Search Results for: retirement plans

Flinks
Fintech News

Cascades and Flinks Form Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Collaboration will provide financial services firms with best-in-class retirement income planning experience Cascades Financial Solutions Inc., a PureFacts company, and Flinks announced a strategic partnership to provide financial services firms with a best-in-class retirement income planning experience. The collaboration will see the integration of Cascades’ decumulation planning engine with Flinks’ financial......
Franklin Templeton Partners with vWise to Deliver Personalized Investment Solutions to Defined Contribution Participants
Fintech Investments News

Franklin Templeton Partners with vWise to Deliver Personalized Investment Solutions to Defined Contribution Participants

Fintech News Desk
by Fintech News Desk0
Franklin Templeton announced a strategic investment and collaboration with California-based vWise, Inc. to integrate technology, predictive analytics, behavioral finance insights and a personalized investment solution designed to improve retirement outcomes in Defined Contribution (DC) Plans. Franklin Templeton’s patent-pending proprietary Goals Optimization Engine (GOETM), combined with vWise’s Experience Platform, will use real-time......
MoneyRates Shares 10 Steps to Take When Choosing a Robo-Advisor
Fintech Investments News

MoneyRates Shares 10 Steps to Take When Choosing a Robo-Advisor

Fintech News Desk
by Fintech News Desk0
Human advice on automated wealth managers Robots already vacuum homes and carry medical supplies in hospitals, so why shouldn’t consumers consider them to help manage their money? The financial comparison site MoneyRates.com breaks down the steps consumers can take to choose a robo-advisor before they make the leap to automation in What is......
Industry Pioneer Eric Brickman Joins FutureFuel.io as Chief Operating Officer
Digital Fintech News

Industry Pioneer Eric Brickman Joins FutureFuel.io as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Brickman brings decades of wealth management and employee benefits experience to help FutureFuel.io accelerate innovation and expansion into new categories FutureFuel.io, a leading student loan repayment platform that helps borrowers pay down debt quickly and efficiently, announced the appointment of Eric Brickman to the role of Chief Operating Officer. In......
How to Succeed at Investing: 5 Tried-And-True Tips
Featured Finance Investments News Stock Market

How to Succeed at Investing: 5 Tried-And-True Tips

Fintech News Desk
by Fintech News Desk0
It seems like there’s never a shortage of slick financial “gurus” who claim they’ve just discovered a foolproof investing method that’s guaranteed to provide high returns with no risk. But if someone tries to get inside your pocketbook by making those kinds of promises, you’d better run the other way. The......
Four Small Business Lending Predictions for 2021 Year
Banking Fintech Guest Posts

Four Small Business Lending Predictions for 2021

Jorge Sun
by Jorge Sun0
As we come to the close of a tumultuous year, the fintech industry is looking ahead to new policies and technologies to help power a recovery in 2021. A key part of recovery is focusing on the survival of small businesses, which are looking to lenders and community banks to......
College Students Predict Brighter Outcomes for Their Financial Futures, Despite Lingering COVID Concerns and Rising Credit Card Use
Finance News

College Students Predict Brighter Outcomes for Their Financial Futures, Despite Lingering COVID Concerns and Rising Credit Card Use

Fintech News Desk
by Fintech News Desk0
According to new study from AIG Retirement Services and EVERFI, students are poised to move forward with optimism and confidence AIG Retirement Services, a leading retirement plan provider for tax-exempt and public sector employers, including education institutions, and EVERFI, a leading social impact education innovator, today announced findings from a......
InvestCloud Acquires Advicent and the NaviPlan Platform
Cloud Digital Finance Fintech News

InvestCloud Acquires Advicent and the NaviPlan Platform

Fintech News Desk
by Fintech News Desk0
Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a unified digital experience across all wealth segments InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider. Advicent, a Vista Equity......
Peoples Financial Corporation Announces New Stock Repurchase Program
Banking Investment Services News

Peoples Financial Corporation Announces New Stock Repurchase Program

Fintech News Desk
by Fintech News Desk0
The board of directors of Peoples Financial Corporation, parent of The Peoples Bank, announced its approval to repurchase up to 200,000 additional shares of the Company’s outstanding common stock.  In accordance with the limitations set forth in Rule 10b-18 of the Securities and Exchange Commission and other applicable legal requirements,......
Zywave Acquires Enquiron, A Trusted Provider Of Risk Management Solutions
InsurTech News Risk Management

Zywave Acquires Enquiron, A Trusted Provider Of Risk Management Solutions

Fintech News Desk
by Fintech News Desk0
Enquiron’s proven engagement success, data and technology solutions will complement Zywave’s existing product portfolio and help drive ROI for customers Insurance technology provider, Zywave, announced the acquisition of Boston-based Enquiron, a leading provider of risk management and consultative business solutions. Combined with Zywave’s existing portfolio of solutions, the acquisition reinforces Zywave’s......
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