Search Results for: retirement income planning

HiddenLevers Unveils Stress Testing for Financial Plans, to Help Address Retirement Concerns on Coronavirus Shock + Recession
Fintech Investment Services News

HiddenLevers Unveils Stress Testing for Financial Plans, to Help Address Retirement Concerns on Coronavirus Shock + Recession

Fintech News Desk
by Fintech News Desk0
Investor worries about retirement are skyrocketing due to higher volatility and the stock market crash brought on by the coronavirus. HiddenLevers, a premier tech provider in the wealth management space, announced the launch of new financial planning features, including cashflows stress testing, to help financial advisors tackle these worries head......
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
Business Fintech InsurTech

Timeline’s Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

Fintech News Desk
by Fintech News Desk0
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation  Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution - MoneyGuideElite
Banking Fintech News

Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution – MoneyGuideElite

Fintech News Desk
by Fintech News Desk0
Envestnet | MoneyGuide, the creator of leading financial planning software, MoneyGuidePro announced a partnership with Buckingham Wealth Partners, providing access to the MoneyGuide Elite planning software to advisors under their umbrella. Elite, MoneyGuide’s more advanced planning product, has the ability to address the complexities of clients’ financial needs by identifying......
Investment Services News

Merger of Leading Wealth Management Firms Launches Wellington Wealth Strategies

Business Wire
by Business Wire0
Indianapolis-based firms The Wellington Group and TrustWealth Strategies join forces with $750 million in combined assets managed The Wellington Group and TrustWealth Strategies today announced an official merger to combine their leading wealth management firms, bringing together two established businesses with a combined $750 million in assets under management. “Since......
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
Touchstone Bankshares Announces Strategic Partnership with Virginia-Based Appomattox Wealth Management
Banking News

Touchstone Bankshares Announces Strategic Partnership with Virginia-Based Appomattox Wealth Management

PR Newswire
by PR Newswire0
Touchstone Bankshares, and its wholly-owned subsidiary Touchstone Bank, announced it has partnered with Appomattox Wealth Management (“Appomattox“)* to provide access to brokerage business including financial advisory services for its existing clients. Browse The Complete Interview About Fintech : Global Fintech Interview with Richard Smith, Chairman at FSC and Co-Founder at Finiac......
Jackson Joins SIMON from iCapital’s Insurtech Platform
InsurTech News

Jackson Joins SIMON from iCapital’s Insurtech Platform

Business Wire
by Business Wire0
Jackson National Life Insurance Company, the main operating subsidiary of Jackson Financial Inc., announced plans to add a selection of its annuity solutions to SIMON from iCapital’s insurtech platform. By integrating its product offerings with SIMON from iCapital’s marketplace, Jackson will provide wealth management firms with increased access to its suite......
Advanced Time Segmentation Available Exclusively to Cetera Network
Finance News

Advanced Time Segmentation Available Exclusively to Cetera Network

Fintech News Desk
by Fintech News Desk0
Retirement income planning tool offered only to Cetera-affiliated financial professionals through Growth360 program Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Advanced Time Segmentation (ATS), a retirement income-planning tool that helps solve the retirement income challenge, is available to financial professionals across Cetera’s communities. ATS is only......
Cetera Welcomes Industry Veteran Shawn Millerick
Finance News

Cetera Welcomes Industry Veteran Shawn Millerick

Fintech News Desk
by Fintech News Desk0
Millerick & Associates, which manages $190 million, joins Cetera from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Shawn P. Millerick, has joined Cetera Wealth Partners. Millerick & Associates, a New Hampshire-based practice with more than $190 million in assets, focuses on retirement income planning......
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