Search Results for: online retirement planning

TATA AIA Life Insurance & City Union Bank Announce Partnership
Banking News

TATA AIA Life Insurance & City Union Bank Announce Partnership

Fintech News Desk
by Fintech News Desk0
Partnership will make available a wide range of life insurance and wellness solutions across consumer segments of all CUB branches Product range to include life protection (term insurance), guaranteed and market-linked savings plans, retirement/ pension plans, critical illness and hospitalisation benefit covers. Step forward in Tata AIA’s endeavour towards increasing......
LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)
Investments News

LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced today that Ivan Illán has joined LPL Financial as a Hybrid RIA with the launch of Aligne Wealth Advisors Investment Management (AWAIM), an SEC-registered investment adviser and wholly owned business unit of Aligne Wealth Preservation & Insurance Services, LLC. He reported having served approximately $300 million in......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity
InsurTech News

SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity

Fintech News Desk
by Fintech News Desk0
High-performing IMO with impressive track record and trajectory will tap into Integrity’s end-to-end platform to enhance agent support and protect more American families Integrity Marketing Group, LLC a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has acquired SkyPoint......
Wealth Manager Vishal Bakshi Joins First Republic in New York
Investments News

Wealth Manager Vishal Bakshi Joins First Republic in New York

Fintech News Desk
by Fintech News Desk0
First Republic Bank, a leading private bank and wealth management company, announced that Vishal Bakshi has joined First Republic Investment Management in New York. Latest Fintech News: Certegy and Trust Payments to Collaborate on Offerings to Enhance Online Shopping Experiences Bakshi was named Managing Director and Wealth Manager. He will provide......
dLocal Launches dLocal Go to Help Small Businesses Start, Grow and Succeed in Emerging Markets
Digital Payments E-commerce News

dLocal Launches dLocal Go to Help Small Businesses Start, Grow and Succeed in Emerging Markets

Fintech News Desk
by Fintech News Desk0
New service will provide fast and simple ways to process payments in Latin America, Africa and Asia to help small businesses and entrepreneurs dLocal, the leading payment platform connecting global merchants to emerging markets, announced a new offering, dLocal Go, an online platform for entrepreneurs, startups, and small and medium-sized......
Main Street Alliance and TRNXN Company Announce Partnership to Help Small Businesses Thrive
Digital Payments News

Main Street Alliance and TRNXN Company Announce Partnership to Help Small Businesses Thrive

Fintech News Desk
by Fintech News Desk0
Main Street Alliance (MSA), the leading organization in small business advocacy, and TRNXN (Transaction) Company, one of the fastest growing payments technology organizations, have announced a joint initiative to help businesses across the country use modern point-of-sale technology to reduce costs and grow sales. “The amount of technology available to......
Finally, a Variable Universal Life Insurance Product Built for Fee-Based Investment Advisors
InsurTech Investment Services News

Finally, a Variable Universal Life Insurance Product Built for Fee-Based Investment Advisors

Fintech News Desk
by Fintech News Desk0
Nationwide Advisory VUL allows for management of funds within the product without a life license Nationwide has launched a new variable universal life (VUL) insurance product built specifically for fee-based investment advisors that allows for management of funds within the product without a life license. Nationwide Advisory Variable Universal Life is a......
Nationwide Reports Record Earnings in 2021 for Its Insurance and Financial Services Business
InsurTech News

Nationwide Reports Record Earnings in 2021 for Its Insurance and Financial Services Business

Fintech News Desk
by Fintech News Desk0
$52.9 billion in record total sales; $2.8 billion in record net operating income; and $21.9B in record total adjusted capital Nationwide—one of the largest and most diversified insurance and financial services companies in the United States—reported 2021 earnings results that were the strongest in the Fortune 100 company’s history. These......
Cannon Financial Institute and Broadridge Form an Alliance to Expand Accredited Investment Fiduciary Training
Fintech News

Cannon Financial Institute and Broadridge Form an Alliance to Expand Accredited Investment Fiduciary Training

Fintech News Desk
by Fintech News Desk0
Cannon set to offer both in person and online training in collaboration with Broadridge Cannon Financial Institute, a leading professional development firm specializing in financial services, announced their alliance with Broadridge Financial Solutions, a global Fintech leader. The two firms come together to bring the Fi360 Accredited Investment Fiduciary® (AIF®) instruction......
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