Search Results for: retirement income 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......
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......
AmeriLife Announces Strategic Investment from Genstar Capital
Investments News

AmeriLife Announces Strategic Investment from Genstar Capital

Fintech News Desk
by Fintech News Desk0
Renowned private equity firm’s joint partnership with Thomas H. Lee Partners will expand AmeriLife’s suite of services and offerings, and further accelerate growth for the nation’s leading distributor of health and financial solutions AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing life and health insurance, annuities, and......
Bully Max Wins More Chargebacks Thanks to Partnership with Chargeflow
Finance News

Hetland Team Affiliates with Bleakley Financial Group, Launches Bleakley Financial Twin Cities

Fintech News Desk
by Fintech News Desk0
Twenty-year industry veteran advisor Julie Hetland, CFP, ChFC, CLU, CASL and her husband Jason Hetland, MBA, CEPA have affiliated their wealth management practice with Bleakley Financial Group and established a new office in Minneapolis, MN under the name Bleakley Financial – Twin Cities. Latest Fintech News: MRHB continues to Lead with World’s First Halal DeFi Solutions......
33% Women in India Do Not Invest Their Money: LXME Women & Money Power 2022 Report
Investment Services News

33% Women in India Do Not Invest Their Money: LXME Women & Money Power 2022 Report

Fintech News Desk
by Fintech News Desk0
LXME – India’s first financial platform for women – in its Women & Money Power 2022 report suggests that 33% women in India do not invest at all and the number is as high as 40% in the 21-25 years age group. Overall 55% women in the country are either not investing or are unaware of their investments. In association with Axis My India, India’s leading consumer data intelligence company, the survey was carried out among 4,000 women across different......
First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services
Banking News

First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services

Fintech News Desk
by Fintech News Desk0
First Financial Bank is announcing a new name for its Wealth Management division – Yellow Cardinal Advisory Group, reflecting the group’s deep expertise, unique blend of sophisticated solutions, and the spirit of individuality that characterizes its clients. Yellow Cardinal’s debut also includes the launch of expanded capabilities in business succession......
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......
Ellington Financial to Acquire Longbridge Financial
Mortgage News

Ellington Financial to Acquire Longbridge Financial

Fintech News Desk
by Fintech News Desk0
Ellington to Gain Controlling Interest in Industry-Leading Reverse Mortgage Lender Ellington Financial Inc., a real estate investment trust investing in a diverse array of financial assets including residential and commercial mortgage loans, and Longbridge Financial, LLC, an industry-leading, national reverse mortgage loan originator and servicer, announced that Ellington Financial has......
Hyer Partners With Catch To Extend Modern Benefits To Independent Contractors
Economy News

Hyer Partners With Catch To Extend Modern Benefits To Independent Contractors

Fintech News Desk
by Fintech News Desk0
Hyer and Catch Partnership Aims to Reinvent Work and Benefits for Independent Contractors Hyer, a leading on-demand labor app connecting businesses to independent workers in the gig economy, announced their partnership with Catch—the first and only personal payroll and financial services provider. Together, the companies will provide Taskers, Hyer’s pool......
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