Browsing Tag
FinTech
116 posts
Sanctuary Wealth Partners with Pontera for Held-Away Accounts Support
Partnership enables Sanctuary’s network of advisors to manage 401(k), 403(b), and other held away retirement assets
Fintech Company Arnie Aims to Promote the Modern 401(k)
Arnie looks to encourage flexibility and customization with their 401(k) portfolios
Josh Itzoe’s Been Busy, and 401(k) Advisors are Reaping the Benefits
Former TAPO honoree Josh Itzoe is now spending his days helping other 401(k) advisors.
Why Digital Distribution is Critical to Closing the 401(k) Coverage Gap
Sallus Retirement's Lisa Kottler says 98% of the U.S. employer market has less than 100 employees, and 90% have less than 20 employees.
A ‘Smart’ 4-Pronged 401k Strategy: Wealth@wor(k) 2022
'Our longer-term strategy is about delivering more and better personalized solutions'
Financial Finesse Launches VC Arm to Support Socially Responsible FinTech
Liz Davidson says the first-of-its-kind venture capital investor will back a new era of FinTech aligned with best interests of customers
Is 401k Fintech An Investment or Expense?
How you answer this question will likely determine your practice’s future
Two 401k-Focused RIAs Tap Fintech Vise for AI-Powered Custom Portfolios
Vise announces Greenstone Wealth Management and CPR Financial and Insurance Services are now using its platform
Are Plan Provider Tech Investments Paying Off With Participants?
Providers are using tailored messaging via multiple channels to improve the participant experience
Two Tech-Focused Firms Team to Streamline 401k Business
A lack of understanding about plan complexity might hold some advisors back