Search Results for: retirement plans

Does Budgeting Actually Help People Save Money? This Experiment With a Huge Fintech Company Suggests ... Not.
Analytics Fintech Startups Guest Posts

Does Budgeting Actually Help People Save Money? This Experiment With a Huge Fintech Company Suggests … Not.

Richard Mathera
by Richard Mathera0
This article has been co-authored by Lindsay Juarez, Director Budgeting — tracking expenses and planning how much to spend in specific categories — is often heralded as invaluable. But is it?  To test whether budgeting actually helps people save money or reach financial goals, we partnered with a large fintech......
Morgan Stanley at Work Unveils Financial Wellness Findings From Inaugural State of the Workplace Financial Benefits Study
Fintech News

Morgan Stanley at Work Unveils Financial Wellness Findings From Inaugural State of the Workplace Financial Benefits Study

Fintech News Desk
by Fintech News Desk0
Finances cited as a major source of stress among employees and employers, affecting personal lives, work, and productivity Over the past year, more than nine in 10 U.S. employees have faced financial issues in their personal lives, reducing contributions to personal savings and employer-sponsored savings plans Morgan Stanley at Work......
Reclaim Launches Ai-powered Medicare Insurance Agency To Help Retiring Adults Select A Medicare Plan That Best Fits Their Healthcare Needs
Insights InsurTech News

Reclaim Launches Ai-powered Medicare Insurance Agency To Help Retiring Adults Select A Medicare Plan That Best Fits Their Healthcare Needs

Fintech News Desk
by Fintech News Desk0
Reclaim, a digital consumer financial advocacy platform helping users manage and save thousands of dollars on health insurance coverage, is launching its AI-powered Medicare insurance agency to help recently retired, tech-forward individuals confidently manage their transition to Medicare. Latest Fintech Insights: Asset Management Industry Severely Lacking Diversity, New Knight Foundation Study......
Lincoln Financial Group Selects Income America to Offer Lifetime Income for Lincoln Employees
Banking Fintech News

Lincoln Financial Group Selects Income America to Offer Lifetime Income for Lincoln Employees

Fintech News Desk
by Fintech News Desk0
 Participants in the Lincoln National Corporation Defined Contribution retirement plan will be able to convert savings into guaranteed income for life Income America, a consortium of leading retirement firms that earlier this year launched a new in-plan target date series with guaranteed income for life, announced that Lincoln Financial Group has......
FeeX Tapped By Priority Financial Group to Power Held-Away Account Management
Fintech News

FeeX Tapped By Priority Financial Group to Power Held-Away Account Management

Fintech News Desk
by Fintech News Desk0
PFG’s Retirement Plan Center gives advisors a platform to monitor, trade and report on client 401(k)s and other held-away assets Priority Financial Group (PFG) announced it has partnered with FeeX, a financial technology provider, to power the firm’s Retirement Plan Center. The Center will allow advisors to securely trade and manage clients’......
Associated Bank Announces Leadership Changes
Banking Business News

Associated Bank Announces Leadership Changes

Fintech News Desk
by Fintech News Desk0
Tim Lau and Denis Hogan to retire; Dennis DeLoye joins executive leadership team with expanded community market focus Associated Banc-Corp announced changes involving its executive leadership and Northeast Wisconsin leadership teams. Timothy J. Lau, executive vice president and head of community markets, has announced his plans to retire from Associated Bank in the......
Rebalance Tops $1 Billion in Client Assets Under Management
Investments News

Rebalance Tops $1 Billion in Client Assets Under Management

Fintech News Desk
by Fintech News Desk0
Firm’s Success Attributed to Client-Centric Approach to Money Management, Passion for Investing Literacy Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, announced that the firm has surpassed the milestone of managing more than $1 billion in client investments.......
TOO Fund Announces Its Launch in the Crypto World
Cryptocurrency News

TOO Fund Announces Its Launch in the Crypto World

Fintech News Desk
by Fintech News Desk0
TOO Fund is a first-of-its-kind investment company with using of the Blockchain technology, the team at TOO Fund is pleased to announce to the crypto and Fintech communities that it has launched its company. The goal of the project is to achieve 1 billion US dollars within one year of......
Overalls Launches First All-In-One Insurance Protection Portfolio
Finance InsurTech News

Overalls Launches First All-In-One Insurance Protection Portfolio

Fintech News Desk
by Fintech News Desk0
New algorithmic approach packages supplemental insurance products into a structured portfolio that changes and grows with the customer Overalls, the first personalized, all-in-one protection platform, is shaking up how employee benefits are packaged by taking a new approach to insurance that combines life, personal-line and entirely new protection products into algorithmically......
BrightPlan Expands Global Access for Total Financial Wellness Solution, Announces New Family Coverage and Services
Finance Fintech News

BrightPlan Expands Global Access for Total Financial Wellness Solution, Announces New Family Coverage and Services

Fintech News Desk
by Fintech News Desk0
New services include support for tax, estate planning and student loan optimization BrightPlan, a leader in Total Financial Wellness, announced that it is expanding global access for its Total Financial Wellness solution, and offering new services that further support and strengthen financial well-being not just for employees, but their entire......
1