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.
Voya Launches HSA ‘Digital Assistant’ for Participants
Voya Financial is helping participants with the “where and how” of health savings account (HSA) investing by launching…
April 16, 2020
Recordkeeping Revolution: How Tech Can (And Will) Upend the 401k Space
“Recordkeeping is broken.” Why that is and what to do about it was the subject of a recent…
April 9, 2020
Vestwell Tackles ‘Traditional’ 401k Recordkeeping with Latest Tech Release
Digital 401k platform Vestwell says it’s taking a leap forward in the technology it provides, “resetting the bar”…
March 4, 2020
401(k) Cashback Rewards Introduced at Major 401(k) Advisory Firm
FinTech firm EvoShare, a company that provides 401(k) cashback rewards programs for credit and debit card purchases, recently…
February 26, 2020
What’s Right and Wrong with Financial Wellness, Fintech and 401(k)s
Scott Colangelo has strong opinions about the 401(k) and retirement plan industry—and thankfully doesn’t hold back. “I feel…
January 13, 2020
5 Reasons 401(k) Advisors Should Use Google Alerts
Have you done something newsworthy? Are your events garnering local media? Has your blog article gone viral? By…
December 3, 2019
How to Free Advisors to Do What They Do Best
Deane Mayerhofer, Strategic Retirement Partners' Chief Operating Officer, describes the firm's "secret sauce," and how advisors benefit.
November 29, 2019
Financial Firms Struggling with E-Communication Compliance
The financial advisors that actually use social media are struggling to stay compliant, as ongoing innovation in electronic…
November 23, 2019
How Impulse Spending Became Impulse Saving (For Retirement)
EvoShare's Jose Anaya explains the innovative FinTech firm's cashback rewards program and its impact on saving behavior. It involves (what else?) behavioral economics to turn our self-defeating biases to benefits. Here's what it is and how it works.
November 16, 2019
What Small-Market Plan Sponsors Think of 401(k)s
There’s business to be had in the small(er) market, and 401(k) advisors now have more options to help…
November 13, 2019