Browsing Tag
FinTech
118 posts
Personalization and Flexibility Key to Managed Account Tech Success
Technology and cost have traditionally limited the appeal of personalized managed account solutions
How to Successfully Scale a Small Business 401(k) Solution
At the center is technology, which is 'a means to the end, not the solution'
AI-Driven Retirement Planning Gets Boost with Riskalyze-FP Alpha Integration
Powerful combination of risk metrics and FP Alpha’s proprietary algorithms aims to reduce risk throughout a person’s financial life
Vestwell Sets Sights on BNY Mellon’s 529, State Savings Division
The cloud-based recordkeeper is aiming to increase savings participation with acquisition and expand its workplace platform offerings
Goldman Sachs, Ascensus Launch SMB Retirement Plan Solution
Combined technology platform will allow easier access to asset management, retirement expertise, and financial guidance
Fintech Under Fire: Benartzi Responds to SEC’s ‘Digital Nudge’ Warning
Initially praising technology's role in advancing investing for the public, Gensler's tone and focus quickly shifted
Betterment’s 401k Business Teams with Benefits Platform Lumity
On Thursday, Betterment’s 401k business announced a partnership with Lumity, a modern employee benefits and health insurance marketplace.…
T. Rowe Price Expands Relationship with Fintech Provider FIS
T. Rowe Price is getting nimbler in an effort to transform its full-service retirement recordkeeping business by expanding…
Empower Releases ‘Holistic Digital Financial Experience’ for Participants
Modern consumers understand and expect an “experience” and 401k participants are no different. Customized, intuitive, and—importantly—on demand are…
Streamlining Stress Relief: One FinTech Firm’s Important Innovation
Paid time off is a popular benefit, but problems arise when it goes unused—typically burnout, stress, and lower…