Betterment has entered into an agreement with Goldman Sachs to acquire the digital investment accounts of the investment bank's Marcus Invest, as announced on Monday. Betterment will integrate Marcus... Read More
Advertisement
Future Focus
BY John Sullivan | 4/19/2024
It’s a bit of a surprise. Ted Benna is joining a fintech.
The man who’s (literally) been in the 401(k) space since the beginning is embracing technology in a bid to help close... Read More
BY John Sullivan | 4/12/2024
Retirement income is all the rage—or at least the idea of retirement income is all the rage.
Advisors, plan sponsors, and, yes, participants increasingly acknowledge the need for... Read More
BY John Sullivan | 4/4/2024
Human Interest is particularly interested in 401(k) plan investigations and audits by the Department of Labor.
The San Francsico-based fintech scoured the Employee Benefits Security... Read More
BY John Sullivan | 3/28/2024
It’s all about engagement.
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... Read More
BY John Sullivan | 3/21/2024
Capitalize, the 401(k) “locator” and rollover technology firm, is in good company.
The firm collaborated with the Center for Retirement Research (CRR) at Boston College on its 401(k)... Read More
BY John Sullivan | 3/14/2024
Tom Hansen and Tony Michael didn’t like the limitations of the recordkeeping software available on the market, so they built their own.
The proprietors of inVesti Financial developed... Read More
BY John Sullivan | 3/7/2024
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
BY John Sullivan | 2/29/2024
Coachella shocked concertgoers at the appearance of a surprise performer—iconic rapper Tupac Shakur—on the final day of the hipster music festival in 2012.
Shakur, killed in a hail of... Read More
BY John Sullivan | 2/23/2024
Consumers are increasingly aware of newer fintech firms, but is it translating to new assets?
Tech-powered offerings from new entrants now lead those form traditional financial services... Read More
BY John Sullivan | 2/15/2024
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.
Since then, founder Jean... Read More
BY John Sullivan | 2/1/2024
While many sectors (and companies) in 401(k) and financial services experiment with artificial intelligence (AI), Financial Finesse is diving right in.
The El Segundo, Calif.-based... Read More
BY John Sullivan | 1/25/2024
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.
The findings demonstrate... Read More
BY John Sullivan | 1/18/2024
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... Read More
BY John Sullivan | 1/12/2024
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)... Read More
BY John Sullivan | 1/4/2024
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.
The San Mateo... Read More
BY John Sullivan | 12/28/2023
Good tidings for Vestwell came just before Christmas with news that the digital retirement plan platform and recordkeeper raised $125 million in Series D funding. The company claimed the size... Read More
BY John Sullivan | 11/30/2023
Humans typically reject new technology, at least initially. Cars were killers and electricity sorcery, and so it is with artificial intelligence (AI), a Skynet-supported superintelligence... Read More
BY John Sullivan | 11/16/2023
The ability to benchmark against industry standards and similar retirement plans has been significantly expanded with the advent of artificial intelligence (AI).
San Francisco-based... Read More
BY John Sullivan | 11/7/2023
A relatively overlooked aspect of a recent Mercer/CFA Institute report found that artificial intelligence could present a significant problem for plan sponsors and participants (and advisors).... Read More
BY John Sullivan | 10/26/2023
Laurel Taylor was frustrated with her student loan experience, so much so that she founded a company to make it better for borrowers.
She routinely tells her story about how she went to... Read More
BY John Sullivan | 10/19/2023
An increasingly tight labor market means more employers are offering more benefits to recruit and retain workers. Unfortunately, it also means more confusion about the overall benefits... Read More
BY John Sullivan | 10/12/2023
Forget Fintech—Regtech is all the rage.
Identifying, implementing, and monitoring various state and federal regulations that apply to financial services is (obviously) a daunting task.... Read More
BY John Sullivan | 10/5/2023
A new Cerulli report argued that application programming interfaces (APIs) that enable seamless transmission of data within the wealth stack are increasingly important.
“As financial... Read More
BY John Sullivan | 9/29/2023
Fraud involving faulty distributions and takeovers of client accounts and retirement plans is an ongoing concern, and the anxiety over potentially losing savings that took a career to build... Read More
Recent Comments