Search Results for: retirement plans

VikingCloud Announces New Appointments to Leadership Team
Compliance management News Security

VikingCloud Announces New Appointments to Leadership Team

Fintech News Desk
Cyber security frontrunner recruits top talent to senior team after launching re-brand VikingCloud, (formerly Sysnet), a leading provider of cyber security and compliance solutions, has announced the addition of two new members to its executive team. Gregory Leos has been appointed Chief Revenue Officer, bringing a wealth of experience in......
DBS Bank’s Grant Programme to Help SMEs Kickstart Sustainability Journey
Banking Fintech News

DBS Bank’s Grant Programme to Help SMEs Kickstart Sustainability Journey

Fintech News Desk
Grant up to SGD 10,000 to SME awardees with innovative sustainable solutions in reducing energy consumption, reducing waste, sustainable supply chains In alignment with DBS Bank’s commitment towards sustainability, DBS Foundation, has announced the launch of a new grant programme to support small-and-medium enterprises (SMEs) looking to kickstart their transition towards becoming more......
New Report from TransUnion Reveals Rising Prices Stifle Canadians’ Personal Finance Optimism
Finance News

New Report from TransUnion Reveals Rising Prices Stifle Canadians’ Personal Finance Optimism

Fintech News Desk
More than half of Canadians (56%) surveyed report that inflation and interest rate concerns impact purchasing behaviour despite current positivity TransUnion’s most recent Consumer Pulse study shows that while the majority of Canadians feel positive about their current personal finances as the economy continues to reopen, concerns about longer-term macro-economic pressures......
Splitero Launches with $5.8 Million in Seed Funding and $1 Billion in Capital to Provide Better Options to Access Home Equity
Fintech News

Splitero Launches with $5.8 Million in Seed Funding and $1 Billion in Capital to Provide Better Options to Access Home Equity

Fintech News Desk
Innovative financial technology company is on a mission to transform the way homeowners tap into equity without new debt or monthly payments Splitero, the financial services company that provides homeowners better options to access home equity,  announced it had secured $5.8 million in seed funding, led by Gemini Ventures. Additional......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Finance News

Next Generation Pennsylvania Financial Planning Team Chooses Independence

Fintech News Desk
Team Previously Managed Approximately $350 million in client assets; Major Emphasis on Marketing with Move to Independence A Philadelphia financial planning team announced that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. “We welcome Jerry, Brook and their team to......
eMoney Advisor Rolls Out White Labeling for Its Financial Wellness App, Incentive
Finance News

eMoney Advisor Rolls Out White Labeling for Its Financial Wellness App, Incentive

Fintech News Desk
Option enables firms to build credibility with their own brand in a digital-first experience  eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced the availability of white labeling for its financial planning and wellness mobile application, Incentive. Incentive is built, operated, and......
Schwab Introduces Online Financial Planning Action Center
Digital Finance News

Schwab Introduces Online Financial Planning Action Center

Fintech News Desk
Digital Platform Combines Human Guidance and Technology to Modernize the Financial Planning Experience As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab......
Flywire Partners with Ascensus to Digitize 529 College Savings Plan Payments
Digital Payments News

Flywire Partners with Ascensus to Digitize 529 College Savings Plan Payments

Fintech News Desk
Partnership streamlines and digitizes tuition payments from 529 college savings plans in the US Flywire Corporation, a global payments enablement and software company, and Ascensus, ​​whose technology and expertise help millions of people save for education, retirement, and healthcare, announced a partnership to digitize and streamline tuition payments from 529 college......
BNY Mellon’s Pershing Teams Up With Pacific Life To Provide Rias With Streamlined Access To The Carrier’s Fee-only Annuities
Fintech News

BNY Mellon’s Pershing Teams Up With Pacific Life To Provide Rias With Streamlined Access To The Carrier’s Fee-only Annuities

Fintech News Desk
Pacific Life announced a new collaboration with BNY Mellon’s Pershing to make its fee-only annuities available to registered investment advisors (RIAs) and their fee-only advisors while providing a streamlined portfolio-management experience. Products included are Pacific Advisory Variable Annuity, Pacific Odyssey, Pacific Index Advisory, and Pacific Harbor—all designed to help RIAs meet a variety......
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