Search Results for: retirement

Only Thirty Percent of Retirees Did Enough Planning For How To Spend Time In Retirement, According to New Study from Lincoln Financial Group
Finance Fintech News

Only Thirty Percent of Retirees Did Enough Planning For How To Spend Time In Retirement, According to New Study from Lincoln Financial Group

Fintech News Desk
by Fintech News Desk0
As America ages, more time must be spent planning for pastimes during retirement New research from Lincoln Financial Group(1) shows that 77% of Americans surveyed in their 50s and 60s see retirement as a phase of life during which they will finally be able to pursue the passions and pastimes......
SageView Advisory Group to Acquire Palmer Retirement Consulting
Fintech News

SageView Group Acquires Palmer Retirement Consulting

Fintech News Desk
by Fintech News Desk0
Wise Rhino served as advisor to Palmer Retirement. The transaction closed on Dec. 15, 2023. By Global FinTech Series News Desk  SageView Advisory Group, one of the nation’s independent RIA firms, announced it has acquired Palmer Retirement Consulting, a Fort Wayne, Indiana-based advisory firm with both institutional retirement plan clients......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
Principal Joins Industry Consortium to Support Automatic Portability of US Retirement Accounts
Fintech News Security

Principal Joins Industry Consortium to Support Automatic Portability of US Retirement Accounts

Business Wire
by Business Wire0
Principal Financial Group announced it joined the Portability Services Network, LLC (PSN), a consortium of retirement plan service providers focused on helping America’s under-served and under-saved workers improve their retirement outcomes by making it easier to transfer their workplace retirement accounts when changing employers. Principal is a board member and one......
ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support
Finance News

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support

Business Wire
by Business Wire0
Leading WealthTech Platform’s Rebranding Highlights Commitment to Advanced Technology, Customized Solutions, and Personalized Guidance for Long-Term Wealth and Financial Stability ProNvest, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, has rebranded as Future Capital. This name change reflects the firm’s focus on empowering advisors and......
Taboola Announces Early Retirement of $61 Million in Term Loan Debt
Finance News

Taboola Announces Early Retirement of $61 Million in Term Loan Debt

Fintech News Desk
by Fintech News Desk0
Taboola, a global leader in powering recommendations for the open web, announced the early retirement of approximately $61.3 million in debt under its senior secured Term Loan Facility. Taboola repurchased the debt for approximately $60.7 million with available cash on hand. The prepayment is expected to generate annual interest savings......
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RetirementInvestments Launches 7 New Personalized Online Financial Calculators

Fintech News Desk
by Fintech News Desk0
RetirementInvestments is pleased to announce the launch of their new financial calculators after working on the development of them for the past year. The 7 new calculators include their Retirement Calculator, Roth IRA Calculator, 401(k) Calculator, Home Affordability Calculator, Capital Gains Tax Calculator, Precious Metals IRA Calculator, and Crypto IRA Calculator. These calculators give website publishers the ability to easily......
Markets News Technology

KlimaDAO Launches Fiat To Retirement Payment Platform For Carbon Offsetting On The Blockchain

Fintech News Desk
by Fintech News Desk0
KlimaDAO, the leading provider of tokenized carbon credits, has today announced the launch of its Fiat to Retirement payment service. It gives users of the tokenized carbon market the ability to offset their carbon credits using fiat payment gateways provided by C3.app and Offsetra LLC. Fiat to Retirement enables tokenized carbon credits to......
retirement
Finance InsurTech News

With Online Retirement Calculator See Your Retirement Future Today

Pooja Choudhary
by Pooja Choudhary0
This National Retirement Security Week (Oct. sixteenth – 22nd), the Employee Benefit Research Institute (EBRI) declared a re-imagined Ballpark E$timate® calculator to assist people to assess their investment funds necessities and future spending during retirement. Initially launched as a piece of the EBRI “Decide to Save” campaign, the Ballpark E$timate......
Retirement Plan Digital Experience Suffers as More Americans Struggle Financially, J.D. Power Finds
Digital Finance News

Retirement Plan Digital Experience Suffers as More Americans Struggle Financially, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Bank of America and Charles Schwab Rank Highest in a Tie in Digital Participant Satisfaction While economists are still divided on whether the United States is in a recession, retirement investors have a clearer sentiment: their financial health is deteriorating, they are concerned about their investments and, when they turn......
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