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Empower Applauds Executive Order Supporting Broader Investment Access in 401(k) Plans
GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--Empower today expressed strong support for a new executive order directing the Department of Labor (DOL) to reevaluate guidance around alternative asset investments in retirement plans and work with the Securities and Exchange Commission (SEC) and the Treasury Department to explore expanded access to a broader range of asset classes—including private investments, cryptocurrency, lifetime income, and other investment types—within 401(k) and other define...
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NerdWallet Reports Second Quarter 2025 Results
SAN FRANCISCO--(BUSINESS WIRE)--NERDWALLET REPORTS SECOND QUARTER 2025 RESULTS...
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University of Phoenix and Goalsetter Continue Financial Wellness Webinar Series With Focus on Setting Families up for Financial Success
PHOENIX--(BUSINESS WIRE)--University of Phoenix is pleased to continue its webinar series with Goalsetter, an award-winning financial education platform dedicated to helping individuals and families achieve financial wellness through engaging and practical resources. The tenth installment of the series, “Investing in Families’ Future and Setting Kids Up for Financial Success,” will take place on Tuesday, August 19, at 12 p.m. MST. This session, featuring Goalsetter Founder and CEO Tanya Van Cou...
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InvestCloud entwickelt die erste einer neuen Generation von KI-unterstützten Lösungen, um die Beratungsproduktivität und die Interaktion mit Kunden zu verbessern
LOS ANGELES--(BUSINESS WIRE)--InvestCloud, global führend in Technologie für das Wealth Management, hat heute die erste einer neuen Generation von KI-unterstützten Lösungen vorgestellt, die die Produktiviät von Beratern erhöhen und mehr Wert für Kunden erzeugen sollen. Die neuen Lösungen, Intelligent Screening und Intelligent Meeting, wurden durch Technologien von smartKYC erweitert. Dieses Unternehmen ist führend in der Entwicklung von KI-unterstützten Know Your Customer (KYC)-Lösungen für das...
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InvestCloud propose le premier système d'une nouvelle génération de solutions alimentées par l'IA afin d'augmenter la productivité des conseillers et améliorer l'engagement client
LOS ANGELES--(BUSINESS WIRE)--InvestCloud, leader mondial des technologies de gestion de patrimoine, a annoncé aujourd'hui le lancement d'une nouvelle génération de solutions alimentées par l'IA qui permet aux conseillers d'augmenter leur productivité et d'offrir une valeur ajoutée à leurs clients. Ces nouvelles solutions, Intelligent Screening et Intelligent Meeting, s'appuient sur les technologies de smartKYC, leader des solutions de contrôle et de monitoring des risques KYC (Know Your Custom...
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Coloradans Forgo National Banks for Regional Institutions and Alternative Advice Sources Amid Financial Uncertainty, Red Rocks Credit Union Finds
LITTLETON, Colo.--(BUSINESS WIRE)--A new survey from Red Rocks Credit Union reveals that Coloradans are rethinking where they turn for financial guidance—and who they trust. While 75% of residents express concern about retirement and over one-third (36%) report living paycheck to paycheck, a significant number are moving away from national banks in favor of regional credit unions and alternative sources like friends, podcasts, and ChatGPT. In fact, 40% of respondents reported banking with a cre...
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Corebridge Financial Partners with Market Synergy Group to Launch Power Select AICO Index Annuity
HOUSTON--(BUSINESS WIRE)--Corebridge Financial today announced the launch of Power Select AICOSM, a new index annuity that expands the strong partnership between Corebridge and Market Synergy Group (MSG), one of the nation’s largest networks of independent marketing organizations. Power Select AICO is designed to provide enhanced growth potential with an Additional Interest Credit Overlay (AICO) feature that no other index annuity offers in today’s market. “We are excited to build on our long-s...
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Events Industry Disruptors Matt Middleton and Anil D. Aggarwal Acquire ETF.com, Launching New Events-Driven Multimedia Platform
BOSTON--(BUSINESS WIRE)--Matt Middleton & Anil Aggarwal acquire ETF.com, set to relaunch it as a platform for events, networking, and content for investors and professionals...
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Ready to Buy a Home? Hit These Financial Milestones First
PHOENIX--(BUSINESS WIRE)--Buying your first home is a big deal. In fact, it’s one of the most important financial commitments you’ll likely make. Yet many first-time homebuyers enter the process without a clear understanding of what financial steps to take beforehand. “New buyers often get caught up in the excitement of house-hunting and overlook the importance of fully grasping their finances,” said Manuel Salazar, CEO of Take Charge America, a nonprofit credit and housing counseling agency. “...
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Melrose Plaza Grand Opening Marks New Chapter in Community Investment in Virginia
ROANOKE, Va.--(BUSINESS WIRE)--Melrose Plaza, a first-of-its-kind community resource center, officially opened its doors with a grand opening celebration. This milestone comes with many firsts for the Roanoke community and the Commonwealth of Virginia. More than a neighborhood milestone, Melrose Plaza represents a new model for addressing the social determinants of health in historically underserved communities. What began as a resident-led food access initiative has become a $30 million anchor...