Tag : financial planning

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 Newswire0
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 Desk0
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,......
Empower to Encourage Americans to Confront Everyday Money Concerns
Fintech News

Empower to Encourage Americans to Confront Everyday Money Concerns

Fintech News Desk
by Fintech News Desk0
Empower to answer 86% of America’s money questions with new TV spots for “What’s Next” brand campaign  By Global FinTech Series  The majority of Americans have questions about money like where to spend it and how to save it, though nearly 1 in 3 worry they’ll be judged for asking.1......
Financial Pressures Intensify: A Dual Challenge of Shrinking Savings and Escalating Credit Card Debt
Fintech News

Financial Pressures Intensify: A Dual Challenge of Shrinking Savings and Escalating Credit Card Debt

PR Newswire
by PR Newswire0
In a disconcerting revelation, the latest anonymized user data from Planswell unveils a dual challenge facing Americans across all income groups: a marked decrease in average monthly savings and a simultaneous rise in credit card debt. The user data, comparing 2022 to 2023, not only uncovers the strain on household finances,......
Impact Communications Supports BLX Internship Program
Fintech News

Impact Communications Supports BLX Internship Program

Fintech News Desk
by Fintech News Desk0
Pro bono PR services show executive leadership, company focus as 30th anniversary celebration continues into 2024 By Global FinTech Series News Desk Impact Communications, Inc. a marketing and PR firm focused exclusively on elevating the stature of independent financial advisors, fintech firms, and allied financial services companies, announced a partnership......
Origin Launches Mint Alternative: the First Personal Finance Platform that Offers Expert Guidance through AI Chat
Finance News

Origin Launches Mint Alternative: the First Personal Finance Platform that Offers Expert Guidance through AI Chat

GlobeNewswire
by GlobeNewswire0
Origin, the startup reimagining financial wellness for all, announced that it has launched the first personal finance platform to provide holistic tracking of net worth, AI-powered financial guidance, automated investing, easy tax filing, estate planning, and the option to meet with a Certified Financial Planner(CFP). Origin fills the void left......
Banking on Brilliance: George Acheampong Sets the Standard for Financial Thought Leadership
Finance News

Banking on Brilliance: George Acheampong Sets the Standard for Financial Thought Leadership

PR Newswire
by PR Newswire0
George Acheampong, an influential figure in personal finance, wealth building, and entrepreneurship, is leaving an indelible mark on the financial industry. As the Founder and Managing Partner of Capitalwize, LLC, a Financial Planning and Investment Management Firm, and the visionary behind Melanin Money Capital, a Venture Capital Firm focused on......
Merging Forces: Inszone Insurance Acquires Citizen Choice for Enhanced Service Reach
InsurTech News

Merging Forces: Inszone Insurance Acquires Citizen Choice for Enhanced Service Reach

Business Wire
by Business Wire0
Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is thrilled to announce the acquisition of Citizen Choice Insurance & Investments marking a significant step in expanding its service offerings in Nevada. “We are thrilled to welcome Citizen Choice Insurance into the Inszone Insurance family”......
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
by Business Wire0
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......
Deutsche Bank And Scalable Capital Reportedly Engaged
B2B Banking Investment Services News

Deutsche Bank And Scalable Capital Reportedly Engaged

Fintech Staff Writer
by Fintech Staff Writer0
A prospective investment Over the course of the past year, Deutsche Bank has steadily expanded its investing and advice offerings. A German business publication, Deutsche Bank, the largest bank in Germany, is in preliminary talks with Scalable Capital, a digital investing and broking platform, about a prospective investment or partnership......
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