Tag : financial goals

Fintech Company Stash Launches Stashworks, a Workplace Benefit Backed by SHRM That Partners With Companies to Power Saving for American Employees
Fintech News

Fintech Company Stash Launches Stashworks, a Workplace Benefit Backed by SHRM That Partners With Companies to Power Saving for American Employees

PR Newswire
StashWorks also welcomes the first cohort of customers totaling 20,000 employees from a mix of industries and trusted brands Stash, the investing app that empowers Americans to achieve financial goals, announced the launch of StashWorks, a new employer benefit platform that empowers salaried and hourly workers to improve their financial wellbeing.......
Peoples Financial Services and FNCB Bancorp, Announce Transformational Strategic Merger
Banking News

Peoples Financial Services and FNCB Bancorp, Announce Transformational Strategic Merger

PR Newswire
Peoples Financial Services Corp. and FNCB Bancorp, Inc. announced they have entered into a definitive agreement under which Peoples and FNCB will combine in an all-stock strategic merger valued at approximately $129.0 million based on a 20-day volume weighted average stock price for Peoples’ common stock of $44.13 as of September 26, 2023, resulting in an......
Priority Financial Group Announces Partnership with the Financial Planning Association of Greater Phoenix
Finance News

Priority Financial Group Announces Partnership with the Financial Planning Association of Greater Phoenix

Business Wire
Serves as ‘catalyst’ to strengthen FPAGP’s initiatives in professional development for its approximately 400 members Priority Financial Group (PFG), a third-party registered investment advisor (TP-RIA) serving financial advisors and financial institutions, is pleased to announce a three-year commitment of time, talent and financial resources to support the Financial Planning Association......
Research & Ranking Launches India's AI-Driven Financial Mentors Vasu and Vidya
Finance News

Research & Ranking Launches India’s AI-Driven Financial Mentors Vasu and Vidya

Fintech News Desk
Research & Ranking, the equity investment advisory brand and a part of Equentis Wealth Advisory Services Private Limited, with Teacher’s Day around the brand has launched India’s AI-driven financial Mentors Vasu and Vidya. Designed to empower individuals with comprehensive financial insights through engaging and visually appealing snackable content. Vasu and Vidya are......
How to Bridge the Financial Advice Gap for Millennials and Gen Z
Analytics Fintech Primers Guest Posts

How to Bridge the Financial Advice Gap for Millennials and Gen Z

Jennifer Valdez
The current economic environment is certainly challenging and for many, downright confusing. While some experts argue that the economy will avoid a downturn, others, including 95% of community bankers, believe the U.S. economy is already in a recession. With an economy we can’t quite seem to predict, younger generations are......
United Roosevelt Savings Bank Welcomes Local Lead Universal/Business Banking Specialist to Carteret's Hometown Bank
Banking News

United Roosevelt Savings Bank Welcomes Local Lead Universal/Business Banking Specialist to Carteret’s Hometown Bank

PR Newswire
URSB is delighted to announce the hiring of Barbra Aixa Villegas as the new Lead Universal/Business Banking Specialist. With Barbra’s extensive financial and banking expertise, she is poised to play a pivotal role in fostering relationships with the local business community. Barbra, a long-time resident of Carteret, brings more than a decade of invaluable......
FICO Provides Financial Literacy Empowerment with Free Credit Education Event During Chelsea FC’s Atlanta Stop
Fintech News

FICO Provides Financial Literacy Empowerment with Free Credit Education Event During Chelsea FC’s Atlanta Stop

Business Wire
FICO partners with U.S. Soccer Foundation and City of College Park to offer financial educational resources to attendees Global analytics firm, FICO, will host a free Score A Better Future credit education event on July 25, 2023, to provide Atlanta and surrounding area residents with the knowledge and educational tools......
Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds
Finance News

Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds

PR Newswire
Inflation and Financial Assistance to Loved Ones Among the Greatest Financial Shocks for Retirees Financial advisors across the industry report 40% of their retiree clients were forced into retirement, according to a new survey by financial services firm Edward Jones. Almost all financial advisors surveyed (97%) agree that retirement involves more surprises......
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
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......
Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago
Finance News

Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago

Business Wire
Nearly One Third of Generation Z and Young Millennials Check Portfolio Balances Daily Seven in 10 clients of financial advisors (69%) report spending more time checking their accounts online than they did two years ago, according to findings from Advisor360°’s latest survey. In addition, while 74 percent of respondents check......
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