Search Results for: growth

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
Fintech Veteran Jeff Winner Joins the Happy Money Movement
Fintech News

Fintech Veteran Jeff Winner Joins the Happy Money Movement

Fintech News Desk
New CTO brings expertise across startup, technology, and financial industries to the fintech company that is changing people’s relationship with money As American households face the uncertainty of the current volatile financial climate, more than ever it is crucial that Americans change their relationship with their money. Happy Money, a fintech......
Fintech Fintech Funding News

Resolute Capital Partners Announces Investment in PLUM® Lending through its Technology Fund

Fintech News Desk
Investors in Financial Services-, Healthcare- and Regulatory-Focused Technology Companies Resolute Capital Partners (“RCP”), announced today the company has joined Elliott Management, a hedge fund manager, and Soft Bank, a  high-tech funding firm, by investing alongside them in PLUM® Lending (“PLUM”). Earlier this month, RCP completed a $2 million equity investment in PLUM......
FinTech Trading Platform TradeUP Introduces Hong Kong Stock Trading
Fintech News Trading

FinTech Trading Platform TradeUP Introduces Hong Kong Stock Trading

Fintech News Desk
TradeUP, an online trading platform that offers commission-free trading of U.S. stocks and ETFs, introduced Hong Kong stock trading to its mobile platform . The unique offering of Hong Kong stock trading gives U.S. investors a distinctive opportunity to access one of the most liquid markets in the world and expand their portfolios......
New Research: While Mid-Size Banks Gain Efficiencies Through Scale, They Come up Short on Delivery of Digital and Automated Services
Banking Fintech News

New Research: While Mid-Size Banks Gain Efficiencies Through Scale, They Come up Short on Delivery of Digital and Automated Services

Fintech News Desk
Cornerstone Advisors released the Cornerstone Performance Report for Banks 2019, the thirteenth in a series of benchmarking studies published by the firm. According to the report’s findings, despite a “relentless focus” on deposit growth among mid-size banks in 2019, this goal has proven elusive for many institutions. Thirty-two banks with median assets......
Harvard Researchers Recommend Federal Legislation to Standardize and Increase Consumer Protections for Financial Data Privacy and Security
Fintech News

Harvard Researchers Recommend Federal Legislation to Standardize and Increase Consumer Protections for Financial Data Privacy and Security

Fintech News Desk
Recent Report Proposes Consumer Financial Data Bill of Rights As the scope and power of data have increased, recent legislative efforts to improve consumer financial data privacy and security at the state level have sparked a national discussion about what more can be done to ensure consumers are protected. Read......
Leading Expense Management Provider Donates Software to Non-Profits in Time of Need
Fintech News

Leading Expense Management Provider Donates Software to Non-Profits in Time of Need

Fintech News Desk
Webexpenses giving away expense management system to aid not-for-profit organizations in wake of COVID-19 Webexpenses, a global expense management software, announces their expense system free to US-based non-profits in an effort to help the 501(c) organizations curb operating costs. Webexpenses is providing their expense software at no charge for six......
NYMBUS SmartLenders Program Enables Financial Institutions to Immediately Assist Small Businesses Impacted by COVID-19
Business Fintech News

NYMBUS SmartLenders Program Enables Financial Institutions to Immediately Assist Small Businesses Impacted by COVID-19

Fintech News Desk
NYMBUS will help all financial institutions respond to the impact of COVID-19 through its live new program that provides the fastest processing of Small Business Administration (SBA) Paycheck Protection loans, enabling participating banks and credit unions to deliver instant financial relief for their small business customers. Read More: Finhabits Launches Microlearning Journeys......
Workiva Hosts Its Largest Event to Date
Fintech News

Workiva Hosts Its Largest Event to Date

Fintech News Desk
Workiva Also Moves Amplify 2020 User Conference to Virtual Channels Workiva, provider of the world’s leading connected reporting and compliance platform, announced that nearly 2,400 customers, partners and industry leaders attended its recent, two-day virtual event to discuss streamlining processes and consolidating data in the Workiva platform’s secure, cloud environment. This was......
Bookkeeper360 Raises $1M Seed Round to Deliver SaaS Business Intelligence Platform to Small Businesses
Fintech News

Bookkeeper360 Is Offering No-Cost Advisory to Small Businesses Impacted by the COVID-19 Pandemic

Fintech News Desk
Fintech industry leader, Bookkeeper360 is helping small businesses stay afloat during the COVID-19 outbreak. If the coronavirus is impacting your business, you can receive free advice from their CPAs and business advisors. Assistance is available for all small businesses with operations within the United States, and you do not need to be an......
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