MoneyLion Inc. (NYSE: ML), the go-to destination for personalized financial content, financial products and advice, announced it is offering eligible MoneyLion users free tax filing services “through its new partnership with Column Tax, a personal income tax software company.” Through this partnership, MoneyLion offers “a… Read More
Read more in: Fintech | Tagged financial advice, financial products, moneylion, tax, taxes
As many Canadians set their financial goals for the year ahead, CIBC announced the launch of CIBC Smart Planner, which is described as “an easy to use, self-serve digital tool that takes the complexity out of managing finances and offers personalized advice.” CIBC Smart Planner… Read More
Read more in: Fintech, Canada | Tagged canada, cibc, digital financial services, financial advice, financial management, financial services, personal finance
Merrill Wealth Management launched Merrill Advisor Match, a research-based, digital platform that “connects people seeking financial advice with a Merrill financial advisor who best fits their preferences and needs.” Data shows there is “a need for a modern approach for finding an advisor.” A third… Read More
Read more in: Fintech | Tagged digital platform, digital technology, digital tools, financial advice, financial advisors, financial services, united states, us, wealth management
The UK’s Financial Conduct Authority (FCA) has proposed (on May 4, 2021) updated rules that will require pension providers to “nudge” consumers to Pension Wise so they can benefit from guidance prior to accessing their defined contribution pension savings. This reportedly includes booking an appointment… Read More
Read more in: General News, Global | Tagged fca, financial advice, financial conduct authority, financial services, sheldon mills, uk, united kingdom
Australian financial advice software as a service (SaaS) platform Lumiant announced on Monday it is now seeking $1.5 million through its equity crowdfunding campaign on Equitise. Founded earlier this year, Lumiant describes itself as a soon-to-be live, interactive client experience SaaS solution that drives “better”… Read More
Read more in: Fintech, Offerings | Tagged australia, equities, financial advice, saas, software as a service
Michael Gerber, CEO of 360F, a Fintech firm that offers automated financial advice, has been focused on expanding the company’s operations into the MENA region. Gerber previously worked as the Managing Partner and CEO of a globally active management consultancy company. His professional career began… Read More
Read more in: Fintech, Asia | Tagged 360f, financial advice, financial advisor, financial literacy, financial management, financial planning, fintech adoption, interview, mena, mena region, michael gerber, middle east, singapore
Singapore based Fintech firm 360F aims to accelerate digital transformation for insurance service providers in the Middle East. As mentioned in a release shared with Crowdfund Insider, 360F is financial technology company that provides various solutions and implementation services to banks to enable “digital multi-channel… Read More
Read more in: Fintech, Asia, Global | Tagged 360f, financial advice, mena, michael gerber, middle east, singapore, zurich insurance
Picture Wealth has finalized a A$12 million equity and debt funding round. The wealth management firm is planning to transform Australia’s financial advisory and superannuation sector. Picture Wealth has also acquired financial services licensee NEO Financial Solutions (NFS) for an undisclosed amount. Following the acquisition,… Read More
Read more in: Fintech, Global | Tagged acquisition, australia, debt financing, equity funding, financial advice, investment round, wealth managemnet, wealthtech
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