retirement - FinTecBuzz

401GO Launches Mobile App to Enhance Retirement Planning Experience

BusinessWireJuly 5, 20245 min

401GO, a leading provider of retirement planning financial technologies, announced the public release of its highly anticipated mobile app. Designed to meet the evolving needs of its users, the app represents a significant advancement in accessibility and user-friendly technology, reinforcing 401GO’s commitment to customer-centric innovation. The app, available for both iOS and Android devices, empowers users to manage their retirement plans from the convenience of their smartphones. With a sleek, intuitive interface, the app provides...

Insurance

Voyant launches Retirement Planning Solutions

BusinessWireMarch 27, 20245 min

Sophisticated new financial planning and modeling tools allow advisors greater visibility and clarity into their clients’ financial futures Tools are designed to be offered through both enterprise and small businesses

Banking

BofA merges mobile apps for banking, investing, and retirement

PRNewswireMarch 22, 20247 min

New unified app receives 2024 Celent Model Bank award for customer-centered innovation

Investments

SageView Advisory Group to acquire Palmer Retirement Consulting

PRNewswireJanuary 11, 20244 min

Fort Wayne, Indiana-based Firm Continues SageView's Institutional Consulting Growth

Investments

RetirementInvestments launch new financial calculators

PRNewswireDecember 13, 20224 min

RetirementInvestments releases online modern financial calculators that website publishers can embed on their websites.

Insurance

Newfront Taps Greg Kaplan, CFA to Lead Retirement Team

PRNewswireOctober 28, 20224 min

Newfront, the tech-driven insurance brokerage based in San Francisco, announced that former Microsoft leader Greg Kaplan, CFA will serve as Senior Vice President over its award-winning Retirement Services team. Greg joins from Specialized Bicycle Components, an innovative bicycle manufacturer, where he was head of Strategic Finance and Operations. He brings 15 years of experience in the financial industry. “Greg is known for blazing trails and disrupting the status quo,” said Brian Hetherington, President at Newfront. “His ability to...

Crypto Currencies

1 in 4 Millennials Using Crypto to Fund Retirement- Investopedia

PRNewswireApril 5, 20225 min

A new survey from Investopedia (www.investopedia.com) found financial literacy education needs a major overhaul to keep up with dramatic generational shifts in investing and retirement planning. Ahead of Financial Literacy Month this April, the Investopedia 2022 Financial Literacy Survey asked 4,000 U.S. adults—1,000 each from Gen Z, Millennial, Gen X, and Boomer generations—about their financial know-how, habits, worries, and retirement plans. The results show many younger Americans are banking on riskier assets to pay for earlier retirements,...

Asset Management

Tegra118 Makes First Strategic Acquisition with Purchase of Retirement Income Planning Software

BusinessWireJune 12, 20205 min

RetireUp enables dynamic client-advisor interactions on retirement income, bringing exciting new capabilities to Tegra118’s front office solution set

Investment Platforms

PCS Retirement, LLC Becomes Wealth Management Group’s Exclusive Provider

PRNewswireMay 5, 20202 min

PCS Retirement, LLC Teams Up With WEI

Crypto Currencies

Bitcoin IRA™ Adds Physical Gold To Its 24/7 Self-Trade Retirement Platform

PRNewswireApril 3, 20205 min

The company now allows its clients to buy, sell and swap physical gold instantly on its platform. Inventory is available today despite shortages in gold supply.

Older Posts