Tag : investment options

The Standard Surpasses $1 Billion Milestone in PEP Assets
Finance Fintech News

The Standard Surpasses $1 Billion Milestone in PEP Assets

Business Wire
by Business Wire0
Employers are busier than ever and it is clear they are time-strapped and eagerly seeking relief. These factors created an ideal environment for The Standard’s PEP solution, a private-labelled offering advisors have been quick to embrace. “Successful PEPs reflect the strong partnerships that allow us to provide retirement products that......
CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
Investment Services News

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union

PR Newswire
by PR Newswire0
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in......
Grove Point Financial Brings on Forward Financial
Investment Services News

Grove Point Financial Brings on Forward Financial

Fintech News Desk
by Fintech News Desk0
Baltimore firm joins Grove Point to benefit from open-architecture platform, greater investment options and enhanced marketing tools Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Forward Financial, a Baltimore-based firm managing $34 million in assets. “As an experienced financial professional, Aaron is committed to......
J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services
Banking Finance News

J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Self-Directed Investing was named Best-in-Class for Education and Banking Services from StockBrokers.com as part of its annual review of the best online brokerage and trading platforms. “Clients have been asking for accessible educational content, at their knowledge level and right at their fingertips” J.P. Morgan also received strong marks......
MAG Partners With Coinmena to Facilitate Property Transactions Using Cryptocurrency
Cryptocurrency Digital Asset Management News

MAG Partners With CoinMENA to Facilitate Property Transactions Using Cryptocurrency

Fintech News Desk
by Fintech News Desk0
The developer aims to create new avenues for investors to diversify their investment portfolio via digital assets and further boost Dubai’s thriving economy MAG, the leading real estate developer in the UAE, has signed an agreement with CoinMENA, a leading crypto asset service provider in the Middle East and North Africa (MENA), to facilitate real estate......
Principal Launches New Variable Annuity Buffer Funds to Help Safeguard Investors From Market Volatility
Investment Services News

Principal Launches New Variable Annuity Buffer Funds to Help Safeguard Investors From Market Volatility

Fintech News Desk
by Fintech News Desk0
Principal Financial Group announced the launch of new buffer fund investment options within its variable annuity business aimed at helping customers balance the need to build and protect savings in retirement with managing risk. The new investment options provide both market growth and limited downside protection – two key factors......
Zaggle Partners With Tata Capital’s Moneyfy Platform to Offer Investment Products to Its 4.5+ Million Users
Fintech Investment Services News

Zaggle Partners With Tata Capital’s Moneyfy Platform to Offer Investment Products to Its 4.5+ Million Users

Fintech News Desk
by Fintech News Desk0
The partnership earmarks Zaggle’s foray into offering investment products Zaggle, a profitable SaaS FinTech company and a pioneer in digitizing business spends, partners with Tata Capital’s digital wealth management platform – Moneyfy. This will greatly benefit Zaggle users, who can now get easy access to a plethora of investment options......
N26 Launches New U.S. Brand Campaign featuring Comedian Jimmy O. Yang
Fintech Investment Services Mobile Banking News

German Neobank N26 Gets License To Operate In Brazil

Fintech News Desk
by Fintech News Desk0
N26, a neobank headquartered in Berlin, Germany, received its long-awaited license from the central bank of Brazil to start operations out of São Paulo, which was earlier scheduled to be launched almost two years ago. The license granted is known as Sociedade de Crédito Direto (SCD) which means to “direct......
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