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.
Yellen Bashes Bitcoin as Volatile, Inefficient, Illicit
Remarks from Treasury Secretary Janet Yellen about cryptocurrency at the New York Times DealBook conference sent red-hot Bitcoin…
Fintech Startup Capitalize Raises Over $12M to Stem Rollover Tide
New York-based fintech startup Capitalize aims to make it easier for Americans to keep what they’ve saved in…
Fintech Launches Financial Literacy Platform for Kids
The need for financial education at younger ages is by now well-documented, and certain states—Rhode Island for instance—have…
Vestwell, Franklin Templeton Partner on Upcoming Managed Account Solution
Vestwell has partnered with Franklin Templeton to develop a customizable managed account solution, the recordkeeper announced on Wednesday.…
Financial Wellness in a Digital Age: Actionable Ways to Engage Participants
Implementing financial wellness programs with plan sponsors was already hard. Cue COVID-19 and the challenges have multiplied. Advisors are no longer…
Vestwell, Envestnet Partner on 401(k) Investment Management
Vestwell announced a partnership on Wednesday with Envestnet to give advisors who use its platform access to Envestnet’s…
EvoShare, BPAS Team to Introduce Cashback Provider IRARewards
Fintech is turning impulse spending into impulse saving, using our inherent biases and bad behavior to our advantage…
Too Many Choices Hinder Advisor Tech Adoption
Fewer choices, more adoption? Moderate levels of choice may encourage greater advisor fintech adoption, according to Cerulli Associates.…
How to Prospect, and Drive, 401k Business in a Virtual Setting
A timely topic was tackled recently at the EXCEL 401(K) Digital Series featuring an all-star panel of top…
How Advisors Ease Non-Revenue-Generating Pain Points: Excel 401(k) 2020 Digital Series
While workplace retirement plans are the only source of invested assets for the majority of Americans, most plans…