Tag : Retirement planning

Questal Secures Strategic Funding to Accelerate Next-Gen Personal Financial Management Platform
Commerce Digital Payments Finance Fintech Fintech Primers Investments Markets News Payment gateways Property Recommended Stock Market Technology

Questal Secures Strategic Funding to Accelerate Next-Gen Personal Financial Management Platform

Cision PRWeb
by Cision PRWeb0
Questal Inc., owner and operator of financial wellness service provider Questis and a leader in innovative financial technology, announced the successful closing of its Seed Series funding round. The $3.2 million investment, led by a prominent Silicon Valley family office and seasoned experts in retirement planning, wealth management, and financial services is a......
AI WealthTech company Range Raises $28 Million Series B Led by Cathay Innovation
Artificial Intelligence Finance Fintech News

AI WealthTech company Range Raises $28 Million Series B Led by Cathay Innovation

PR Newswire
by PR Newswire0
The new face of wealth management creates ai powered software to drive optimization; membership is increasing 20% MoM, Appoints Chris Davidson of House Call Pro as CTO Range, the all-in-one AI WealthTech platform, raised $28 million in Series B funding, led by Cathay Innovation and joined by Gradient Ventures and......
WeFIRE Introduces AI-Powered Financial Assistant to Transform Financial Management
Artificial Intelligence Fintech News

WeFIRE Introduces AI-Powered Financial Assistant to Transform Financial Management

GlobeNewswire
by GlobeNewswire0
WeFIRE, a leading app dedicated to financial independence and early retirement planning, has announced significant enhancements to its financial management platform. These updates introduce advanced features aimed at equipping users with more robust tools and insights to achieve their financial goals more efficiently. AskCopilot: A Personal Finance Assistant A standout......
Artificial Intelligence Featured Finance Fintech Investments Machine Learning Robotic Process Automation

Top FinTech Startups Revolutionizing Retirement Planning

Fintech Staff Writer
by Fintech Staff Writer0
Retirement planning has long been a complex and daunting task for many individuals. Traditional methods often involve navigating a maze of investment options, understanding tax implications, and predicting long-term financial needs. However, with the advent of financial technology (FinTech), the landscape of retirement planning is undergoing a revolutionary transformation. Several......
A Quarter of Women in the Workplace Fear They’re “On the Wrong Track” for Retirement
Investment Services News

A Quarter of Women in the Workplace Fear They’re “On the Wrong Track” for Retirement

PR Newswire
by PR Newswire0
Survey reveals gender gap in retirement readiness and confidence among employer-sponsored retirement plan participants In a year where more Americans are reaching 65 than ever before, lingering economic concerns are casting a shadow over many workers’ retirement prospects. Research from the Nationwide Retirement Institute (NRI) reveals a gender disparity in retirement confidence and readiness......
MAI Capital Management Acquires Wiener Financial Management
Finance Investment Services News

MAI Capital Management Acquires Wiener Financial Management

Business Wire
by Business Wire0
This marks MAI’s 28th acquisition, further strengthening its national expansion MAI Capital Management, LLC, a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Wiener Financial Management. “Wiener Financial Management adds depth to our existing mid-Atlantic team and......
$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner
Finance News

$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner

Fintech News Desk
by Fintech News Desk0
tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology tru Independence, a $9 billion national independent advisory growth platform, announced the latest advisor partner to join — Channel Wealth. The firm is headquartered......
Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform
Finance News

Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform

Fintech News Desk
by Fintech News Desk0
Boston-based OSJ Affiliates with Advisor Group Through SagePoint Financial From Securian Financial Services Advisor Group Inc., the nation’s largest network of independent wealth management firms, announced the successful recruitment of Brian Falconer and his team of 16 registered representatives to its platform. Wealth Management Resource Group, with $203 million in total client assets,......
RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies
Commerce Finance News Technology

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies

Fintech News Desk
by Fintech News Desk0
RetireUS is launching an exciting online platform designed to help Americans easily define a clear path toward financial freedom. The full-service program makes planning for retirement with a Certified Financial Planner™ more affordable than ever, with subscriptions available for as little as $10 / week. According to the latest findings, nearly half......
Financial Planning - Gen X-ers and Millennials Expect to Support Their Parents in Their Old Age, But Aren’t Planning for It Yet
Insights InsurTech News

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......
1