Browsing Tag
FinTech
119 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.
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
Fiduciary Benchmarks Launches ‘Business Management Dashboard’ with LPL
Fiduciary Benchmarks (FBi) and LPL Financial are teaming up to offer advisors more oversight and convenience. FBi said…
November 5, 2019
Free Webinar Kicks Off Inaugural ‘HSA Day’ October 15
Jean Chatzky will moderate a live-streamed panel discussion at 3 p.m. October 15 to highlight the first annual National HSA Awareness Day.
October 14, 2019
Fidelity Joins ‘Zero Fee’ Trading Frenzy
Fidelity zero commissions offer includes free online stock, ETF, and option trades, plus higher-yield cash options for investors.
October 10, 2019
Broadridge Buys Fi360 to Boost Reg BI Solutions
Broadridge acquires Fi360 to expand fiduciary tools, boost retirement solutions, and strengthen wealth advisor support.
October 10, 2019
Tech Trends for 401k Advisors: GRPAA Finnovation Conference
A Friday morning panel discussion on fintech in the 401k advisor space at the GRPAA Finnovation Conference in…
October 4, 2019
FinTech Focus of GRPAA ‘Finnovation’ Conference
Bill Chetney kicked off GRP Advisor Alliance annual summit at San Diego’s historic Hotel Del Coronado Friday morning…
October 4, 2019
401k Plan Enrollment? There’s an App for That
Maybe we shouldn’t get mad at the youngins for staring at their phones—they might be signing up for their company’s retirement plan.
September 18, 2019
12 Steps to Next-Generation Financial Wellness Fintech
The vast majority of Americans get their financial needs taken care of at work by their employer’s compensation…
September 16, 2019