Tag : financial planning

Fourth Annual Academic Research Colloquium Aims to Deepen Financial Planning Knowledge
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Fourth Annual Academic Research Colloquium Aims to Deepen Financial Planning Knowledge

Fintech News Desk
by Fintech News Desk0
A fintech panel discussing new research on robo-advice and its implications on financial planning practice will take the spotlight at the fourth annual Academic Research Colloquium, February 20-22. The panel will be led by Dr. David Musto, Ronald O. Perelman Professor in Finance at The Wharton School, University of Pennsylvania. Musto also served as......
RightCapital Introduces RightPay
Banking Business Fintech News

RightCapital Introduces RightPay

Fintech News Desk
by Fintech News Desk0
An Innovative Payment Solution Integrated With the RightCapital Platform Helps Advisors Collect Periodic or One-Time Payments for Financial Planning Service RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables financial advisors to collect......
Financial Planning - Gen X-ers and Millennials Expect to Support Their Parents in Their Old Age, But Aren’t Planning for It Yet
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Gen X-ers and Millennials Expect to Support Their Parents in Their Old Age, But Aren’t Planning for It Yet

Abhishek Upadhyay
by Abhishek Upadhyay0
AgeUp recently came up with a new research on the financial planning approach of Gen X-ers and millennials towards their parents’ longevity. The research brought to light that even though a majority of Gen X-ers and millennials expected to provide financial support to their parents in their old age, they......
Abrigo’s New Asset/Liability Management Solution Helps Optimize Performance at Community Financial Institutions
Banking Fintech News

Abrigo Named One of the Best Places to Work in Financial Technology in 2020

Fintech News Desk
by Fintech News Desk0
Abrigo, the leading technology provider of compliance, credit risk, and lending solutions for community financial institutions, has been named one of the 2020 Best Places to Work in Financial Technology by Arizent, publisher of American Banker, National Mortgage News, PaymentsSource, Financial Planning and Digital Insurance. Created in 2017, this annual survey and awards program is designed to identify,......
Finario, the Purpose-Built SaaS Solution for Capex, Appoints Robert Fitzgerald as Senior Vice President, Sales & Alliances to Help Support Its Rapid Growth
Banking News

Enterprise SaaS Provider, Finario, Launches Proton – the Only Robust Workflow System Purpose-Built for Capex

Fintech News Desk
by Fintech News Desk0
Newest Member to Its Product Portfolio Addresses Unique Needs of Large Organizations With Complex Global Capex Approval Schemes Finario, the premier SaaS solution for Capex, has announced the launch of Proton ‒ a product specifically engineered to address the needs of large enterprises with complex Capex approval schemes. Because it is purpose-built......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
Host Analytics Rebrands as Planful
Banking News

Host Analytics Rebrands as Planful

Fintech News Desk
by Fintech News Desk0
Newly Unveiled Vision Reflects Value of the Company’s Continuous Planning Solution to Drive Faster, Confident Decision Making Host Analytics, Inc., a leading financial planning and analysis (FP&A) platform provider, announced that the company has changed its name to Planful, Inc. The name, Planful, is inspired by the company’s vision for......
Host Analytics Welcomes New Executives to Accelerate Global Growth
Banking Fintech Funding

Host Analytics Welcomes New Executives to Accelerate Global Growth

Fintech News Desk
by Fintech News Desk0
Seasoned Marketing, People, and Sales Executives Bring Decades of Industry Experience to the Company Host Analytics, a leading financial planning and analysis platform provider, announced the appointment of Melissa Dreuth, Rowan Tonkin and Pier Barattolo to its leadership ranks, bringing extensive expertise and experience in the planning software market. “I am excited......
Financial Planning: One Small Step 50 Years Ago
Capital Markets News

Financial Planning: One Small Step 50 Years Ago

Fintech News Desk
by Fintech News Desk0
One Small Step in 1969 Sparks a Profession That Has Delivered Holistic Financial Advice to Millions of Americans The movement toward a financial planning profession was sparked by a meeting of 13 individuals who came together to discuss a better way of providing financial advice. These pioneers saw the need......
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