Search Results for: retirement plans

Investment Metrics Acquires Style Analytics to Expand its Portfolio Analytics, Reporting, and Data Solutions
Fintech Investment Services News

USI Advisors, Inc. Adopts Investment Metrics Portfolio Analytics and Reporting Solution

Fintech News Desk
by Fintech News Desk0
Investment Metrics (IM), a leading provider of analytics, reporting, and benchmarking solutions for the institutional investment community, announced USI Advisors, Inc., a SEC Registered Investment Advisor offering investment advice to retirement plans and endowments, has chosen Investment Metrics Portfolio Analytics and Reporting Solution to help with investment analysis and communications......
The Standard Promotes Dan McMillan to Executive Vice President
Fintech InsurTech Investment Services News

The Standard Promotes Dan McMillan to Executive Vice President

Fintech News Desk
by Fintech News Desk0
Standard Insurance Company (“The Standard”) announced that Dan McMillan has been promoted to executive vice president. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention Software “I have great confidence in his ability to provide leadership and vision for all of our......
Later Deadline Isn’t Necessarily Better – Tax Changes Causing Americans Concern
Fintech Investment Services News

Later Deadline Isn’t Necessarily Better – Tax Changes Causing Americans Concern

Fintech News Desk
by Fintech News Desk0
With this year’s new tax deadline (July 15) quickly approaching, Americans are concerned about taxes but it’s not about filing on time1. Nearly 7 out of 10 consumers are concerned that a change in taxes will have an impact on their retirement savings according to research from Lincoln Financial Group.......
Plan Participants Give OneAmerica High Marks in J.D. Power Study
Fintech Investment Services News

Plan Participants Give OneAmerica High Marks in J.D. Power Study

Fintech News Desk
by Fintech News Desk0
Company ranks third in 2020 U.S. Retirement Plan Participant Satisfaction Study, medium plan segment A relationship-oriented provider of impactful retirement plan solutions, OneAmerica acknowledged its third-place ranking in the J.D. Power 2020 U.S. Retirement Plan Participant Satisfaction Study, in the medium plan segment. The study, which was based on responses......
Callahan Financial Planning Opens San Francisco Financial Advisory Office
Fintech Investment Services News

Callahan Financial Planning Opens San Francisco Financial Advisory Office

Fintech News Desk
by Fintech News Desk0
Callahan Financial Planning, a fee-only independent personal financial planning and investment management firm with offices throughout the Bay Area, has announced its latest expansion with the addition of a financial advisory office in San Francisco, CA. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor......
Personal Capital Launches New Product Feature Recession Simulator
Fintech Investment Services News

Personal Capital Launches New Product Feature Recession Simulator

Fintech News Desk
by Fintech News Desk0
In the wake of market volatility due to COVID-19, the Recession Simulator provides insights into the effects of past market recessions Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, launched a new product feature and the first free tool of its kind, the Recession Simulator. Available......
OneAmerica Ups Ante on Education Amidst COVID-19 Pandemic
Fintech News

OneAmerica Ups Ante on Education Amidst COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Company going beyond traditional retirement plan guidance by providing holistic education Having earned a reputation in the retirement industry for its award-winning, client-focused approach, OneAmerica has upped the ante in this climate of uncertainty to deliver on one of its key differentiators ─ education. Through a holistic approach that surpasses traditional......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Fintech Investment Services News

Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights,......
Databento Closes $10 Million in Additional Funding to Drive Global Expansion
Finance Fintech News

Databento Closes $10 Million in Additional Funding to Drive Global Expansion

PR Newswire
by PR Newswire0
Databento, one of the fastest-growing companies in the financial data industry, today announced the successful close of $10 million in additional funding, increasing its total Series A round to $30 million. This caps off an extraordinary year that saw a 985% surge in revenue and over 7,000 new customers. The round features follow-on......
BMO Survey: More Than a Third of Americans Using AI to Manage Finances
Finance News

BMO Survey: More Than a Third of Americans Using AI to Manage Finances

PR Newswire
by PR Newswire0
61% of Gen Z use AI to help manage their finances and investments – more than any other generation. 64% do not believe AI understands how emotions influence financial planning. The BMO Real Financial Progress Index reveals a growing number of Americans, notably Gen Z, are increasingly using artificial intelligence......
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