Search Results for: retirement plan

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
Experian Announces Breakthrough Solution in the Fight Against Synthetic Identity Fraud
Fintech News

Experian Announces Expanded Financial Education Programming to Address Evolving COVID-19 Landscape

Fintech News Desk
Experian’s #CreditChat, Ask Experian Blog and New Financial Education Resources All Created to Aid Consumers in These Difficult Times In response to the urgent and rapid changes associated with COVID-19, Experian is accelerating and enhancing its financial education programming to help consumers protect their financial health in these uncertain times.......
Bitcoin IRA Poll: Majority of Investors Believe Bitcoin Will Rebound Past $8,000 in a Few Weeks
Fintech Investment Services News

Bitcoin IRA Poll: Majority of Investors Believe Bitcoin Will Rebound Past $8,000 in a Few Weeks

Fintech News Desk
The company’s latest poll reveals investor sentiment remains very positive on crypto despite the Coronavirus pandemic & volatile market conditions  Bitcoin IRA, the world’s first, largest and most secure digital asset IRA technology platform that allows clients to purchase cryptocurrencies and other digital assets for their retirement accounts, today released......
Empower Closes $20 Million Series A Financing to Build AI-Powered Mobile Banking App Designed for Millennials
Fintech Funding News

Empower Closes $20 Million Series A Financing to Build AI-Powered Mobile Banking App Designed for Millennials

Fintech News Desk
Funding will be used to fuel growth and product innovation as Empower reimagines consumer banking for today’s generation Empower, a high-growth mobile banking app in the US challenger bank category, announced $20 million in Series A funding. The financing included participation from new investors Icon Ventures, Defy Ventures, and David Velez, Founder and......
Ally Lending expands relationship with Milan Laser
Business Fintech News

Ally Invest Announces Inaugural Conference to Promote a Financially Secure Future

Fintech News Desk
‘FOMO-Free Financial Future’ is a free digital conference open to all via livestream; will feature speakers from Morningstar, iShares, and more Ally Invest, the online brokerage and wealth management arm of Ally Financial Inc.  announced its inaugural digital conference. Dubbed the FOMO-Free Financial Future, this fully-online event is designed to inform,......
Millennials and Gen Zers Are Looking For Advice and Financial Assistance From Parents
Banking Fintech News

Millennials and Gen Zers Are Looking For Advice and Financial Assistance From Parents

Fintech News Desk
77% of Millennial and Gen Z Respondents Are Turning to Their Parents for Help Becoming First-Time Homebuyers, Delaying Retirement for Many Boomer Parents–But It Doesn’t Need to Be That Way A national survey conducted by loanDepot found that 77% of Millennial and Gen Zers are expecting to receive financial assistance......
New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates
Business News

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates

Fintech News Desk
Rising Wealth, the Decline of Employer Pensions Plans, Digitization and Automation Are Drivers Of Industry Growth And Disruption Zoe Financial, a technology-driven marketplace that empowers consumers to make better financial decisions, released a new report that found current growth estimates of the US wealth management market undervalue the financial advisory......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
Starship Raises $11 million to Expand Access to Health Savings Accounts
Fintech Startups News

Starship Raises $11 million to Expand Access to Health Savings Accounts

Fintech News Desk
New Funds and Major Partnership Make Health Savings Accounts More Accessible to Americans, regardless of Employment Status Fresh off of a Series A investment of $7 million led by Valar Ventures—bringing total money raised to $11 million—fintech startup Starship is making portable health savings accounts available to drivers, delivery persons and carriers who use......
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