Tag : financial planning

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire085
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
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 Newswire0123
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......
OneStream Splash will Empower the Office of the CFO to Take Finance Further in a Complex Business Landscape
Finance News

OneStream Splash will Empower the Office of the CFO to Take Finance Further in a Complex Business Landscape

Business Wire
by Business Wire0198
OneStream’s 14th annual customer conference will enable finance leaders to drive corporate growth with AI-powered innovation, customer success stories and visionary keynotes OneStream Software, the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions — including financial close, consolidation, reporting, planning......
Accenture and Oracle Collaborate to Help Clients Accelerate Generative AI Adoption, Starting with the Finance Organization
Artificial Intelligence Fintech News

Accenture and Oracle Collaborate to Help Clients Accelerate Generative AI Adoption, Starting with the Finance Organization

Business Wire
by Business Wire0184
New solutions and use cases empower CFOs with generative AI to reinvent financial planning and analysis, helping to optimize operations and fuel growth Building on their ecosystem partnership of more than 30 years, Accenture (NYSE: ACN) and Oracle (NYSE: ORCL) are investing in new generative AI solutions, tools, and trainings......
Diebold Nixdorf Announces Thomas Timko as Chief Financial Officer
Finance News

Diebold Nixdorf Announces Thomas Timko as Chief Financial Officer

PR Newswire
by PR Newswire0189
Diebold Nixdorf announced the appointment of Thomas Timko as executive vice president and chief financial officer (CFO), effective May 17, 2024. He will be responsible for Diebold Nixdorf’s financial strategies, including optimizing the organization’s global financial systems and driving alignment of the company’s strategy to its financial performance to build value for stockholders and......
NewRetirement-Raises-$20-Million-in-Series-A-Funding-to-Scale-Enterprise-Partnerships-and-Increase-Access-to-Comprehensive-Financial-Planning
Finance Fintech News

NewRetirement Raises $20 Million in Series A Funding to Scale Enterprise Partnerships and Increase Access to Comprehensive Financial Planning

Business Wire
by Business Wire0161
The round was led by Allegis Capital and joined by Ulu Ventures, Nationwide Ventures, Fin Capital, Frontier Venture Capital, Cameron Ventures, Marin Sonoma Impact Ventures, Northwestern Mutual Future Ventures, Plug and Play Ventures and Motley Fool Ventures, bringing the company’s total funding to $20.8 million. NewRetirement, a comprehensive, digital-first financial......
The Gershman Group Partners with LPL's New PWM Platform
Fintech News

The Gershman Group Partners with LPL’s New PWM Platform

PR Newswire
by PR Newswire0156
The new platform, blending independence with employee benefits, represents a game-changer in the industry, positioning LPL as a formidable competitor against the likes of UBS, Morgan Stanley, and Merrill Lynch. Roger Gershman of The Gershman Group who is known to represent the who’s-who of elite advisors for both banks and independents believes LPL’s launch......
SURVEY: Middle-Income Americans Split on Outlook for Personal Finances
Finance Fintech News

SURVEY: Middle-Income Americans Split on Outlook for Personal Finances

Business Wire
by Business Wire0234
Purchasing power reaches highest levels since February 2022 Primerica, Inc., a leading provider of financial services and products in the United States and Canada, released its Financial Security Monitor™ (FSM™) survey for the fourth quarter of 2023 showing middle-income Americans evenly split on the outlook for their personal finances. The......
Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients' Wealth
Fintech News

Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients’ Wealth

PR Newswire
by PR Newswire0229
Through this partnership, Commonwealth’s affiliated advisors can seamlessly and securely manage clients’ retirement plan assets via Pontera, further enhancing their ability to support their clients’ long-term financial planning goals. Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announces it has signed an......
Policygenius Released Policygenius 2024 Financial Planning Survey
InsurTech News

Policygenius Released Policygenius 2024 Financial Planning Survey

Fintech News Desk
by Fintech News Desk0335
Wealthier Americans are the most likely to expect their debts to outlive them, according to the Policygenius 2024 Financial Planning Survey By Global FinTech Series News Desk According to a new report released today by insurtech leader Policygenius, nearly half of American adults (46%) expect that, if they died today,......
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