Browsing Tag
FinTech
117 posts
Two Tech-Focused Firms Team to Streamline 401k Business
A lack of understanding about plan complexity might hold some advisors back
Envestnet Streamlines Divisions to Spur Financial Wellness Growth
New divisions will be split between wealth and asset management solutions, data and analytics and tech solutions
eCommerce for Pensions: A ‘Smart’ Idea Whose Time Has Come
'The idea is to use technology to make something intuitive, very low cost, and very scalable'
FutureFuel.io’s Laurel Taylor on the Student Debt Scourge and How Advisors Help
Student loan debt is a big problem that’s getting bigger, affecting multiple aspects of an employee’s financial life,…
How 401k Advisors Cost-Effectively Implement Wealth Management Services: RLS 2022
The challenges are actually enormous opportunities, and needed.
Itzoe’s Interview: Why FiduciaryRx is the Cure for What Ails Us
'By using the platform, advisors can deepen their conversations and make them more meaningful and actionable'
401k Fintech Firm FeeX Gets Major Capital Infusion, Changes Name
it allows financial advisors to 'securely and compliantly manage their clients’ held away accounts'
Why We Should Care About Fintech Companies: GRPAA 2022 Industry Leaders Summit
Venture capitalists invested $140 billion into U.S.-based startups in the first half of 2021
LeafHouse Leadership Change Puts Kading in Command
'We will be able to accelerate the programs we are bringing to the marketplace'
Personalization and Flexibility Key to Managed Account Tech Success
Technology and cost have traditionally limited the appeal of personalized managed account solutions