptive Insights, a Workday company, has been named a November 2019 Gartner Peer Insights Customers’ Choice for Cloud Financial Planning and Analysis Solutions. Gartner defines Cloud Financial......
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Fintech and Debit Cards Market Report 2019 – Skirmish Between Banks and Fintechs over Financial Planning Apps

Fintech News Desk
by Fintech News Desk0
This new report explores consumers’ use of financial planning apps from fintech companies and its impact on financial institutions. Consumers looking for help to manage debt, track their spending, create savings, or make inexpensive stock trades are in luck. The number of apps available to help them manage every aspect......
Financial Planning: One Small Step 50 Years Ago
Capital Markets News

Financial Planning: One Small Step 50 Years Ago

Fintech News Desk
by Fintech News Desk0
One Small Step in 1969 Sparks a Profession That Has Delivered Holistic Financial Advice to Millions of Americans The movement toward a financial planning profession was sparked by a meeting of 13 individuals who came together to discuss a better way of providing financial advice. These pioneers saw the need......
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