Browsing Tag
FinTech
117 posts
FinTech, short for Financial Technology, refers to the innovative use of technology to improve, automate, and deliver financial services. It encompasses solutions like digital payments, mobile banking, peer-to-peer lending, robo-advisors, blockchain, and insurtech. By leveraging software, data, and modern platforms, FinTech makes financial services more efficient, accessible, and customer-centric, transforming how individuals and businesses manage money.
401(k) Technology and Integration Pays Off
Jerry Bramlett discusses FuturePlan's rebranding and tech upgrades at the NAPA 401(k) Summit, highlighting TPA services and partnerships.
Where Are We With Financial Wellness Technology?
And is it a build or buy play for the advisor? Steve Wilbourne with Questis clues us in.
401(k) Advisors are Late to Digital Transformation
While many businesses are talking about digital transformation, relatively few have actually implemented it. According to a recent…
Goldman Gives Vestwell $30 Million
Vestwell Series B funding raises $30M to expand its digital retirement platform with support from Goldman Sachs and top investors.
Schwab’s New Pricing Model: Danger to 401(k) Advisors?
Charles Schwab jumped into the fee-for-service financial planning market on March 28 with the announcement that it is moving to a new subscription pricing model for Schwab.
Massachusetts Regulator Convenes FinTech ‘Working Group’
FinTech Advisory Group formed in Massachusetts to guide fintech businesses, support innovation, and strengthen securities regulation.
Two Giants Team to ‘Reimagine Retirement’
This should get some attention. What happens when investment behemoth Blackrock (with $6.44 trillion in assets) teams with tech…
Robo Advisors Rev Up in the 401(k) Space
Is the so-called smart money backing low fee 401(k) providers with a fully-automated slant?
2018 TAPO Judge: Tony Mingo’s Next-Level Fintech
If you’re looking for a financial wellness and education platform that actually works (who isn’t) vWise is it.
Shock (Not)! Tech Tools Significantly Boost 401k Savings Habits
Self-driving cars will soon become commonplace. Next up, self-driving money? Technology is altering almost all areas of modern…