Search Results for: retirement income planning

Fidelity Investments Study Finds Three Key Money Moves That Minimize Financial Stress Among Women
Finance Fintech Investments

Fidelity Releases 2024 Women’s History Month Study

Business Wire
by Business Wire0
Gen Z Women Define Financial Confidence on Their Own Terms, With 44% Actively “Unlearning” Gender Stereotypes about Money Analysis of Fidelity Customers Reveals Three Key Steps to Minimize Financial Stress Viola Davis and Padma Lakshmi Headline Fidelity’s Women’s History Month Special Series Designed to Help Women Increase their Financial Know-How......
Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers
Fintech Investments News

Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers

Business Wire
by Business Wire0
Portfolio Managers, Strategists and Executives from Natixis Investment Managers, AEW Capital Management, Flexstone Partners, Gateway Investment Advisers, Harris Associates, Loomis Sayles, Mirova, and Vaughan Nelson Investment Management Provide 2024 Market Outlooks n 2023, a bull market in stocks surprised while bonds saw an uptick in performance during the fourth quarter.......
As Americans Look Ahead to a New Year, Lincoln Financial Group Shares Recommendations for Turning Financial Resolutions Into Reality
Finance Fintech News

As Americans Look Ahead to a New Year, Lincoln Financial Group Shares Recommendations for Turning Financial Resolutions Into Reality

Business Wire
by Business Wire0
Heightened focus on budgeting, emergency savings, increasing financial knowledge and earning more money among those who say they’re likely to set financial goals in 2024. With the new year approaching, people are setting resolutions with goals for exercising, reading, saving money and more. Financial planning is often high on the......
TransMedia Group Ensures Media Will Learn About 'Living Benefits' in Insurance Five Rings Financial's Agents Provide
InsurTech News

TransMedia Group Ensures Media Will Learn About ‘Living Benefits’ in Insurance Five Rings Financial’s Agents Provide

PR Newswire
by PR Newswire0
TransMedia Group to represent Five Rings Financial’s Brazillian agency, also known in Florida as “Brazillionaires,” providing thousands of families in several states with income protection in the event of serious illnesses with insurance policies containing “living benefits.” “When Gustavo & Marina Couto launched the Brazillionaires agency in 2014, one of the arms of Five Rings Financial......
New Thrivent Survey Finds Majority of Americans Are at a Crossroads With Their Financial Priorities
Finance Fintech News

New Thrivent Survey Finds Majority of Americans Are at a Crossroads With Their Financial Priorities

PR Newswire
by PR Newswire0
The current environment has many Americans feeling like they must prioritize certain financial needs and make difficult choices, potentially at the expense of their personal values  According to a new survey by diversified financial services leader Thrivent, the current environment – including mounting concerns over the economy, fear of recession and......
AI and Finances: A Winning Combination
Artificial Intelligence B2B Digital Payments Guest Posts

AI and Finances: A Winning Combination

Saeid Hejazi
by Saeid Hejazi0
According to history, it was a salesman by the name of Loren Dunton who introduced the world to the concept of a personal financial planner in the 1960s. Dunton was inspired by the realization that people in the US had become dependent on Social Security because they lacked personalized financial......
Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds
Finance News

Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds

PR Newswire
by PR Newswire0
Inflation and Financial Assistance to Loved Ones Among the Greatest Financial Shocks for Retirees Financial advisors across the industry report 40% of their retiree clients were forced into retirement, according to a new survey by financial services firm Edward Jones. Almost all financial advisors surveyed (97%) agree that retirement involves more surprises......
Nassau Financial Group Advances Digital Capabilities and Retiretech by Partnering with LifeYield
Fintech Investment Services News

Nassau Financial Group Advances Digital Capabilities and Retiretech by Partnering with LifeYield

Business Wire
by Business Wire0
Expanded Resources to Help Clients Develop Strong Retirement Income Strategies Nassau Financial Group (“Nassau”) announced an agreement with LifeYield, a financial technology company specializing in applications that help advisors and independent insurance producers optimize retirement income, maximize Social Security, and minimize tax drag on investments for their clients. This collaboration is......
Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education
debt collection Finance News

Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education

GlobeNewswire
by GlobeNewswire0
Acquisition will help Origin users improve global financial literacy and debt management with more complete toolkit for smarter financial planning Origin, the startup reimagining financial wellness in the workplace, announced it has acquired Finny, a financial health startup. Origin will integrate Finny’s financial education, content, curriculum, and debt management tools......
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