Search Results for: retirement plans

Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors
Fintech News

Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors

Fintech News Desk
by Fintech News Desk0
FeeX technology allows advisors to manage clients’ held-away retirement accounts, deepening their impact across clients’ entire financial picture Carson Group, one of the fastest growing financial services firms in the country, has partnered with the fintech retirement solution FeeX to give Carson’s network of advisors the ability to fully manage......
Bank of America Announces Retirement of Anne Finucane, Vice Chairman and Thomas Montag, COO and president of Global Banking and Markets
Fintech News

Bank of America Announces Retirement of Anne Finucane, Vice Chairman and Thomas Montag, COO and president of Global Banking and Markets

Fintech News Desk
by Fintech News Desk0
Bank of America announced the retirement of Anne Finucane, Vice Chairman, and Thomas Montag, Chief Operating Officer and president of Global Banking and Markets, after many years of distinguished service. Both executives are members of the company’s executive management team and report to Chairman and Chief Executive Officer Brian Moynihan.......
Morgan Stanley at Work Creates Powerful Retirement Recordkeeper Value Proposition
Digital Fintech Investments News

Morgan Stanley at Work Creates Powerful Retirement Recordkeeper Value Proposition

Fintech News Desk
by Fintech News Desk0
Morgan Stanley at Work announced an innovative retirement partnership with Vestwell that delivers user-friendly digital solutions and favored pricing, helping reduce administrative workload, simplifying revenue and expense management and maximizing participant engagement. “Together, we are fundamentally altering the way technology and servicing can elevate and scale the experience. We are......
LGBTQ+ Consumers Aim High With Retirement Savings Goals, Says New Lincoln Financial Study
Finance Fintech Investments News

LGBTQ+ Consumers Aim High With Retirement Savings Goals, Says New Lincoln Financial Study

Fintech News Desk
by Fintech News Desk0
Yet the Pandemic Still Created Financial Stress and Retirement Uncertainty That Underscores Areas for Improvement to Achieve Financial Security LGBTQ+ Americans have big goals when it comes to retirement. According to Lincoln Financial Group’s 2021 Retirement Power® Study, LGBTQ+ respondents feel they should save a higher median amount of their annual......
Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors
Business Fintech News

Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors

Fintech News Desk
by Fintech News Desk0
New offering leverages technology to help advisors deliver efficient 401(k) plan investment-management solutions across diverse client needs Vestwell, the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era, today announced a partnership with Envestnet, Inc. (NYSE: ENV). Read More: BHMI’s Concourse Financial Software Suite “Future Proofs” Payment Processing......
Bankers-Life-Uses-New-Software-to-Provide-Customers-an-Interactive-Retirement-Income-Planning-Experience
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Bankers Life Uses New Software To Provide Customers An Interactive Retirement Income Planning Experience

Fintech News Desk
by Fintech News Desk0
Bankers Life, a national life and health insurance brand focused on the insurance and investment needs of Americans near or in retirement, announced today a new software tool that provides consumers efficient, more personalized assistance with retirement income planning. Through a collaboration with RetireUp, an unaffiliated entity, Bankers Life wealth management......
SS&C Adds Managed Accounts Provider ProNvest to its Retirement Solutions Ecosystem
Fintech Investment Services News

SS&C Adds Managed Accounts Provider ProNvest to its Retirement Solutions Ecosystem

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, announced that SS&C Retirement Solutions has added ProNvest, an industry-leading managed account solution, onto its TRAC recordkeeping platform. TRAC supports a diverse range of managed account solutions for retirement providers in the defined contribution marketplace. Read More: MemberPass™ and Filene Survey Reveals Changing Attitudes to How Americans Protect Identity with......
Voya Investment Management Hires Founding Partners and Acquires the Technology of G Squared Capital
Fintech News

Voya Launches New Program to Boost Retirement Savings for Minority-Owned Businesses

Fintech News Desk
by Fintech News Desk0
Voya’s new ‘Just Right Advantage’ program seeks to increase retirement readiness for businesses owned by minorities, women, veterans, and members of the disability and LGBTQ communities — as well as nonprofits that serve them New Voya research finds 79% of Americans believe corporations should support minority-owned businesses impacted by COVID-19......
Nationwide Partners with SS&C to Transform Advisor-Sold Retirement Plan Business
Business Fintech InsurTech News

Nationwide Partners with SS&C to Transform Advisor-Sold Retirement Plan Business

Fintech News Desk
by Fintech News Desk0
Nationwide will move recordkeeping functions to enhance overall efficiency, agility and scale by leveraging SS&C’s best-in-class retirement technology and servicing platform SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Nationwide, a leading insurance and financial services company, has partnered with SS&C to support and enhance its advisor-sold retirement plan platform. The......
Ubiquity Retirement + Savings® Introduces Paradigm RKS(™)
Business Fintech News

Ubiquity Retirement + Savings® Introduces Paradigm RKS(™)

Fintech News Desk
by Fintech News Desk0
First private label, cloud-based recordkeeping system designed specifically for small businesses Ubiquity Retirement + Savings® (Ubiquity), a pioneer in flat-fee small business retirement plans, has announced that its proprietary recordkeeping system Paradigm RKS(™) (Paradigm) is now available for business process outsourcing (BPO) services to institutional partners seeking to reach the historically......
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