Search Results for: retirement income planning

Featured Fintech Fintech Primers Fintech Radar Fintech Startups

Tech Print On Fintech Core Offerings- APAC Region

Pooja Choudhary
by Pooja Choudhary0
With the breakneck pace of AI, it looks so easy from the outside, but once you try to understand the depth of fintech, it’s like getting lost in a dark cave. As a challenge, this blog shall find you a way out and remove all your possible doubts. It’s not......
Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments
Finance Investment Services News

Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments

Business Wire
by Business Wire0
Company shares five tax-efficient strategies to consider as part of a holistic financial plan As consumers focus on filing their taxes and spending those returns, a new study reveals a need for increased awareness around tax-efficient financial strategies. Lincoln Financial Group’s Consumer Sentiment Tracker reports that only 2% of Americans can correctly......
Nycole Freer Launches Eden Financial
Finance News

Nycole Freer Launches Eden Financial

Fintech News Desk
by Fintech News Desk0
Certified Financial Planner, Entrepreneur and Emerging Author Nycole Freer celebrates the New Year by announcing the opening of her financial planning practice, Eden Financial After serving young entrepreneurs, families, women and children with their financial planning needs for over a decade, Nycole Freer decided to double down on her commitment to educating......
Transamerica Unveils Financial Choice IUL
InsurTech News

Transamerica Unveils Financial Choice IUL

Fintech News Desk
by Fintech News Desk0
New index universal life insurance offers opportunity for tax-advantaged choice and flexibility Transamerica announces the availability of the Transamerica Financial Choice IUL, a new index universal life insurance policy to protect beneficiaries while providing flexibility and opportunity for tax-advantaged supplemental income. The Transamerica Financial Choice IUL offers life insurance protection and a......
Over 70% of Millennials Ready to Switch Banks for Better Savings APY, M1 Survey Finds
Finance Investment Services News

Over 70% of Millennials Ready to Switch Banks for Better Savings APY, M1 Survey Finds

Fintech News Desk
by Fintech News Desk0
Only half of US Millennials think their primary financial institution will help them meet their financial goals next year Amid continued inflation and market volatility, a new survey from personal banking and investment platform M1 of over 1,000 US Millennials finds that 71% would consider changing their primary bank or other financial......
Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors' Needs
Fintech News

Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors’ Needs

Fintech News Desk
by Fintech News Desk0
Wealthcare Capital Management LLC, a technology-enabled, full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, announced their partnerships with industry-leading platforms Tifin Clout, Healthpilot, RetireOne, and OneTrust to provide their advisors with the most robust service offering in the wealth management space. As investors’ demand for more holistic financial services......
J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions
Finance News

J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Plan™ is available for free to all Chase customers and allows them to plan, save and invest in one place J.P. Morgan Wealth Management launched Wealth Plan, a free digital money coach that gives clients a full picture of their finances and helps them plan, save and invest,......
Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors
Finance News

Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors

Fintech News Desk
by Fintech News Desk0
LifeYield, Orion Advisor Solutions and Forme Financial announced that they have entered into agreements that will provide Forme’s physician clients with the considerable benefits of tax-efficient wealth management and decumulation optimization across multiple accounts and assets. “With the LifeYield and Orion integrations, Forme advisors will be empowered to deliver comprehensive......
Customers consider insurers as preferred providers for physical and financial wellness advice
InsurTech News

Customers Consider Insurers As Preferred Providers For Physical And Financial Wellness Advice

Fintech News Desk
by Fintech News Desk0
Over two thirds of customers are interested in physical and financial wellness, yet only 8% of insurers have established the necessary capabilities. Capgemini and Qorus’ inaugural World Life and Health Insurance Report, published , reveals that customers consider insurers among the top two preferred providers1 for physical and financial wellness advice. However, most insurers do......
IDB Bank Appoints Kenneth Savio as New CEO of IDB Capital
Banking News

IDB Bank Appoints Kenneth Savio as New CEO of IDB Capital

Fintech News Desk
by Fintech News Desk0
Savio joins IDB with more than 25 years of experience in the investment banking industry IDB Bank, a New York-based private and commercial bank, announced Ken Savio as President & Chief Executive Officer (CEO) of IDB Capital, IDB Bank’s broker-dealer subsidiary. As CEO, Savio will oversee the growth of IDB Capital as......
1