Mark Rossen, vice president of sales and marketing at O’Neil Digital Solutions, said the company’s goal was to help advisers strengthen relationships with their customers by providing them with “confidential and time-sensitive documents anywhere and in any format they choose.”
A new Corporate Insight report offers a brief history of the development of financial services technology security measures introduced since 1996—delivering for retirement plan fiduciaries important contextual information about today’s evolving best practices.
Forty-five percent of African-Americans who bring
home $75,000 or more say they feel less than financially secure compared with
just 28% of other Americans in the same income category.
A variety of financial obstacles ranging from sticking to a budget to saving for the future are keeping Millennials up at night, according to a study by Wells Fargo.
The firm is taking a tech-first and mobile-ready approach
toward helping employers roll out student loan refinancing as a benefit option
for employees.
In an ever-evolving fiduciary landscape, the tool aims to identify in real time issues that may put plan advisers at risk, such as the availability of lower-cost share classes.
