Tagged: financial planning

January 24, 2026 @ 10:41 am By Omar Faridi  |  

Recent analyses from PensionBee shed light on persistent challenges in the US retirement system, including overlooked accounts, hidden charges, and innovative solutions to streamline savings. These insights underscore the importance of proactive management amid rising job mobility and economic shifts. PensionBee pointed out that one… Read More

December 12, 2025 @ 5:10 pm By Omar Faridi  |  

BNY (NYSE: BK) has recently announced its active participation in the U.S. government’s investment initiative for children, continuing the company’s long history of expanding financial access and opportunity for employees and their families. As reportedly one of the first financial services companies to join the… Read More

March 24, 2025 @ 8:10 am By Omar Faridi  |  

The European Commission has adopted its strategy for the Savings and Investments Union (SIU), a key initiative to improve the way the EU financial system channels savings to productive investments. It seeks to offer EU citizens broader access to capital markets and “better financing options… Read More

October 24, 2024 @ 8:04 pm By Omar Faridi  |  

Research and key insights released by Adyen (ADYEN:AMS), the global financial technology platform of for international businesses, reveals 40% of consumers have already, or are planning to, “unsubscribe” from services and products they’ve set up recurring payments with over the “next 12 months.” The data… Read More

December 19, 2023 @ 7:12 pm By Omar Faridi  |  

LendingClub Corporation (NYSE: LC), the parent company of LendingClub Bank, America’s digital marketplace bank, released key findings from the 29th edition of the Reality Check: Paycheck-To-Paycheck research series. The Credit Card Use Deep Dive Edition examines “the financial lifestyles of U.S. consumers and explores how… Read More

December 19, 2023 @ 10:22 am By Omar Faridi  |  

Betterment at Work, a provider of modern financial benefits for today’s diverse workforce, today released a new survey on the state of retirement readiness across the U.S. workforce. The report, which tracks year-over-year trends “from 2022, polled 1,000 full-time U.S. employees to examine how retirement… Read More

December 9, 2023 @ 1:16 pm By Omar Faridi  |  

PensionBee notes that in recent years, the spotlight has intensified “on the role of investments in the climate debate.” As most consumers would hopefully know by now, ‘ESG‘ stands for Environmental, Social, and Governance. This is a framework used to “measure a company’s sustainability, workforce… Read More

November 26, 2023 @ 10:23 am By Omar Faridi  |  

HMRC recently announced the latest Inheritance Tax (IHT) receipts. (HMRC tax receipts and National Insurance contributions for the UK (monthly bulletin) – GOV.UK.) For April 2023 to October 2023 these “are £4.6 billion, which is £0.5 billion higher than the same period last year.” This… Read More

November 16, 2023 @ 9:53 pm By Omar Faridi  |  

Nucleus Financial Platforms, one of the UK’s independent, adviser platform groups, launches the UK Retirement Confidence Index. The research study has reportedly “involved surveying more than 2,200 UK adults aged 50 and over by YouGov.” It’s based on responses “to the central question of how… Read More

August 15, 2023 @ 8:39 am By Omar Faridi  |  

Aegon UK has announced an extended strategic partnership with Nationwide Building Society. Aegon UK will continue to be the ISA and General Investment Account provider of choice for all Nationwide customers, “with the extended partnership seeing the building society transfer its existing financial planning service… Read More

August 9, 2023 @ 8:40 am By Omar Faridi  |  

Smart Pension, which claims to be one of the UK’s leading workplace pension providers, has selected Punter Southall’s Pension Potential annuity comparison tool “to help its million-plus members maximise their retirement savings and make informed decisions about researching, comparing and buying annuities.” Smart Pension, which… Read More

July 14, 2023 @ 6:41 pm By Omar Faridi  |  

Jirav, which claims to be an all-in-one financial planning and analysis (FP&A) solution, and the “preferred” budgeting and forecasting partner of CPA.com, announced $20M in Series B funding led by Cota Capital. Jirav will use the funds “to further accelerate product development, broaden its customer… Read More

March 1, 2023 @ 9:24 pm By Omar Faridi  |  

Board, a global provider of Intelligent Planning Solutions which help organizations plan smarter, enabling actionable insights and better outcomes, announced it has been selected by Nationwide, the world’s “largest” Building Society, in order “to transform financial planning.” Nationwide decided on Intelligent Planning from Board, in… Read More

January 4, 2023 @ 9:08 pm By Omar Faridi  |  

As new CommBank research reveals top financial New Year’s resolutions for Australians, CBA’s Chief Behavioral Scientist explains “some practical strategies to help achieve New Year’s goals.” With cost of living pressures top of mind, new consumer research released by Commonwealth Bank reveals Australians are “looking… Read More

September 3, 2022 @ 11:29 am By Omar Faridi  |  

InvestCloud, which claim to be the global leader in digital transformation for the financial industry, announced 80 new features to its digital planning tool NaviPlan, “to further support the most complex needs of high-net-worth individuals (HNWIs).” The upgrade also “further integrates NaviPlan into the InvestCloud… Read More

August 11, 2022 @ 9:16 am By Omar Faridi  |  

Timberland Bank has partnered with Plinqit, which claims to be the only savings platform of its kind that pays users for learning about personal finances, “to give customers a simple, easy way to save and plan for future financial needs.” With over $1.8 billion in… Read More

July 24, 2022 @ 1:44 pm By Omar Faridi  |  

Moneyhub, which claims to be one of the market-leading Open Data and payments platform, is teaming up with Pennyworth, a financial planning and banking app, “to redesign digital banking for the aspiring-affluent consumer.” Pennyworth, which has applied for a UK banking license, has “developed a… Read More

July 22, 2022 @ 8:44 am By Omar Faridi  |  

InvestCloud, which claims to be the international leader in digital transformation for the financial industry, recently announced that it is supporting Rabobank, one of the Netherlands’ largest banks, in order “to provide digital financial planning for all its customers, from private banking to retail clients.”… Read More

July 5, 2022 @ 11:07 am By Omar Faridi  |  

Talenom Plc has reportedly agreed to acquire the platform business Nomo in an asset deal. Nomo operates from Barcelona, Spain, and its business operations “cover the entire country.” Nomo offers its customers “a comprehensive digital platform for accounting and financial and tax planning.” The platform… Read More

June 2, 2022 @ 11:01 pm By Omar Faridi  |  

Fidelity International has teamed up with Canadian Fintech company, Conquest, as the “exclusive” distributor of its financial planning software, ‘Conquest Planning’ to the UK independent advice market. ‘Conquest Planning’ uses data and AI “to provide advisers with greater insight into clients’ changing circumstances, allowing them… Read More