Tag : Financial Advice

Finhabits Launches Emma: The First AI-Powered Bilingual Financial Planner for First-Time Investors
Finance Fintech News

Finhabits Launches Emma: The First AI-Powered Bilingual Financial Planner for First-Time Investors

PR Newswire
by PR Newswire0
Finhabits, the leading bilingual consumer fintech platform in the U.S., launches Emma, an AI-driven financial planner designed to empower investors with 24/7, bi-lingual and culturally-nuanced financial guidance. Built on eight years of proprietary data, Emma is designed to help investors develop better financial habits and long-term wealth. Addressing a Real NeedEmma arrives at a moment......
Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs
Finance Fintech Investments News

Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs

Business Wire
by Business Wire0
The round, led by GIC, follows a banner year of product launches, executive expansion, and continued momentum as Altruist solidifies its place among the top three custodians Altruist, the modern custodian for RIAs, today announced $152 million in Series F funding led by GIC, a global institutional investor. Salesforce Ventures,......
Practifi Unveils AI-Driven CRM- Strategy to Power the Future of Wealth Management
Artificial Intelligence Fintech News

Practifi Unveils AI-Driven CRM- Strategy to Power the Future of Wealth Management

Business Wire
by Business Wire0
Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management firms, announced its commitment to integrating artificial intelligence (AI) across its platform, empowering financial advisors to enhance client relationships, streamline operations and drive new levels......
OpenZK Launches, Leading the Way for a New Era in the Layer 2 Ecosystem
Banking Commerce DeFi Digital Asset Management Digital Payments Digital Wallet Finance Fintech Fintech Primers Investment Services Investments Lending Markets Mortgage News Payment gateways Property Recommended Stock Market Technology

OpenZK Launches, Leading the Way for a New Era in the Layer 2 Ecosystem

EIN Presswire
by EIN Presswire0
OpenZK, a cutting-edge Layer 2 (L2) network project, has officially launched and is already attracting significant interest from institutional investors. As Ethereum’s ecosystem undergoes major upgrades, OpenZK is being hailed as a promising contender poised to redefine the Layer 2 landscape. Ethereum Upgrade Set to Propel OpenZK’s Growth With Ethereum’s......
New FIS Research Shows Consumers Leaning on Social Media for Financial Advice, Giving Banks an Opportunity to Avoid a Generational Trust Cliff
Finance Fintech News

New FIS Research Shows Consumers Leaning on Social Media for Financial Advice, Giving Banks an Opportunity to Avoid a Generational Trust Cliff

Business Wire
by Business Wire0
New survey reveals significant shift in relationship between younger generations and traditional financial institutions as trust in financial advice from social media grows. According to the survey, social media has become the primary source of financial advice for younger generations, which can promote unrealistic comparisons and financial insecurity. FIS, a......
Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice
Fintech News

Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice

PR Newswire
by PR Newswire0
New Policygenius survey shows stark differences in where Americans turn when they need money advice Americans have plenty of choices when it comes to where they get financial advice, from websites and social media influencers to professional experts like CFPs, CFAs, and CPAs. New data released today shows that more than......
Economic Uncertainty is Reshaping Americans' Money Management Attitudes
Fintech News

Economic Uncertainty is Reshaping Americans’ Money Management Attitudes

PR Newswire
by PR Newswire0
The latest Logica Future of Money Study explores money management trends, with a focus on how Gen Z navigates their finances. The highlights report from the latest Logica Future of Money Study looks at the impact of economy on people’s money management and includes data from a special report on debt.......
Acorns Prioritizes Financial Wellness for Families with Launch of New Premium Tier, Including Access to GoHenry in the U.S.
Finance Investment Services News

Acorns Prioritizes Financial Wellness for Families with Launch of New Premium Tier, Including Access to GoHenry in the US

PR Newswire
by PR Newswire0
Enhanced tier empowers people to manage their money through all of life’s stages with addition of a debit card and financial education app for kids, free life insurance, a complimentary will and more Marking Financial Planning Month in October, Acorns, a savings and investing app, announced a new Premium Tier focused......
New Thrivent Survey Finds Majority of Americans Are at a Crossroads With Their Financial Priorities
Finance Fintech News

New Thrivent Survey Finds Majority of Americans Are at a Crossroads With Their Financial Priorities

PR Newswire
by PR Newswire0
The current environment has many Americans feeling like they must prioritize certain financial needs and make difficult choices, potentially at the expense of their personal values  According to a new survey by diversified financial services leader Thrivent, the current environment – including mounting concerns over the economy, fear of recession and......
Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
Artificial Intelligence Fintech News

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

Business Wire
by Business Wire0
New platform includes a proprietary CRM system, client portal, marketing automation, and compliance and back-office support to provide advisors with unprecedented efficiency Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a national registered investment advisor......
1