Tag : financial goals

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
by Jennifer Valdez0
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
by PR Newswire0
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
by Business Wire0
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
by PR Newswire0
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
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......
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
by Business Wire0
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......
WMBT Holdings to Land on GDEx, Leading Digital Stock Industry Trends
Digital Asset Management News

WMBT Holdings to Land on GDEx, Leading Digital Stock Industry Trends

Business Wire
by Business Wire0
WMBT Holdings, a leader in the digital asset management industry, proudly announces its upcoming listing on GDEx, the European exchange, embracing the strong growth momentum of the digital stock industry. With the global rise of the digital economy, digital stocks have become the focal point for investors, and WMBT Holdings......
SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
Finance Investment Services News

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

PR Newswire
by PR Newswire0
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility SEI announced the addition of two tax-managed strategies to its suite of models featuring Capital Group. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds—deliver the ability to actively tax-loss harvest and offer flexible investment solutions......
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
by Business Wire0
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
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