Browsing Tag
FinTech
117 posts
Outdated 401(k) Rollover Processes Challenge, Frustrate Retirement Savers
New data from Capitalize highlights problems including most users being unable to complete a rollover unassisted and nearly half dealing with a paper check
Smart Expands Fiduciary Services to Advisors, Recordkeepers, TPAs
The services are intended to mitigate fiduciary risk among employers who lack the understanding, time, or expertise to carry out their fiduciary duties
Corporate Roundup: New Hires at Vestwell, Northern Trust, Wealthspire
Vestwell names a chief strategy officer, Northern Trust appoints a global FX leader, and Wealthspire Advisors hires a new advisor and announces their latest office
Founders Financial, Pontera Partner to Help Advisors Manage Held-Away 401(k)s
Strategic partnership enables Founders advisors to manage held-away accounts using Pontera
59% of Advisors Do Not Rollover Clients’ 401(k)s to IRAs
Pontera finding cited better 401(k) plan benefits as a reason for not rolling the account to an IRA
Vestwell Partners with Gusto on 360-Degree API-Based Integration
New deal will support both 401(k) plans and state auto-IRA programs
Broadridge Fi360: ChatGPT, SECURE 2.0, and a Rebrand
The first day of the conference touched on trends in the retirement plan market and recent developments within Broadridge Fi360
Vestwell Announces J.P. Morgan Partnership Among New Collaborations
The digital 401(k) recordkeeper will work on growing J.P. Morgan’s recordkeeping side and help with Chase’s small business 401(k) platform
OneDigital Partners with Pontera to Help Participants with Their 401(k)s
Partnership announced today enables wealth managers to offer premium in-plan guidance to clients
Altruist Gears Up to Challenge Fidelity and Schwab in $128 Trillion RIA Market
Jason Wenk’s 5-year-old fintech with heavyweight investors is now the third-largest custodian in the U.S. by number of firms served