Tag: technology

Although 94% of employers reported in a recent survey that they are responsible for their employees’ financial well-being, only 57%...

Wayne Park is leaving American Century Investments to lead John Hancock's retirement plan and recordkeeper business.

Insurance powerhouse Gallagher’s pending acquisition of Buck will further its strategy of providing the full scope of financial planning to...

Many advisers complain about lack of automation and functionality and prefer a platform that gives them more time to focus...

Gallagher says the deal adds a financial asset management platform to meet plan sponsor demand for holistic retirement plan participant...

Both companies offer the option to customize and manage service providers across employee benefit, payroll and accounting services.

However, the majority would prefer to interact with a human adviser, as opposed to a robo adviser.

“These digital and service model investments support our efforts to bring the best from both organizations to provide unparalleled value to participants, clients, advisers and consultants,” says Renee...

The Secretary of the Commonwealth says the FinTech Working Group is the first dedicated team established by a state securities regulator specifically to provide support to, and receive...

While it took on average 121 years for countries to adopt steam and motor ships after they were first invented, it took only 16 years for personal computers...

FINRA asks advisers to share their insights about “fintech innovation in the broker/dealer industry,” while also unveiling a new structure for its enforcement staff.

They are also harnessing the competitive edge of AI.

Advisers are using new planning models and smarter technology, including automation, so that they can offer personalized service, SEI finds.

Clients can issue payments via a credit card or bank account.

Besides revamping the public website, the participant and plan administration portals have also been enhanced.