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.
Ascensus to Launch Digital Retirement Plan Sales Proposal System
Ascensus announced that it will launch a new, customizable retirement “digital sales experience.” Central to the release is…
Why Dashboard Technology is Critical to Diversifying Employee Benefits
Commoditization, roll-ups, earnouts—all (metaphorical) death for “traditional advisors” in the 401(k) space who are not scaling their practices,…
Reaching Small Biz Market Still Big Challenge for 401k Advisors
While the coronavirus pandemic has forced workers to rapidly adapt to a digital world, it is not the…
Top Broker-Dealers Ranked By Advisors
J.D. Power is out with its list of broker-dealers that outperform, surveying financial advisors and their levels of…
New 401(k) RFP Dashboard Aims to ‘Empower Advisory Firms’
A dashboard to seamlessly integrate relevant RFP tools and features? It invariably makes the 401(k) advisor more efficient,…
Expand Financial Acquires Dream Forward’s 401(k) Business
Expand Financial Acquisition enhances 401(k) services by integrating Dream Forward’s clients with strong retirement plan consulting.
GoalPath, Questis Team to Tackle COVID-19 Investor Impact
Practice management and back-office support platform GoalPath Solutions has integrated its defined outcome investment solution with financial wellness…
New Digital Tool Helps 401k Participants Project Retirement Outcomes
A new tool will help individuals in retirement plans project their own retirement readiness and model different steps…
401(k) Cashback Provider EvoShare Expands During COVID Crisis
EvoShare, a micro savings-oriented FinTech startup that allows for cashback rewards in 401(k)s, made two major announcements in…
Nationwide Moves to Permanent Work-From-Home Strategy
Nationwide took that step yesterday, announcing it will permanently transition to a hybrid work model that combines working…