Search Results for: financial success

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
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......
understanding financial wellness Top Software Picks for 2023
Analytics Banking Featured Finance Technology

Understanding Financial Wellness: Top 15 Software Picks For 2023

Pooja Choudhary
Introduction to Financial Wellness Behind every successful CFO, there is a secret financial software tool. The vision is to not only manage finances but also enhance corporate performance and achieve sustainable growth. In this article, we shall be focusing on a compiled list of the top 15 software tools for......
Circle and Junior Achievement of Northern California Launch Digital Financial Literacy Curriculum
Fintech News

Circle and Junior Achievement of Northern California Launch Digital Financial Literacy Curriculum

Business Wire
Program Teaches Bay Area Students About Bitcoin, Blockchain, and NFTs While also Encouraging them to Apply for Circle Scholar Awards Circle Internet Financial, a global fintech firm and issuer of USDC, and Junior Achievement (JA) of Northern California, a renowned non-profit organization dedicated to equipping young people with skills for economic......
Steward Partners Welcomes Oswego Crest Financial Group
Finance News

Steward Partners Welcomes Oswego Crest Financial Group

PR Newswire
$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......
How Lending Enablement Solutions Improve Auto Lenders’ Financial and Portfolio Growth
Guest Posts Lending

How Lending Enablement Solutions Improve Auto Lenders’ Financial and Portfolio Growth

Matt Roe
The automotive lending industry is facing a unique convergence of challenges, including tightened lending conditions, reduced credit availability, and historically high vehicle prices. Despite these obstacles, emerging Lending Enablement Solutions are helping financial institutions expand their borrower base, increase loan volume, and improve return on assets (ROA) while mitigating risk.......
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
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
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......
From Debt to Prosperity: How AI with Advisor Intelligence Creates a Roadmap to Financial Independence
Artificial Intelligence debt collection Guest Posts

From Debt to Prosperity: How AI with Advisor Intelligence Creates a Roadmap to Financial Independence

Mitchell Morrison
According to the Federal Reserve, American household debt is at a record high. Americans held $16.9 trillion in household debt at the end of 2022, up $2.75 trillion since only 2019 — $986 billion of which is credit card debt. Clearly, the country is experiencing an issue with financial literacy......
Cetelem uses DRUID’s conversational technology to simplify the process of updating personal data
Artificial Intelligence Fintech News

DRUID and MoData Forge Strategic Partnership to Revolutionize Customer Engagement and Financial Solutions

Fintech News Desk
DRUID, an AI-driven conversational leader, has announced its strategic partnership with MoData (Pty) Ltd, an emerging forerunner in AI-powered customer engagement, fintech and data-driven financial applications. This collaboration is poised to blend DRUID’s advanced conversational AI capabilities with MoData’s transformative financial business operational insights, equipping businesses with powerful tools to......
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