Fintech Friday

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Fintech Friday: It’s Time to Get Emotional About Participant Engagement

By: John Sullivan | 03/29/2024

Basic psychology tells us that groundwork must be laid before getting someone to act. Yet too many tools in the retirement plan and financial services industries fail this basic tenet, resulting in low engagement and lower participation. Read More

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Fintech Friday: Tracking Elusive 401(k) Statistics

By: John Sullivan | 03/22/2024

Capitalize, the 401(k) “locator” and rollover technology firm, is in good company. Read More

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Fintech Friday: DIY Recordkeeping Software Development

By: John Sullivan | 03/14/2024

Tom Hansen and Tony Michael didn’t like the limitations of the recordkeeping software available on the market, so they built their own. Read More

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Fintech Friday: Younger 401(k) Participants Demand Increased Personalization

By: John Sullivan | 03/07/2024

It’s hardly news that younger generations like to (over)share, particularly on Insta, TikTok, and other social media apps, which can lead to questionable outcomes with long-term consequences. Read More

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Fintech Friday: What Tupac, Steven Spielberg, and Plan Advisors Have in Common

By: John Sullivan | 03/01/2024

Ckepenik, Senior Vice President of Retirement & Wealth with OneDigital, is known for the “big idea.” Read More

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Fintech Friday: New(er) Fintechs Lead Legacy Firms in Awareness, But …

By: John Sullivan | 02/23/2024

Consumers are increasingly aware of newer fintech firms, but is it translating to new assets? Read More

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Fintech Friday: Simplicity, SECURE 2.0 Power New Digital 401(k) Start-Up

By: John Sullivan | 02/16/2024

The timing couldn’t have been better. Penelope, a digital retirement plan recordkeeper, launched roughly a year and a half ago—right before SECURE 2.0 passed. Read More

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Fintech Friday: Why ‘Iterative’ AI Is the Financial Wellness Future

By: John Sullivan | 02/01/2024

While many sectors (and companies) in 401(k) and financial services experiment with artificial intelligence (AI), Financial Finesse is diving right in. Read More

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Fintech Friday: How Advisors React to Bad Technology

By: John Sullivan | 01/25/2024

Despite a reputation for being unsophisticated with their use of technology, 92% of advisors would “jump ship” over bad technology and 44% say they already have. Read More

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Fintech Friday: Commonwealth Picks Pontera for 401(k) Management Help

By: John Sullivan | 01/18/2024

In another win for helping advisors deal with assets that are “held away,” Pontera, the fintech company helping retirement plan participants receive professional 401(k) management from their financial advisor, announced that it has signed an agreement with major independent broker-dealer Commonwealth Financial Network. Read More

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FinTech Friday: Predictive Analytics in Retirement Plan Design

By: John Sullivan | 01/12/2024

Without a doubt, fintech firms are using AI and innovative technology in new and exciting ways, but using predictive analytics in retirement plan design, specifically in the area of 401(k) tax planning optimization? Read More

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FinTech Friday: Closing the Retirement Plan, Wealth Management Gap

By: John Sullivan | 01/04/2024

Franklin Templeton is making news—first with its blockbuster acquisition of Putnam Investments (and the talent that comes with it) and now in the financial wellness space. Read More

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