Tag : financial decisions

Harris Evans Launches Coin and Seed Wealth Management, Partnering with Thoroughbred Financial and Osaic
Finance News

Harris Evans Launches Coin and Seed Wealth Management, Partnering with Thoroughbred Financial and Osaic

PR Newswire
by PR Newswire0
Harris Evans announced the launch of Coin and Seed Wealth Management, an independent wealth management firm built to serve more clients and help them make confident, long‑term financial decisions. The firm is founded on a client‑first philosophy, offering personalized guidance through a flexible, advisor‑led model that prioritizes clarity, confidence, and......
Erneroy.com Launches as a Multi-Topic Educational Platform Focused on Financial Literacy, Investing and Public Learning
Finance News

Erneroy.com Launches as a Multi-Topic Educational Platform Focused on Financial Literacy, Investing and Public Learning

Cision PRWeb
by Cision PRWeb0
Erneroy.com is an educational blog platform focused on financial literacy, investing, personal development, and a wide range of public interest categories. The site aims to provide clear, accessible information that encourages lifelong learning and community discussion. Erneroy.com Launches as a Multi-Topic Educational Platform Focused on Financial Literacy and Public Learning......
Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go
Fintech Investment Services News

Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

PR Newswire
by PR Newswire0
Altoo AG, a fintech that empowers investment professionals, family offices, and individual wealthy clients to conveniently oversee their wealth, has announced a significant upgrade to its mobile app. This enhancement empowers users to make informed financial decisions with greater confidence, while also allowing financial advisors to focus more on client......
New MoneyLion Financial Literacy Report Sheds Light on the 2024 Financial Landscape for U.S. Hispanics
Finance Fintech News

New MoneyLion Financial Literacy Report Sheds Light on the 2024 Financial Landscape for U.S. Hispanics

Business Wire
by Business Wire0
The MoneyLion Understanding U.S. Hispanic Financial Literacy & Empowerment 2024 Report explores financial literacy and attitudes toward personal finance within the U.S. Hispanic community MoneyLion (“MoneyLion”), a digital ecosystem for consumer finance that empowers everyone to make their best financial decisions, shared findings from a new Understanding U.S. Hispanic Financial......
Talkdesk survey finds half of consumers are optimistic about artificial intelligence in financial services, but age matters
Artificial Intelligence Finance Fintech News

Talkdesk survey finds half of consumers are optimistic about artificial intelligence in financial services, but age matters

Business Wire
by Business Wire0
Findings reveal a generational divide, with millennials leading the charge in interactions with artificial intelligence chatbots; older generations prefer a human touch  Generations differ in artificial intelligence (AI) chatbot usage and comfort levels. While more than half (61%) of respondents interact with a financial services chatbot monthly, this number varies......
Cinnamon Wealth Catalysing Financial Freedom for Women's Empowerment in Personal Finance
Finance News

Cinnamon Wealth: Catalysing Financial Freedom for Women’s Empowerment in Personal Finance

PR Newswire
by PR Newswire0
Offering Inclusive Financial Services and Advocating for Women’s Active Role in Wealth Management Women play a crucial role in binding a family together. Cinnamon Wealth advocates for Women’s active involvement in shaping their family’s financial decisions, recognising that they are both contributors and beneficiaries of the family’s wealth. The company was founded......
Banking on Brilliance: George Acheampong Sets the Standard for Financial Thought Leadership
Finance News

Banking on Brilliance: George Acheampong Sets the Standard for Financial Thought Leadership

PR Newswire
by PR Newswire0
George Acheampong, an influential figure in personal finance, wealth building, and entrepreneurship, is leaving an indelible mark on the financial industry. As the Founder and Managing Partner of Capitalwize, LLC, a Financial Planning and Investment Management Firm, and the visionary behind Melanin Money Capital, a Venture Capital Firm focused on......
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......
Consumers Want an All-in-One Platform to Manage Their Finances While Businesses Invest in Future Forward Tech, According to FIS Study
Finance News

Consumers Want an All-in-One Platform to Manage Their Finances While Businesses Invest in Future Forward Tech

GlobeNewswire
by GlobeNewswire0
FIS Financial Services Expectations vs Reality research asked US and UK consumers about their personal financial decisions and business executives’ investment and innovation plans. 47% of consumers said access to a single platform to manage all their financial services activity from all their providers was their top priority. 91% of financial services......
Financial Literacy for All Welcomes American Express, Dow Jones, and Moderna to its Mission of Advancing Financial Literacy
Finance News

Financial Literacy for All Welcomes American Express, Dow Jones, and Moderna to its Mission of Advancing Financial Literacy

Business Wire
by Business Wire0
Prominent Companies Join Growing Coalition of Leading Organizations in a 10-Year Initiative to Promote Financial Literacy Throughout the U.S. Financial Literacy for All (FL4ALL), a national initiative dedicated to embedding financial literacy into the nation’s schools, workplaces, communities, and culture, announced that American Express, Dow Jones (a division of News......
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