Search Results for: retirement plans

Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
Nordson Corporation Announces Planned Retirement of Chief Financial Officer
Business News

Nordson Corporation Announces Planned Retirement of Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Nordson Corporation  announced that Gregory A. Thaxton, Executive Vice President and Chief Financial Officer, plans to retire in 2020 after thirty successful years with the company, with the last 12 years as CFO. The company has initiated a search of internal and external candidates for his successor. Mr. Thaxton will......
WeFIRE Introduces AI-Powered Financial Assistant to Transform Financial Management
Artificial Intelligence Fintech News

WeFIRE Introduces AI-Powered Financial Assistant to Transform Financial Management

GlobeNewswire
by GlobeNewswire0
WeFIRE, a leading app dedicated to financial independence and early retirement planning, has announced significant enhancements to its financial management platform. These updates introduce advanced features aimed at equipping users with more robust tools and insights to achieve their financial goals more efficiently. AskCopilot: A Personal Finance Assistant A standout......
Micruity Closes $5.0M in Strategic Funding
Fintech Fintech Funding News

Micruity Closes $5.0M in Strategic Funding

Business Wire
by Business Wire0
Building the pension plan of the future by expanding support for accumulation annuities and non-guaranteed income products Micruity, announced that it closed $5.0M in funding to expand support for accumulation annuities and non-guaranteed income products on the Micruity platform. “The new funding enables Micruity to rapidly build out infrastructure not......
Surprise!-Gen-Z’s-Financial-Goals-Align-Well-With-Traditional-Benefits
Finance Fintech News

Surprise! Gen Z’s Financial Goals Align Well With Traditional Benefits

Business Wire
by Business Wire0
The Standard’s latest study looks at HR leaders’ perception of what Gen Z wants from employers and their benefits programs. New research from The Standard shows a disconnect between what employee benefits Gen Zers say they want and what HR leaders think Gen Zers want — with the happy accident......
Seven in Ten Women Investors Are Rethinking if and When They Can Retire
Investment Services News

Seven in Ten Women Investors Are Rethinking if and When They Can Retire

PR Newswire
by PR Newswire0
Single Women Less Optimistic About Financial Outlook Than Married Peers Uncertain market conditions and the rising cost of living are significantly impacting women investors and their retirement plans. As they grapple with cascading economic headwinds, seven in ten (70%) women investors say that inflation and signs of a potential recession......
The Standard Surpasses $1 Billion Milestone in PEP Assets
Finance Fintech News

The Standard Surpasses $1 Billion Milestone in PEP Assets

Business Wire
by Business Wire0
Employers are busier than ever and it is clear they are time-strapped and eagerly seeking relief. These factors created an ideal environment for The Standard’s PEP solution, a private-labelled offering advisors have been quick to embrace. “Successful PEPs reflect the strong partnerships that allow us to provide retirement products that......
BofA Program Delivers Banking & Investing Benefits and Rewards to 4 Million Employees of Corporate Clients
Banking News

BofA Program Delivers Banking & Investing Benefits and Rewards to 4 Million Employees of Corporate Clients

PR Newswire
by PR Newswire0
Growing list of companies adding wellness tools and resources to help employees live their best financial lives Bank of America announced that over 450 corporate and commercial clients have enrolled in its Employee Banking & Investing (EBI) program – more than doubling the number of companies in the program from......
Empower Personal Wealth Driving 30% Growth Through a Focus on Advice, Digital Tools
Finance Fintech News

Empower Personal Wealth Driving 30% Growth Through a Focus on Advice, Digital Tools

Business Wire
by Business Wire0
In first year, new unit expands as investors cope with 2023’s market volatility, inflation As markets in 2023 are showing signs of recovery and consumers continue to cope with the residual impact of higher inflation, Empower’s new personal wealth unit has seen steady gains all year through a proven strategy:......
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