Search Results for: retirement income planning

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors
Finance Fintech News

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

PR Newswire
by PR Newswire0
Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning Holistiplan, the industry-leading tax planning software for financial advisors, announced a strategic partnership with Advisor Group, one of the nation’s largest network of independent wealth management firms. Holistiplan will now provide discounted access to......
SURVEY: Middle-Income Americans’ Primary Concern Shifts Away From Inflation
Finance News

SURVEY: Middle-Income Americans’ Primary Concern Shifts Away From Inflation

Business Wire
by Business Wire0
For the first time since 2021, health topped inflation as the main worry Primerica, Inc., a leading provider of financial services in the United States and Canada, released the Middle-Income Financial Security Monitor — a national survey that measures changes in the sentiments of middle-income families in the U.S. about their......
Featured Finance Fintech Primers

Why Is Financial Planning Important?  

Pooja Choudhary
by Pooja Choudhary0
What Is Financial Planning?   Financial planning is a model whereby planning for the future is done, specifically around how one will manage the finances and prepare for all of the potential expenses that may arise. The process involves analyzing the current financial situation and thereby identifying the goals and then......
Brighthouse Financial Expands Flagship Shield Level Annuity Suite With New Product That Provides Guaranteed Lifetime Income
Finance News

Brighthouse Financial Expands Flagship Shield Level Annuity Suite With New Product That Provides Guaranteed Lifetime Income

Fintech News Desk
by Fintech News Desk0
Shield Level Pay Plus annuities are built to help meet an important need in retirement planning – income that lasts for life Brighthouse Financial, Inc. announced the expansion of its flagship Brighthouse Shield Level Annuities suite with the launch of Brighthouse Shield Level Pay Plus Annuities, which are designed to help......
InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth
Banking News

InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth

Fintech News Desk
by Fintech News Desk0
Goal-based financial planning will be available to Rabobank’s HNWI and retail clients InvestCloud, the global leader in digital transformation for the financial industry, announced it is supporting Rabobank, one of the Netherlands’ largest banks, to provide digital financial planning for all its customers, from private banking to retail clients. Latest......
National Western Life and Achaean Financial Holdings Establish Premier Alliance with Plans to Introduce a New Product for Income Solutions
Finance News

National Western Life and Achaean Financial Holdings Establish Premier Alliance with Plans to Introduce a New Product for Income Solutions

Fintech News Desk
by Fintech News Desk0
National Western Life Insurance Company (National Western Life), a wholly owned subsidiary of National Western Life Group, Inc. (Nasdaq: NWLI), entered a strategic alliance with Achaean Financial Holdings (Achaean), an intellectual property and product development company, to launch a new and innovative single premium immediate annuity to the financial marketplace. Latest......
PIMCO Collaborates with Morningstar Investment Management to Help Deliver Innovative Target Date Strategy Customized to Individual Retirement Needs
Investments News

PIMCO Collaborates with Morningstar Investment Management to Help Deliver Innovative Target Date Strategy Customized to Individual Retirement Needs

Fintech News Desk
by Fintech News Desk0
PIMCO myTDF will use Morningstar Investment Management’s retirement platform to connect directly with recordkeepers  PIMCO, one of the world’s premier fixed income investment managers, has teamed up with the retirement group within Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., to enable PIMCO to provide a personalized target date......
LGBTQ+ Consumers Aim High With Retirement Savings Goals, Says New Lincoln Financial Study
Finance Fintech Investments News

LGBTQ+ Consumers Aim High With Retirement Savings Goals, Says New Lincoln Financial Study

Fintech News Desk
by Fintech News Desk0
Yet the Pandemic Still Created Financial Stress and Retirement Uncertainty That Underscores Areas for Improvement to Achieve Financial Security LGBTQ+ Americans have big goals when it comes to retirement. According to Lincoln Financial Group’s 2021 Retirement Power® Study, LGBTQ+ respondents feel they should save a higher median amount of their annual......
Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
Finance InsurTech Investment Services Investments News

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management

Fintech News Desk
by Fintech News Desk0
Retiree, Inc. is announcing the launch of the first retirement income “decumulation” model portfolio marketplace. The new resource for financial advisors combines the award-winning Income Solver platform with a marketplace of solutions including model portfolios, annuities, bonds, and cash alternatives. Financial advisor adoption of model portfolios has been significant. Envestnet, Orion,......
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