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Managing Spend In A Sector Where Unplanned Expenses Are The Norm Issues

PYMNTS

Millennials have been at home in the global workforce for about a decade now, but Generation Z is starting to filter into offices, warehouses and work floors and bringing their fast payments expectations with them. To learn more about these and other recent headlines, download the Playbook and read its News and Trends section.

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For faster loan origination, stop doing this

Abrigo

Millennials and Gen Zer business owners were more likely than their older counterparts to borrow at the time of the borrowing need or within days of it. Download this infographic to see how construction loan management compares using a spreadsheet-based systems and a software solution. Stop manual tax-data entry.

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Wealth Management In The Post-Covid World: Tech Is Reshaping How We Save And Invest Money

CB Insights

Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. Get the free 64-page download to learn how industries are using tech to reimagine nearly every facet of their operations. First name. Company Name. Phone number.

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5 Reasons to expand small business lending

Abrigo

The Federal Reserve study also found that 20 percent of small business owners cited managing cash flow as their biggest challenge, even more so than costs, regulation or taxes. This is compounded by the growing trend of Millennial small business owners. This was especially true for young start up firms in high growth stages.

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Zacks Trade Brokerage Review: Access to Powerful Trading Tools

MyBankTracker

That’s helpful if you want to build a portfolio that includes tax-advantaged and taxable investments. Are Managed Portfolios an Option? Managed portfolios are something you may be interested in if you want professional guidance with your investments. Are Tax Loss Harvesting and Automatic Rebalancing Included?

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From Investing To Budgeting, How Millennials Are Disrupting Personal Finance

CB Insights

While the media often portrays millennials as preoccupied with the rising prices of festival tickets and avocado toast, their real financial concerns are a bit more practical. Download the free report to find out how fintech is shaping the future of wealth management and investing. get the REPORT on next generation investors.

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Zogo: How A 21-Year-Old Duke University Grad Is Reinventing Financial Literacy

PYMNTS

When Bolun Li was in high school, a local bank came in and offered a heavily branded PowerPoint presentation about financial services and money management to students who reacted pretty much the way one would expect. With] a lot of these people, when they first downloaded Zogo, the only reason they did that is to make money,” he said.