Financial Engines keeps growing
The 401k investment advice firm added hundreds of plans. Phyllis C. Borzi, who led the Obama administration's fiduciary rule effort, has joined the Edelman Financial Engines board of directors....
Fintech
Blueprint Income, a fintech firm, will sell Pacific Life deferred income annuity online
The deferred income annuity is called 'Next.' The two companies envision Generation X-ers using the Blueprint Income platform to buy a personal retirement pension, one installment payment at a...
Kindur to Sell American Equity Fixed Annuity with Living Benefits
The fintech startup has chosen to offer ETF portfolios and an American Equity fixed annuity with a living benefit as sources of retirement income for its prospective online customers.
Financial industry mobile apps don’t measure up: JD Power
JD Power studied wealth management mobile apps from 15 of the largest financial services companies and found that high net worth investors give them low grades.
DPL Financial to distribute Jackson National no-commission annuities
'Consumers like the fee-based model, but we’re also committed to the brokerage side," said Jackson National's Scott Romine. 'We just want to make sure that we’re in both places.'
Three advisor technology leaders to collaborate on retirement software
Former eMoney founder and CEO Edmond Walters will lead Apprise Labs, as the venture is called, with collaboration from Envestnet and PIEtech.
A retirement account for cryptocurrency buffs
Bitcoin IRA said it will license its cryptocurrency platform technology to enterprise businesses, who can in turn offer the capability to advisors and clients.
The Newest Retirement Income Fintech
Kindur, which debuts in January, is a low-cost, digital advice-and-investment-management engine that will help Boomers turn income from annuities and investments into a retirement paycheck. Its founder is Rhian...
Allianz Life to nurture tech startups
The Minneapolis-based insurer will partner with SixThirty, a St. Louis-based venture capital firm that has invested in 44 'fintech' and 'insurtech' startups since 2013.
Brand-strength of robos is still fairly weak: Cerulli
The latest issue of The Cerulli Edge-U.S. Retail Investor Edition details the efforts of 10 of the leading digital-focused financial advice platforms in establishing brand awareness among retail investors.
Income annuity tied to debit card with cash rewards is launched
You pay Guggenheim Life about $60,000 today, and it puts $1,000 on your debit card every month for the next five years. You average 7% cash-back on purchases with...
New digital MYGA platform from Blueprint Income
'We're seeing that many of those nearing retirement want to have at least a portion of their money earning a guarantee, whether that's a guaranteed return or guaranteed income,'...
New robo-advice platform launches in Britain
Wealthsimple, which offers clients free access to human advice, is backed by Power Financial Corporation, the parent of Great-West Financial, Empower Retirement and Putnam Investments.
