financial planning

Using Tech And AI To Fill America’s ‘Retirement Advice Gap’
Using Tech And AI To Fill America’s ‘Retirement Advice Gap’
October 08, 2020  |  Personal Finance

With an estimated 10,000 U.S. baby boomers turning 60 every day now, retirement concerns are a major source of worry for many Americans. While the...

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insightsoftware Acquires Longview Solutions
insightsoftware Acquires Longview Solutions
February 20, 2020  |  B2B Payments

Enterprise resource planning (ERP) and enterprise performance management (EPM) company insightsoftware has announced its acquisition of financial planning and tax software provider Longview, according to a...

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Helping Millennials Live Financially Ever After
Helping Millennials Live Financially Ever After
April 12, 2019  |  Consumer Finance

When Honeyfi got off the ground in 2017, it had a pretty simple idea. Couples could better manage their financial lives if they had a...

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How Navy Federal Keeps Service Members’ Finances In Shipshape
How Navy Federal Keeps Service Members’ Finances In Shipshape
August 14, 2018  |  Credit Unions

In military life, alliances often provide key support to those on the front lines, helping them stay safe and be prepared for unexpected developments. The...

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Trump Administration Looks To Revive Variable Annuities
Trump Administration Looks To Revive Variable Annuities
May 29, 2018  |  Investments

Variable annuities (VAs), a widely criticized retirement savings product, is coming back thanks to President Donald Trump and his administration, which is gearing up to get rid...

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PayPal Integrates With Acorns
PayPal Integrates With Acorns
November 21, 2017  |  Investments

PayPal announced Monday (Nov. 20) it has inked a deal with Acorns, the investing platform, in which customers can use PayPal to fund their investment...

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PFM App NerdWallet Thins Out Staff Due To Lack Of Revenue Growth
PFM App NerdWallet Thins Out Staff Due To Lack Of Revenue Growth
November 17, 2017  |  Personnel

Personal finance startup NerdWallet laid off 53 people on Thursday – about 11 percent of its workforce – due to its failure to hit profitability...

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Mastercard’s Conversational Commerce Dialogue
Mastercard’s Conversational Commerce Dialogue
October 25, 2016  |  Mastercard

Ready to speak finance? To the fitness tracker around your wrist? Mastercard is betting that payments-enabled devices and a personalized service focused on personal finance...

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