Tagged: savings

October 6, 2026 @ 8:28 am By Omar Faridi  |  

OKX has introduced a standalone consumer application, OKX Money, aimed at users in selected emerging markets who want simpler access to dollar-denominated savings and everyday payments. The company presented the product as a way to save, send, and spend digital dollars without requiring customers to… Read More

June 17, 2026 @ 6:11 am By Omar Faridi  |  

A recent study by uBank reveals a significant shift in how Australians aged 18 to 35 perceive financial progress. Traditional markers like home ownership or large investments are taking a backseat to consistent daily money management practices that deliver immediate progress and personal satisfaction. The… Read More

April 30, 2026 @ 1:15 am By Omar Faridi  |  

A survey from KPMG UK has uncovered a striking gap in public knowledge about one of the most significant developments in retirement planning. With roughly six months remaining until every pension provider and workplace scheme is required to link up with the MoneyHelper Pensions Dashboard,… Read More

March 9, 2026 @ 2:53 pm By Omar Faridi  |  

Airwallex, the global financial platform built for modern enterprises, has officially rolled out its innovative treasury product, Yield, to businesses across the United States. Announced recently this month, the expansion marks a significant milestone as the company’s Yield offering has already exceeded US$1 billion in… Read More

March 5, 2026 @ 9:47 am By Omar Faridi  |  

Lloyds Banking Group has forecast that the total value of UK Individual Savings Accounts (ISAs) will surpass the £1 trillion mark by the end of the current tax year, marking a major milestone for British savers seeking tax-efficient growth. According to analysis by the bank,… Read More

January 28, 2026 @ 7:32 pm By Omar Faridi  |  

In an effort to democratize retirement investing in alternative assets, Alto IRA has unveiled significant advancements that underscore its commitment to bridging the gap between individual savers and private markets. As a self-directed IRA custodian managing nearly $2 billion in assets for over 30,000 investors… Read More

January 26, 2026 @ 10:47 am By Omar Faridi  |  

Betterment has joined forces with fintech firm Capitalize. This collaboration introduces advanced technology to make transferring old employer-sponsored retirement accounts easier and more efficient for investors. The partnership centers on embedding Capitalize’s Rollover API directly into Betterment’s user-friendly platform. This integration enables customers to effortlessly… Read More

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 22, 2025 @ 9:02 am By Omar Faridi  |  

Aegon UK is now reportedly set to further extend its private market approach into its “second-largest” workplace default fund, the £12 billion Aegon LifePath strategy, currently serving “more than 375,000 pension savers.” From summer 2026 onwards, Aegon LifePath will aim to invest across “a broader… Read More

December 9, 2025 @ 10:44 pm By Omar Faridi  |  

Santander (NYSE: SAN) recently released the report, entitled, ‘The Currency of Learning: Global Perspectives on Financial Education.’ This latest research report, based on a survey of 20,000 individuals that are now residing in 10 different countries, reveals how the gap between “perception and actual knowledge… Read More

November 25, 2025 @ 8:08 am By Omar Faridi  |  

KPMG noted that the majority or 87% of UK adults with cash ISAs will not invest in stocks and shares should the cash ISA allowance is reduced. This, according to the latest research from KPMG UK which also mentioned that most will now aim to… Read More

November 24, 2025 @ 4:12 pm By Omar Faridi  |  

Up to 2 million retirement accounts could now reportedly be at significant risk of automatically rolling over into Safe Harbor IRAs every year. Recent research shared by PensionBee indicates that millions of US consumers may be unknowingly “jeopardizing their retirement security” when they change up… Read More

November 23, 2025 @ 8:08 am By Omar Faridi  |  

Qantas Business Rewards members doing business overseas now have access to Yield, an investment tool powered by financial and payments platform Airwallex. Yield joins a suite of Qantas Business Money products, offering members with a savings option for their AUD as well as USD account… Read More

November 22, 2025 @ 10:16 am By Omar Faridi  |  

Wealthfront, a key player in the consumer fintech space known for building saving and investing products, has recently announced access to Wealthfront Home Lending. This offering brings Wealthfront’s software-powered approach to the mortgage process, assisting clients with accessing low rates as well as self-serve applications,… Read More

November 20, 2025 @ 8:15 am By Omar Faridi  |  

Zopa Group PLC, a digital bank reportedly being used by 1.6 million customers, has entered the Investments market in order to help the 15 million UK consumers who currently may hold excess cash and want to grow their money. Intended for the nation’s new generation… Read More

November 14, 2025 @ 12:21 am By Omar Faridi  |  

ClearBank, the enabler of real-time clearing and embedded banking, announces it is enabling the launch of savings accounts with crypto-native exchange, Coinbase (NASDAQ:COIN). via its Embedded Banking solution. This launch marks a significant milestone in the UK’s financial ecosystem as it is the first time savings… Read More

October 25, 2025 @ 9:14 pm By Omar Faridi  |  

PensionBee noted that it helps with making it simpler to consolidate older 401(k)s and IRAs into a more transparent account so clients are able to see exactly where they might stand. According to an update from PensionBee, many rollovers tend to occur automatically, but if… Read More

September 8, 2025 @ 1:50 pm By Omar Faridi  |  

BNPL Fintech Affirm (NASDAQ: AFRM) has shared key insights from Vishal Kapoor, who has provided some perspective on the challenges associated with credit card rewards. In a blog post, Vishal Kapoor of Affirm poses the following question: Are points you might redeem someday worth more… Read More

August 21, 2025 @ 8:16 am By Omar Faridi  |  

Phoenix Group, one of the UK’s long term savings and retirement businesses, announces a £75 million private debt investment with Worley, a  global professional services company of energy, chemicals and resources (ECR) experts. This deal reportedly marks Phoenix’s first private transaction with “an Australian counterparty,… Read More

August 20, 2025 @ 11:59 pm By Omar Faridi  |  

PostFinance, one of Switzerland’s financial institutions, has recently announced updates that reflect its efforts to navigate an evolving economic environment while continuing to serve its 2.5 million customers with various financial solutions. These updates include the introduction of retirement funds to its product range, a… Read More