Search Results for: financial tools

Kestra Financial Expands Advanced Planning Capabilities with New Leadership Hire and Strategic Technology Partnership
Finance Fintech News

Kestra Financial Expands Advanced Planning Capabilities with New Leadership Hire and Strategic Technology Partnership

Business Wire
by Business Wire0
Kestra Financial appoints new Head of Advanced Planning and announces partnership with RightCapital to provide turnkey access to financial planning software Kestra Financial, an industry-leading wealth management platform, announced significant investments in its advanced planning offering to help advisors deliver more comprehensive, personalized financial strategies to their clients. This includes the......
Policy Hero Financial Group Launches to Redefine Life Insurance With an Education-First, Living Benefits Approach
Finance InsurTech News

Policy Hero Financial Group Launches to Redefine Life Insurance With an Education-First, Living Benefits Approach

EIN Presswire
by EIN Presswire0
Policy Hero Financial Group launches with a modern, education-driven approach to life insurance and living benefits, beginning in MI, TX, and FL. Policy Hero Financial Group announced its official launch, introducing a modern, education-first life insurance firm designed to help individuals and families protect their future while they are still alive. Built......
Retail Media Networks as Banks: How Loyalty Programs Are Becoming Financial Platforms
Banking Digital Payments Digital Wallet Featured Finance Fintech

Retail Media Networks as Banks: How Loyalty Programs Are Becoming Financial Platforms

Fintech Staff Writer
by Fintech Staff Writer0
Retail media networks (RMNs) are no longer just advertising engines. What began as a way for retailers to monetize first-party data through sponsored placements has quietly evolved into something far more strategic. Today, loyalty programs are becoming the foundation of full-fledged financial platforms. As retailers expand into payments, credit, embedded......
From Stablecoins to Infrastructure: Circle Charts the Rise of the Internet Financial System in 2026 Report
Digital Payments Finance News

From Stablecoins to Infrastructure: Circle Charts the Rise of the Internet Financial System in 2026 Report

Fintech News Desk
by Fintech News Desk0
Circle Internet Group, Inc. (‘Circle’) (NYSE:CRCL), one of the world’s leading internet financial platform companies, released a flagship report that charts the formation of a new global economic architecture: “Beyond Stablecoins: The Rise of the Internet Financial System.” The 2026 report marks a pivotal milestone in the evolution of global finance,......
PadSplit Partners with SmartPath to Offer Members Personalized Financial Education and Guidance
Finance News

PadSplit Partners with SmartPath to Offer Members Personalized Financial Education and Guidance

Cision PRWeb
by Cision PRWeb0
New partnership expands PadSplit’s suite of member benefits, offering tools that support financial empowerment PadSplit, the country’s largest coliving marketplace, announced a new partnership with SmartPath, a leading financial wellness platform, giving all current PadSplit members free access to live classes, on-demand education, and interactive financial tools. The partnership expands......
Cork Cyber Joins the Pax8 Marketplace to Bring Unified Cyber Risk Intelligence & Financial Protection to MSPs Worldwide
Finance News

Cork Cyber Joins the Pax8 Marketplace to Bring Unified Cyber Risk Intelligence & Financial Protection to MSPs Worldwide

EIN Presswire
by EIN Presswire0
Cork Cyber & Pax8 announced a collaboration to provide MSPs with unified cyber risk visibility, verified protection, & financial resilience. Cork Cyber, the cyber risk intelligence and resilience company, announced a new collaboration with Pax8, the leading cloud marketplace used by tens of thousands of managed service providers (MSPs). Through......
Viamericas Expands Payment Network to Nequi, a Digital Financial Platform
Digital Payments Finance News

Viamericas Expands Payment Network to Nequi, a Digital Financial Platform

Business Wire
by Business Wire0
Expanded partnership with Bancolombia brings new payment option for Colombian communities Viamericas, a leading provider of remittance and international money transfer services, has expanded its partnership with Bancolombia to enable remittance payments directly into Nequi, a digital financial platform that has more than 26 million users in Colombia. Read More......
Matt Cuplin Shares Why Adjusting Your Financial Plan Each Year Is Essential in HelloNation
Finance News

Matt Cuplin Shares Why Adjusting Your Financial Plan Each Year Is Essential in HelloNation

GlobeNewswire
by GlobeNewswire0
Many assume that once a financial plan is in place, it requires little revisiting. Matt Cuplin of Midwest Financial Group challenges that notion by emphasizing the critical value of annual financial reviews. In a HelloNation article, Cuplin illustrates how adjusting your financial plan regularly is key to staying aligned with life’s......
360factors Launches "Ask Kaia" - a Standalone, AI-Powered Compliance Assistant Built for U.S. Financial Institutions
Finance Fintech

360factors Launches “Ask Kaia” – a Standalone, AI-Powered Compliance Assistant Built for U.S. Financial Institutions

PR Newswire
by PR Newswire0
360factors, Inc., a leading provider of AI-powered risk and compliance technology, announced the launch of Ask Kaia, a standalone, browser-based Agentic AI compliance companion and platform purpose-built for U.S. banks, credit unions, and financial institutions. Trained exclusively on U.S. banking and financial regulations, Ask Kaia provides instant, secure, and context-aware......
Financial Advisor Gregory Kearney Joins Cetera After 23 Years with LPL
Finance Investment Services News

Financial Advisor Gregory Kearney Joins Cetera After 23 Years with LPL

PR Newswire
by PR Newswire0
Veteran advisor selects Cetera for its responsive service, commitment to independence, and growth-focused platform to support his growth plans Cetera welcomes veteran financial advisor Gregory Kearney, CFP®, ChFC®, who transfers to Cetera after being affiliated with LPL for 23 years, including working with OSJs and bank investment programs that were......
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