Search Results for: retirement plans

Voya Launches Advisor Managed Accounts Program
Finance Fintech Investment Services Investments News

Voya Launches Advisor Managed Accounts Program

Fintech News Desk
New service introduced as Voya data finds 76% of working Americans want access to a financial professional for savings and investment advice Voya Financial, Inc., announced the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment Management LLC. As one of the latest services within......
SEI's Collective Investment Trust Business Experiences Significant Growth
Fintech Primers Investments News

SEI’s Collective Investment Trust Business Experiences Significant Growth

Fintech News Desk
Target-Date Fund CITs Gaining Momentum, SEI’s CIT Business Benefits from U.S. Retirement Market Trends SEI, a leading global provider of investment processing, investment management, and investment operations solutions, announced today that its collective investment trust (CIT) business has surpassed $100 billion in assets under administration   (AUA) as of Dec. 31, 2020, representing a......
Digital Advances for Participants and Plan Sponsors Earn TIAA Industry Honors
Business Digital Fintech News

Digital Advances for Participants and Plan Sponsors Earn TIAA Industry Honors

Fintech News Desk
Awarded four gold medals from key industry analyst TIAA has earned four gold medals in Corporate Insight’s annual Monitor Awards, a program that recognizes digital innovation and significant advances in web and mobile user experience over the past year in the financial services industry. Read More: Reef Finance Becomes the......
Prudential-to-launch-new-managed-advice-platform_-powered-by-NextCapital
Business Fintech News

Prudential to Launch New Managed Advice Platform, Powered by NextCapital

Fintech News Desk
Advice and Income Engines at Prudential will help plan sponsors and their advisors personalize retirement advice1 to better prepare participants for futures they can count on. Prudential Retirement, a business unit of Prudential Financial, Inc., has unveiled Advice and Income Engines at Prudential, a next-generation digital managed advice platform, powered by......
WILLPORT App Releases Unique Peer-to-Peer Money Transfer
Banking Blockchain Fintech Mobile Banking News

WILLPORT App Releases Unique Peer-to-Peer Money Transfer

Fintech News Desk
Paving the way for multi-generational wealth transfer and gifting in one app. The WILLPORT App launched its WILLPORTmoney feature, and it’s free. While most peer-to-peer money transfer apps only move money, the WILLPORT App is multiple apps in one. Through the end of February 2021, newly registered users will receive......
AssetMark Issues its 2021 Predictions for the Financial Advisory Industry
Business Fintech Investment Services News

AssetMark Issues its 2021 Predictions for the Financial Advisory Industry

Fintech News Desk
AssetMark announced its 2021 outlook for the financial advisory industry. While the advisor-client dynamic has undergone a dramatic transformation in the past year, many in the industry agree the pandemic merely accelerated many of the trends that were already contributing to this shift prior to 2020. In many ways, 2021 will......
Northstar Announces $10.7M in Funding to Support Employees' Financial Wellness Through Personalized Advice and Automation
Fintech Fintech Funding News

Northstar Announces $10.7M in Funding to Support Employees’ Financial Wellness Through Personalized Advice and Automation

Fintech News Desk
Northstar customers include leading employers Zoom, ServiceTitan, and Thumbtack Northstar, a fintech company that enables employers to offer financial wellness as an employee benefit, announced $10.7 million in financing, including a new $7.3 million Series A led by M13 with participation from Foundation Capital and Workday Ventures. The investment comes......
PAAY and Bluefin Join Forces to Dramatically Advance Remote Commerce Security
Business Fintech News

Invesco Launches New QQQ Innovation Suite in Partnership with Nasdaq

Fintech News Desk
New products offer all investors access to NASDAQ-100 Index and NASDAQ Next Generation 100 Index Invesco Ltd. (NYSE: IVZ) today announced the launch of the Invesco QQQ Innovation Suite, which offers investors access to the NASDAQ-100® Index and NASDAQ Next Generation 100 Index® through a variety of investment structures and exposures. The Invesco QQQ......
JPMorgan Chase Collaborates With Reonomy To Deliver Data And Insights To Power The Commercial Real Estate Industry
Fintech News

J.P. Morgan Asset Management Launches New Core Menu Evaluator

Fintech News Desk
One of the first tools dedicated to analysis and selection of core menu investments for defined contribution plans  J.P. Morgan Asset Management announced the launch of the Core Menu EvaluatorSM, enabling financial professionals to analyze, compare and select defined contribution core menu investments quickly, thoroughly and objectively. The importance of......
The Standard Names Nathan McKinstry Assistant Vice President of IT Architecture and Engineering
Fintech InsurTech News

The Standard Names Nathan McKinstry Assistant Vice President of IT Architecture and Engineering

Fintech News Desk
Standard Insurance Company (The Standard) announced that Nathan McKinstry has been named assistant vice president of IT Architecture and Engineering. Read More: Bank Of The Future: How Banks And Fintechs Are This Decade’s Unlikely Duo “His experience in enabling business strategies at The Standard and deep IT expertise will bring......
1