Browsing Tag
401(k) Technology
295 posts
How Secure is 401k Money and Data?
It seems that most employees and plan participants “think” their retirement money and data are not at risk.…
New Retirement Plan Consulting Platform Launches for 401k Advisors
Ladenburg Thalmann Financial Services, home to some of the largest broker-dealers in the retirement space—including Securities America, Triad…
401k Advisors: Data, Disruption and (Avoiding) Age Discrimination
“Last year, I stood here and said you can either disrupt or be disrupted, and that has never…
Blockchain: A 401k Fintech Concept Whose Time Has Come
It’s widely acknowledged that 401k advisors are far from technology wizards, with some still relying on outdated Excel…
Fi360 Makes Major Fiduciary Fintech Acquisition
Fiduciary-related education and technology provider Fi360 said Tuesday that it’s acquired the Center for Fiduciary Management (CFFM), an…
As Good as It Gets: What Advisors Want and Need from 401k Fintech
Ask top advisor Dorann Cafaro what she needs from 401k fintech firms and recordkeepers and you’ll get a…
New Financial Wellness FinTech Incorporates Artificial Intelligence
Financial wellness is top-of-mind. Both employers and employees are asking for it, and in response, the industry is…
Workers Prefer to DIY Common HR Tasks
We pay our bills, file taxes, check out at grocery stores, and order food using our phones—all online.…
What Digital Transformation Means for 401(k) Advisors
Digital transformation has already happened across multiple industries—and financial advising has been slow to catch up. Digital transformation…
2018 Fi360 Conference – Edward Dressel, Retire Ready Solutions
We talk with Retire Ready Solutions’ Ed Dressel. The video titled “2018 Fi360 Conference – Edward…