Payroll Integrations Automates SECURE 2.0 Compliance in Minutes
December 6, 20246 min
Technology Company Enables Businesses to Boost Retirement Plan Participation and Employee Savings with Seamless Auto-Enrollment Ahead of January 2025 Deadline
Half of finance professionals (53%) have been attacked with deepfake scamming attempts, with 43% admitting they have fallen victim to an attack according to new data from Medius, a leading provider of cloud-based accounts payable automation and spend management solutions. 85% of respondents say deepfake technology poses an existential crisis to the business’ financial security. Ahmed Fessi, Chief Transformation & Information Officer, explains: “Today’s CEOs and CFOs have large digital footprints. They have speeches, interviews...
LPL Financial welcomes Strategic Wealth Partners
April 30, 20244 min
LPL Financial LLC announced that the advisors at Strategic Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported serving approximately $860 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Financial. With 25 years of financial planning experience, Strategic Wealth Partners owner Ryan Rayburn, CFP®, occupied various leadership, recruitment and mentorship roles throughout his career before stepping back to work more closely with individuals and multi-generational...
EarlyBird unveiled EarlyBird 2.0: Family Finance Reimagined
July 27, 20234 min
EarlyBird, the leading innovator in family finance, proudly announces the highly anticipated launch of EarlyBird 2.0. This groundbreaking new platform sets an elevated standard in family finance, introducing a novel approach that uniquely combines fintech and social. With EarlyBird’s newest launch, they aim to foster financial growth for children by introducing a unique community-based investing experience that connects family and friends to the children they love through the celebration of meaningful milestones and moments. “After...
Zach Buchwald to lead Russell Investments as CEO and Chairman
February 9, 20237 min
Leveraging significant leadership experience in asset management, Buchwald, former head of BlackRock’s North America institutional business, will focus on driving the global investment solutions firm’s next phase of growth
Dayforward Acquires Commercial Travelers Life Insurance Company
January 24, 202310 min
The digital-first life insurance company builds on its initial successful launch with a carrier acquisition to expand nationally, bringing financial security to families with revolutionary new products and technology
Intellicheck Offers Free Fraud Protection to Financial Institutions and Retailers
April 30, 20204 min
Intellicheck, Inc. (Nasdaq: IDN) is offering its leading fraud fighting technology solution Retail ID Web to banks, credit card issuers, payment providers and retailers at no cost for 90 days in response to the explosion in online fraud during the nationwide COVID-19 stay-at-home and limited reopening environment. Multiple financial institutions and retailers are using this tool to stop fraudulent account takeovers, new account openings and purchases in this increasingly person-not-present environment. Intellicheck CEO Bryan Lewis...
Women Focus on Short-Term Financial Planning, But Fewer than Half are Requesting a Pay Raise
March 7, 202011 min
Third-annual study by Laurel Road examining financial literacy shows women lack financial confidence, despite having similar knowledge as men
NICE Actimize Fraud Solutions Support Recent OCC Guidelines
February 28, 20204 min
NICE Actimize’s integrated fraud and AML platform enables FSOs of all sizes and types to address key elements of recent Bulletin guidance
Aarti S. Shah Appointed to Northwestern Mutual Board of Trustees
February 21, 20204 min
Northwestern Mutual, a leading financial security company, announced today that Aarti S. Shah, Ph.D., has been appointed to serve on the company’s board. Shah is the senior vice president and chief information and digital officer for Eli Lilly and Company, a global healthcare leader. She is an accomplished executive with extensive experience in advanced analytics and data sciences, technology, cybersecurity, digital transformation, drug development and commercialization. “Aarti is known for leading a global team of several thousand...