Tag : financial planning

Monolith Enlists First Direct and Egg Founder Mike Harris as Chairman
Business Fintech Investment Services News Risk Management Trading

Triterras Appoints Global Finance Veteran Adrian Kow Tuck Hoong to Board of Directors

Fintech News Desk
by Fintech News Desk0
Triterras Inc. , a leading fintech company for trade and trade finance, has appointed Adrian Kow Tuck Hoong to its board of directors, effective January 29, 2021. Adrian’s appointment follows the sudden passing of board member Martin Jaskel from surgical complications announced on January 5, 2021. Adrian has also been......
Bank Director’s FinXTech Features ABAKA in its Exclusive Technology Directory for Banks
Artificial Intelligence Banking Fintech News

Bank Director’s FinXTech Features ABAKA in its Exclusive Technology Directory for Banks

Fintech News Desk
by Fintech News Desk0
Company’s Artificial Financial Intelligence Platform selected for its proven performance in AI-powered recommendation and customer engagement ABAKA, the global leader in digital saving and retirement enterprise SaaS solutions, today announced it has been selected by Bank Director to be profiled in the prestigious FinXTech Connect directory. FinXTech Connect, powered by Bank Director, is a curated......
Foxquilt Announces New U.S. Headquarters in North Carolina and Brandon Hickey joining as VP Sales and Operations Leader
Business Fintech News

AdvicePeriod Welcomes New Partner Advisor In California

Fintech News Desk
by Fintech News Desk0
AdvicePeriod, a nationwide network of experienced, like-minded advisors, is pleased to announce the addition of Jeff Harley as a Partner Advisor in Ventura, California. As a veteran of the software & technology industry, Jeff has extensive first-hand experience with the complex world of equity compensation. Having navigated the waters from......
DBS to Double Recruitment of Financial Planning Advisors in 2021; Introduces Industry-First Insurance Consultant Role
Business Fintech News

DBS to Double Recruitment of Financial Planning Advisors in 2021; Introduces Industry-First Insurance Consultant Role

Fintech News Desk
by Fintech News Desk0
Bank will hire 650 financial planning advisors, has created a first of its kind insurance consultant role with Manulife Singapore As part of DBS commitment to help all customers, regardless of their income level or life stage, improve their financial wellbeing, the bank today announced plans to double the recruitment......
RobustWealth-Enhances-Online-Financial-Planning-Experience
Business Fintech News Risk Management

RobustWealth Enhances Online Financial Planning Experience

Fintech News Desk
by Fintech News Desk0
RobustWealth today announced the release of its updated client portal featuring an improved user experience that better guides individuals toward their investment goals. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies The most notable enhancement to the RobustWealth client portal is the......
Financial-Advice-is-(Finally)-Affordable-–-Status-Money-Launches-Virtual-Coaching-Starting-at-_3-per-Month
Business Fintech News

Financial Advice is (Finally) Affordable – Status Money Launches Virtual Coaching Starting at $3 per Month

Fintech News Desk
by Fintech News Desk0
Status Money announced today the launch of its financial coaching service that connects individual members with certified financial professionals via video conference. Access to professional financial guidance and advice has never been more important, with 40% of US investors surveyed by Cerulli Associates in October saying they need more advice......
Black-Owned Financial Company 'Cents Savvy' Announces New Money & Wealth Management Products to Promote Financial Literacy in Our Community
Business Fintech News

Black-Owned Financial Company ‘Cents Savvy’ Announces New Money & Wealth Management Products to Promote Financial Literacy in Our Community

Fintech News Desk
by Fintech News Desk0
The new website is home to a suite of financial literacy tools that educate clients at every stage of their financial planning independence and wealth creation. Cents Savvy is a newly relaunched website that offers articles, videos and daily expert tips for clients and readers that are focused on building......
Fidelity's eMoney Rolls Out Financial Planning and Wellness App
Business Fintech News

Fidelity’s eMoney Rolls Out Financial Planning and Wellness App

Fintech News Desk
by Fintech News Desk0
eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement plan advisors.......
5-B2B-Finance-Trends-to-Watch-in-2021
Business Fintech Investment Services News

5 B2B Finance Trends to Watch in 2021

Fintech News Desk
by Fintech News Desk0
MineralTree, an Accounts Payable (AP) and payments automation solution provider, expects to see some big shifts in back-office financial processes in 2021, propelled in a large part by the global pandemic and remote work requirements. Read More: BitGo Announces $16 Billion in Assets Under Custody Annual B2B payment volumes in the US are......
eMoney-Announces-General-Availability-of-Incentive_-a-Financial-Planning-and-Wellness-Mobile-App
Fintech Mobile Banking News

eMoney Announces General Availability of Incentive, a Financial Planning and Wellness Mobile App

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement......
1