Global Fintech Interview with Dennis Gada, SVP and Head of Financial Services, North America at Infosys
[To share your insights on Fintech trends and analysis, please write to us at sghosh@martechseries.com]...
Search Results for: retirement plans
Voya Financial Announces New Operating Model to Advance Its Growth Strategy
Evolved model will position Voya’s Retirement, Employee Benefits and Investment Management businesses for continued growth Michael Smith and Charles Nelson named vice chairmen Heather Lavallee named CEO, Wealth Solutions and Robert Grubka named CEO, Health Solutions Voya Financial, Inc., announced several updates to its operating model and leadership team. The......
Solutions First Financial Group Opens
Bringing A Comprehensive Approach to Financial Planning Solutions First Financial Group is proud to announce the opening of its Scottsdale office, where founders Joe and Patty Donti will bring their Prep Better All-Weather Planning strategies to serve retirees throughout Arizona. Joe Donti, financial industry veteran and founder of Solutions First Financial Group said, “Solutions First......
Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment
Poll taken also identifies what skills are believed to define success in the future COVID-19 has forced financial advisors to adapt to the changing circumstances The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the......
DBS to Double Recruitment of Financial Planning Advisors in 2021; Introduces Industry-First Insurance Consultant Role
Bank will hire 650 financial planning advisors, has created a first of its kind insurance consultant role with Manulife Singapore As part of DBS commitment to help all customers, regardless of their income level or life stage, improve their financial wellbeing, the bank today announced plans to double the recruitment......
Relay Launches New Digital Quoting Solution for Commercial Insurance
Relay Platform (Relay), an innovative provider of solutions which enable the digital transformation of commercial insurance and reinsurance submissions, is pleased to announce the launch of a new broker-carrier API solution, I5, which rapidly creates client quotes and proposals. Relay successfully deployed the solution at NFP, a leading property and......
Fidelity’s eMoney Advisor Rolls Out First Mobile App
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement plan......
Blockchange and IRA Financial Partner to Enable RIAs to Manage Digital Assets in Qualified IRA Accounts
Partnership enables Financial Advisors to manage digital assets for clients with the tax-advantages of an Individual Retirement Account, and the benefits of owning the underlying assets. Blockchange Inc. and IRA Financial are partnering to enable IRA funds & select 401(k) plans to be invested in cryptocurrencies and digital assets, under the management of......
Robo Advisors – Changing the Face of Investments
Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to fintech; they have been around for over a decade. A standard robo-advisor collects financial information from the customers, like their......
Logiq Launches Pilot Program To Provide Mobile Fintech Services in Exclusive Strategic Alliance With Indonesian National Cooperative, KMSB
Logiq, Inc. (OTCQX: LGIQ), a global provider of award-winning eCommerce and fintech solutions, has launched its previously announced micro-lending pilot program in an exclusive strategic alliance with the country’s social security program provider, Koperasi Mona Santoso Berjaya (KMSB). Read More: iProov Partners With TRUSTDOCK to Bring Genuine Presence Assurance to......