Personal Finance

Nearly 2 in 3 Americans Worry More about Running Out of Money than Death

Retrieved on: 
Tuesday, April 9, 2024
Personal Finance, Professional Services, Insurance, Finance, Social Security, Tax, Generation X, Death, Millennials, Social, Investment, Retirement, Allianz Life, Fear

The worry of running out of money has increased in recent years.

Key Points: 
  • The worry of running out of money has increased in recent years.
  • In 2024, 63% say they worry more about running out of money than death, up from 57% in 2022.
  • Gen Xers are the most likely to say this with 71% more worried about running out of money than death, compared to 64% of millennials and 53% of boomers.
  • High inflation (43%) is the most common concern contributing to worry about running out of money.

Trustate and Interactive Legal Join Forces to Empower Estate Planners Nationwide

Retrieved on: 
Tuesday, April 9, 2024
Personal Finance, Legal, Technology, Seniors, Finance, Fintech, Professional Services, Software, Family, Consumer, Partnership, Trust, Multimedia, Property management

Trustate , a leading trust and estate administration platform, is thrilled to announce its strategic partnership with Interactive Legal , a premier provider of estate planning document drafting systems.

Key Points: 
  • Trustate , a leading trust and estate administration platform, is thrilled to announce its strategic partnership with Interactive Legal , a premier provider of estate planning document drafting systems.
  • (Graphic: Trustate)
    As the demand for efficient and effective estate planning solutions continues to rise, Trustate and Interactive Legal have recognized the need to coordinate their respective technologies to offer comprehensive support to legal practitioners.
  • Interactive Legal brings to the table its extensive expertise in document drafting systems for trust & estate attorneys, elder lawyers, and special needs planners.
  • "We are thrilled to partner with Interactive Legal to provide legal professionals with a seamless and comprehensive solution for their estate planning needs," said Tara Faquir, COO and Co-Founder of Trustate.

Brighthouse Financial Appoints Michael J. Inserra and Lizabeth H. Zlatkus to Board of Directors

Retrieved on: 
Tuesday, April 9, 2024
Professional Services, Other Professional Services, Insurance, Finance, Asset Management, Personal Finance, Brighthouse Financial, Indivior, Inserra Supermarkets, Risk management, Ernst & Young, The Hartford, EY, Audit committee, Lisabeth, Moore Capital Management, Retirement, Management

Brighthouse Financial, Inc. (“Brighthouse Financial” or the “Company”) (Nasdaq: BHF) announced that today its Board of Directors (the “Board”) appointed Michael J.

Key Points: 
  • Brighthouse Financial, Inc. (“Brighthouse Financial” or the “Company”) (Nasdaq: BHF) announced that today its Board of Directors (the “Board”) appointed Michael J.
  • (“Mike”) Inserra and Lizabeth H. Zlatkus as independent members of the Board.
  • Mr. Inserra and Ms. Zlatkus were also each designated by the Board as an “audit committee financial expert” under applicable U.S. Securities and Exchange Commission rules and appointed to serve on the Audit Committee.
  • “Mike and Lizabeth each bring valuable experience in the insurance and financial services industries, along with strong leadership skills, financial expertise and deep knowledge of operations and risk management,” said C. Edward (“Chuck”) Chaplin, chairman of the Board, Brighthouse Financial.

Fiserv to Release First Quarter Earnings Results on April 23, 2024

Retrieved on: 
Tuesday, April 9, 2024
Technology, Mobile, Wireless, Other Professional Services, Finance, Banking, Electronic Commerce, Personal Finance, Professional Services, Payments, Other Technology, Software, Fintech, Data Management, Security, Webcast

Fiserv, Inc. (NYSE: FI), a leading global provider of payments and financial services technology solutions, will announce its first quarter financial results before the market opens on Tuesday, April 23, 2024.

Key Points: 
  • Fiserv, Inc. (NYSE: FI), a leading global provider of payments and financial services technology solutions, will announce its first quarter financial results before the market opens on Tuesday, April 23, 2024.
  • The company will discuss the results in a live webcast at 7 a.m. CT on April 23.
  • The webcast, along with supplemental financial information, can be accessed on the investor relations section of the Fiserv website at investors.fiserv.com .
  • A replay will be available approximately one hour after the conclusion of the live webcast.

Birmingham, Alabama-Based Fairvoy Private Wealth Goes Independent with Dynasty Financial Partners

Retrieved on: 
Tuesday, April 9, 2024
Personal Finance, Technology, Finance, Fintech, Consulting, Banking, Professional Services, Software, Digital Cash Management, Digital Assets, Asset Management, Diamond, Partner (business rank), Merrill (company), Research, Fidelity, Dynasty, Financial adviser

Dynasty Financial Partners today announced that Fairvoy Private Wealth has joined its industry-leading platform of technology-driven wealth management tools and services.

Key Points: 
  • Dynasty Financial Partners today announced that Fairvoy Private Wealth has joined its industry-leading platform of technology-driven wealth management tools and services.
  • Fairvoy Private Wealth is an independent wealth management firm based in Birmingham, Ala., staffed by professionals from Merrill Lynch, including:
    Stephen Davis, CFP®, ChFC®, APMA®, Managing Partner, Senior Private Wealth Advisor
    Neal Carroll, CFP®, CPWA®, CPFA®, Chief Operating Officer, Senior Private Wealth Advisor
    Ashley Davis, CPA®, CRPC®, Chief Financial Officer, Senior Private Wealth Advisor
    The name "Fairvoy" invokes the firm's dedication to fairness and upholding its clients’ best interests on their wealth-management voyages.
  • “We are pleased to welcome the Fairvoy team to our Dynasty family and thrilled to include a new firm in the growing Birmingham market," said Shirl Penney, CEO and Founder of Dynasty Financial Partners.
  • Fairvoy has selected Fidelity as its custodian, Black Diamond for performance reporting, and eMoney Advisor for financial planning.

Experian Named to Fortune’s 2024 “100 Best Companies to Work For” List for Fifth Consecutive Year

Retrieved on: 
Tuesday, April 9, 2024
Professional Services, Consumer, Finance, Fintech, Banking, Personal Finance, People with Disabilities, Culture, Trust, Disability, AAPD, Workplace, DEI

For the fifth consecutive year, Fortune has named Experian North America to its 100 Best Companies to Work For® list.

Key Points: 
  • For the fifth consecutive year, Fortune has named Experian North America to its 100 Best Companies to Work For® list.
  • This recognition highlights the company’s purpose-driven culture that prioritizes employee diversity, equity, and inclusivity.
  • For this year’s 100 Best list, Great Place to Work® surveyed more than 1.3 million employees and gathered data from companies representing more than 7.5 million employees.
  • “We continue to focus on creating a culture of innovation, empowering our people to thrive and excel in their roles,” said Jennifer Schulz, chief executive officer of Experian North America.

OppFi Announces $0.12 Per Share Special Dividend, $20 Million Share Repurchase Program

Retrieved on: 
Tuesday, April 9, 2024
Professional Services, Other Professional Services, Finance, Asset Management, Banking, Personal Finance, Share repurchase

In addition, the Board authorized a new $20 million share repurchase program.

Key Points: 
  • In addition, the Board authorized a new $20 million share repurchase program.
  • “We also believe the Company's stock price is disconnected from OppFi's intrinsic value and earnings potential.
  • The program does not obligate the Company to repurchase any dollar amount or number of shares, and the program may be extended, modified, suspended, or discontinued at any time.
  • The repurchase program will expire in April 2027.

Arizona Financial Credit Union Partners with NCR Atleos to Elevate Self-Service Banking

Retrieved on: 
Tuesday, April 9, 2024
Personal Finance, Finance, Banking, Professional Services, Fintech, Arizona Financial Credit Union, ATM, EVP, Credit union, Growth

NCR Atleos Corporation (NYSE: NATL) (“Atleos”), a leader in expanding self-service financial access for financial institutions, retailers and consumers, today announced that $3.3 billion-asset Arizona Financial Credit Union (AZFCU) has selected Atleos’ ATM as a Service (ATMaaS) to increase operational efficiencies within the self-service banking channel while improving the member experience.

Key Points: 
  • NCR Atleos Corporation (NYSE: NATL) (“Atleos”), a leader in expanding self-service financial access for financial institutions, retailers and consumers, today announced that $3.3 billion-asset Arizona Financial Credit Union (AZFCU) has selected Atleos’ ATM as a Service (ATMaaS) to increase operational efficiencies within the self-service banking channel while improving the member experience.
  • AZFCU has been serving consumers and small businesses throughout Arizona for nearly 90 years.
  • As many of the credit union’s ATMs were reaching end of life, AZFCU evaluated how to provide strong self-service experiences while supporting ongoing growth now and into the future.
  • The credit union ultimately selected Atleos’ ATMaaS solution, trusting the experts at NCR Atleos to manage the distribution, installation, maintenance and cash management of its fleet.

Gateway Expands Private Wealth Division

Retrieved on: 
Tuesday, April 9, 2024
Banking, Personal Finance, Professional Services, Finance, Chartered, Gateway, Business development, LPL Financial, LPL, Trust, First Bank, FINANCIAL

Gateway First Bank, one of the largest banking operations in Oklahoma, recently expanded Gateway Private Wealth services through a relationship with LPL Financial, a wealth management firm.

Key Points: 
  • Gateway First Bank, one of the largest banking operations in Oklahoma, recently expanded Gateway Private Wealth services through a relationship with LPL Financial, a wealth management firm.
  • LPL Financial is an industry-leading firm that helps financial institutions build exceptional wealth management programs to better serve their communities—and help their clients thrive.
  • “We are excited that Josh has joined our growing team of financial professionals at Gateway.
  • Private Wealth will complement our already robust commercial, retail banking, and mortgage banking businesses and help us continue to expand our footprint in the communities we serve,” said Crouse.

NerdWallet Announces Conference Call to Review 2024 First Quarter Financial Results

Retrieved on: 
Monday, April 8, 2024
Professional Services, Apps, Applications, Technology, Software, Finance, Internet, Personal Finance, Webcast, NRDS, Letter, Luigi

NerdWallet , Inc. (NASDAQ: NRDS), which provides trustworthy financial guidance to consumers and small and mid-sized businesses (SMBs), today announced that it will release its first quarter 2024 financial results on Thursday, April 25, 2024, and hold a related conference call to discuss the results at 1:30 p.m. Pacific Time the same day.

Key Points: 
  • NerdWallet , Inc. (NASDAQ: NRDS), which provides trustworthy financial guidance to consumers and small and mid-sized businesses (SMBs), today announced that it will release its first quarter 2024 financial results on Thursday, April 25, 2024, and hold a related conference call to discuss the results at 1:30 p.m. Pacific Time the same day.
  • Investors and other interested parties may listen to the call by clicking on the registration link for the webcast or audio conference at https://investors.nerdwallet.com/ , NerdWallet’s Investor Relations site, where a letter to shareholders will also be posted.
  • The webcast replay will be available on the Investor Relations website for 12 months following the event.