Tagged: retirement

November 2, 2022 @ 11:07 am By Omar Faridi  |  

Retirable, which claims to be the “first-of-its-kind” holistic retirement solution with the ongoing care of an advisor, unveiled additional retirement income and investing offerings to its advisory and planning services. Designed for the 50 million Americans approaching retirement in the next decade without a formal… Read More

July 16, 2022 @ 10:29 am By Omar Faridi  |  

CIBC Innovation Banking recently announced £40 million of growth financing for London-based Smart, a retirement tech provider. Smart will use the capital “to expand its market growth, accelerate the launch of strategic products, and undertake acquisitions.” Smart launched in 2015 with the goal of “making… Read More

June 23, 2022 @ 9:26 pm By JD Alois  |  

Well, this is interesting. While many active market participants view crypto as similar to an online casino and some think it may be a longshot home-run, about 25% of Americans expect crypto to be a source of income in their retirement. This is according to… Read More

June 3, 2022 @ 10:30 am By Omar Faridi  |  

Vestwell, the modern Fintech engine powering savings and investment programs for small businesses and individual savers, recently announced that the Commonwealth of Virginia has selected it “as the program administrator for RetirePath VirginiaSM.” The partnership will “provide Virginians with access to a workplace retirement plan… Read More

May 18, 2022 @ 5:21 am By Omar Faridi  |  

Mercer, an international leader in “redefining” the world of work, “reshaping” retirement and investment outcomes, and “unlocking real health” and well-being, and a business of Marsh McLennan (NYSE: MMC), has “named Max Messervy Head of Sustainable Investment (SI), Americas.” Max will work across Mercer’s Investment… Read More

May 14, 2022 @ 10:52 am By Omar Faridi  |  

Analysis from online pension provider, PensionBee reveals that many women could “lose out on as much as £225,000 in pension savings, should they retire at the same time as their male partner.” As men in heterosexual relationships tend to be the older partner, typically by… Read More

March 8, 2022 @ 10:18 am By Omar Faridi  |  

The team at PensionBee notes that February was, in many ways, “a continuation of January’s rocky start to the year.” Stock markets continued to fall “as a result of rising inflation, rising interest rates and a generally weaker economic outlook.” However, Russia’s unprovoked invasion of… Read More

February 16, 2022 @ 6:14 pm By Jairo Riveros  |  

Each day, about 10,000 Baby Boomers turn 65, qualifying themselves for Medicare and—traditionally—retirement. Retirement presents a significant shift for many Americans as they transition their financial reliance from wages to accumulated wealth and settle into their golden years. Retirement also presents a major shift for… Read More

December 20, 2021 @ 10:25 am By Omar Faridi  |  

Recent analysis from online pension provider, PensionBee, has revealed that if Brits diverted half of the money they’re expected to spend this Christmas to their pensions, they could be “as much as £1,442 better off by the time they reach retirement.” This amount could “increase… Read More

November 6, 2020 @ 2:56 pm By Samantha Hurst  |  

  Bitcoin IRA, a company that allows individuals to invest in cryptocurrency, announced on Friday the launch of its new Crypto Knowledge Center. According to Bitcoin IRA, the center provides a dedicated hub for educational information specifically for blockchain, cryptocurrency, and self-direct retirement accounts. “Bitcoin… Read More

September 30, 2020 @ 10:00 am By Samantha Hurst  |  

Capitalize, a U.S.-based transfer retirement assets platform, announced on Tuesday it raised $2 million through its latest seed investment round, which was led by early-stage venture fund Bling Capital, with additional investors include Greycroft, RRE Ventures, and Walkabout Ventures. The company states that its platform… Read More

June 12, 2020 @ 2:32 pm By Samantha Hurst  |  

Bitcoin IRA, a company that allows individuals to invest in cryptocurrency, announced on Thursday the launch of its crypto savings program specifically for retirement investors, Saver IRA. According to Bitcoin IRA, the program is aimed at helping individuals build up retirement savings and allowing them… Read More

April 25, 2018 @ 2:51 pm By Samantha Hurst  |  

Following its acquisition of Portland-based fintech Vault, micro-investing app Acorns announced the launch of its new retirement account product, Acorns Later. According to Acorns, the Acorns Later product is designed to work in the background of life, automatically recommending a retirement account and portfolio for customers. While sharing… Read More

September 7, 2017 @ 4:30 pm By Samantha Hurst  |  

Bitcoin IRA, a company that allows individuals to invest in cryptocurrency in an IRS-approved retirement account, announced on Thursday it is now offering Litecoin (LTC), Ethereum Classic (ETC), and Bitcoin Cash (BCH) for investment. While sharing details about the new cryptocurrency offers, Chris Kline, Chief… Read More

November 7, 2016 @ 1:08 pm By Samantha Hurst  |  

BrightPensioen, a company that provides retirement investment plans, recently launched its second equity crowdfunding campaign on Symbid and has already surpassed its initial €100,000 funding target. The company’s first campaign was reportedly the largest funding round on the crowdfunding platform at the time.  BrightPensioen’s services are… Read More

July 5, 2016 @ 3:56 pm By Samantha Hurst  |  

Just a little over a week after the UK voted to depart from the European Union (EU), Lending Works offered pension advice to the country’s retirees (or soon to be) following the surprising decision. The peer-to-peer lending platform shared: “Less than a week in, and the… Read More

March 23, 2015 @ 8:32 am By Samantha Hurst  |  

Lending Works, a peer-to-peer lender for insurance against borrower default risk, is pleased to announce the launch of several new features aimed at the UK pensions market, as new pension rule changes come into effect in April 2015. More than 52% of Lending Works’ lenders… Read More

March 18, 2015 @ 2:38 am By Midori Yoshimura  |  

With April’s at-retirement reforms at hand, RateSetter, the UK’s largest P2P platform, is planning to launch into the retirement space with two self-invested pension providers (SIPPs), according to a recent story in the Financial Times. The news comes on the wave of January’s update that RateSetter was nearing a… Read More

March 13, 2015 @ 8:15 am By Samantha Hurst  |  

Earlier this month, former SEC lawyer and now Forbes columnist, Edward Siedle, launched a crowdfunding platform, Investigate My Retirement Plan, which is dedicated to helping participants to investigate retirement pensions. According to Pensions & Investments, Siedle noted that through the new platform participants in defined… Read More

January 19, 2015 @ 9:31 am By JD Alois  |  

Global banking firm HSBC has published its 10th version of the Future of Retirement report. Started in 2005, the annual revisiting of why everyone needs to save more “or else” has become a predictable tome of financial nagging.  The fact that across the globe too… Read More