CB Insights

SEPTEMBER 10, 2019

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. get the REPORT on next generation investors. Download the free report to find out how fintech is shaping the future of wealth management and investing.

Millennials 77

Millennials Mobile Lending Cards 77

Abrigo

NOVEMBER 17, 2023

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.

Lending 221

Lending Software System Taxes 221

PYMNTS

MARCH 13, 2019

According to some figures, about one-third of married couples reported arguing about money at least once a month. Transparency is one theme: 40 percent of participants in the study noted they do not fully trust their partner to manage their combined finances. Among reasons for divorce, finances ranks as the No.

Management 115

Management San Diego Tools North Carolina 115

PYMNTS

MAY 4, 2018

But there was one announcement that managed to stand out. Alipay reports a huge bump in May Day (read, too: Labor Day) spend among Chinese tourists’ in-store during their travels overseas. Three days — April 29 to May 1 — can mean a lot, when the average total spend also climbs 59 percent year over year, boosted by millennials.

Taxes 115

Taxes social media Data Millennials 115

PYMNTS

NOVEMBER 13, 2017

Small business owners have a lot on their plates today and, depending on who one asks, top concerns range from taxes to late invoice payments. That doesn’t mean non-millennial entrepreneurs are necessarily struggling, though. SMBs , according to a new report by Grant Thornton. Eighty-one percent of U.S.

Taxes 105

Taxes Survey Capital America 105

Independent Banker

JUNE 30, 2022

As house prices skyrocket, student loan debt grows and wages stagnate, many Gen Zers and millennials are watching their homebuying dreams move out of reach. According to the 2022 Home Buyers and Sellers Generational Trends Report published by the NAR, there are some clear generational trends in the homebuying market.

Community Bank 143

Community Bank Community Millennials Resources 143

Independent Banker

OCTOBER 1, 2022

Fraudsters typically target millennials via text messages that promise rewards, shipment tracking and other automated messages that make them vulnerable to phishing attacks.”. Fraudsters tend to target baby boomers via robocalls about healthcare, taxes or Social Security, but they aren’t immune to social scams. Millennials.

Fraud 133

Fraud social media Millennials Examples 133

PYMNTS

MAY 14, 2018

Right alongside those tallies, payroll cards are gaining traction, having accounted for six million cards at the end of last year and expected to grow to as many as eight million cards in 2022, Aite Group reported. To that end, as of Monday (May 14), ADP has introduced Wisely Pay by ADP.

Payments 125

Payments Millennials Cards United States 125

PYMNTS

AUGUST 9, 2017

Green Dot Corp released earnings on Tuesday that topped analyst expectations, with 55 cents a share reported, versus estimates of 40 cents a share, as organic growth and card counts both showed momentum in the period. million, tied in part to a stronger tax season and tax processing activities up 20 percent. .

Cards 100

Cards Apple Taxes Millennials 100

PYMNTS

NOVEMBER 2, 2017

New data released from Chase in its Business Leaders Outlook report, published Wednesday (Nov. According to news from Forbes published last month, small business owners are getting ready to hand down their businesses to millennial entrepreneurs. 1), highlighted the upcoming changing-of-hands of small businesses in the U.S.,

Millennials 116

Millennials Technology Software Taxes 116

PYMNTS

MAY 9, 2018

And it’s not just about that much-reported millennial “side hustle” either. Or, they can be creative arts performers, such as voiceover artists; technical service providers, such as programmers, and professional service providers, such as attorneys and tax accountants. The gig life isn’t just for Uber drivers.

Miami 102

Miami Taxes Kansas City San Francisco 102

PYMNTS

DECEMBER 28, 2018

According to the PYMNTS/Unifund Financial Invisibles Report , 81 percent of participants said their financial situations have either remained stable or improved since last year, and the number of consumers seriously delinquent on debt dropped 11 percent between Q4 2017 and Q2 2018. There is undeniably a lot of good news.

Millennials 145

Millennials Lending System Data 145

PYMNTS

MARCH 23, 2020

Shifting tax rules only exacerbate these problems, with 13 percent of freelancers in the U.K. planning to find work outside the country this year due to tax code changes, for example. Another report found that 70 percent of global freelancers are under 35 years of age and are thus less inclined to resign themselves to slower payments.

Payments 153

Payments Taxes Trends Examples 153

PYMNTS

FEBRUARY 28, 2018

Investors were less than jazzed by Lowe’s latest earnings report, with a miss that came in below analysts’ expectations pre-earnings release. As we enter 2018, we are working diligently to improve execution with a focus on conversion, gross margin and inventory management,” CEO Robert Niblock said in a statement. tax reform.

Nashville 100

Nashville Tennessee Taxes Course 100

PYMNTS

NOVEMBER 9, 2018

As it turns out, the white-knuckled wait for payday is something that affects consumers up and down the economic ladder, something a glance at the PYMNTS Financial Invisibles Report quickly confirms. The firm reported that the integration of daily payments has been a valuable recruiting and retention tool for the firm.

Payments 178

Payments Tools Retail Report 178

MyBankTracker

FEBRUARY 24, 2021

Retirement accounts offer tax-advantaged growth of long-term savings but far too many people — regardless of gender — ignore them. Survey: COVID-19’s Financial Effect on Millennials. Report: Americans See a Bleak Financial Future Under Donald Trump. Survey: 32% of Americans Spend No Time Managing Their Finances.

Survey 52

Survey United States Study Taxes 52

PYMNTS

JUNE 4, 2018

Beloved by younger millennials and up-and-coming Generation Z members, Snapchat is the little social media engine that could in an era when it seemed the social media die had all been cast (and where Facebook won most of the rolls). According to reports in The Information , Snap Inc. The firm torched through $1.1

social media 119

social media Google Apple Leadership 119

PYMNTS

SEPTEMBER 18, 2018

Gig workers have gone from a sliver of the economy to a bonafide force, powered by platforms like Uber , Lyft and Fiverr , not to mention a generation of millennials who had the misfortune of entering the workforce during the Great Recession and resultant unemployment wave. That’s the bad news.

Taxes 167

Taxes System Washington Regulation 167

Tefkin

JUNE 3, 2014

While other sectors attract more mainstream press attention (payment, retail banking), the asset management industry is also deeply affected by “software eating the world” Asset Class Competition. Traditional asset management companies are increasingly facing competition on both sides of the performance scale.

Industry 42

Industry Management Innovation Analysis 42

PYMNTS

FEBRUARY 28, 2020

Businesses must thus refine their payroll approaches to encourage America’s younger workers to join their ranks, as Belinda Reany, division vice president and general manager at ADP, explained in a recent interview with PYMNTS. Younger generations] want more choices,” she said.

Cards 130

Cards Meeting Resources Capital 130

PYMNTS

JUNE 12, 2017

Earlier data from Kronos, released in part one of its “Engaging Employees Through Payroll” report, found that 54 percent of the workforce in the U.S. The latest data, released as Part Two of this report , finds how those errors jeopardize a company’s ability to retain those workers. Setting Errors Straight.

Survey 112

Survey Taxes Data Payments 112

PYMNTS

FEBRUARY 29, 2016

Large retailers, like Sears and Kmart, are held to a separate set of standards than their eCommerce counterparts when it comes to collecting sales tax and paying above minimum wage to their large pool of in-store employees. The chain, which operates both the Sears and Kmart brands, reported a loss of $580 million in the quarter ending Jan.

Retail 100

Retail Branding Taxes Operations 100

PYMNTS

FEBRUARY 18, 2019

For those charged with managing the consumer’s trust and safety when transacting online, and in the midst of increasingly clever cybercrooks, being comfortable going against the status quo flow has become much more important than ever before, he said. I joked that I’d be a shoo-in for the job. All while keeping prices low for consumers.

Cards 169

Cards Course Study New York 169

PYMNTS

JANUARY 31, 2020

That theme was apparent in both sets of news reports out of China this week: with movement of both the best kind in the form of expanded commerce capacity and movement of the not so good kind, namely the increasingly large footprint of the Wuhan coronavirus and the uncertainty it carries in its wake. Monzo has already put a toe into the U.S.

Bitcoin 100

Bitcoin Payments Los Angeles blockchain 100

PYMNTS

FEBRUARY 20, 2018

But the data indicates that for an increasing number of users, debt is not being managed correctly. The NY Fed additionally reported that consumer credit (credit figures that do not include real estate debt) rose by $27.95 That by itself isn’t worrisome news: Credit can be useful leverage if used correctly. Rising Consumer Debt.

Lending 105

Lending Cards America New York 105

PYMNTS

JANUARY 26, 2018

It seems an era has drawn to a close at the Consumer Finance Protection Bureau (CFPB) as that under Mick Mulvaney, interim director and Office of Management and Budget (OMB) head, gets underway in earnest. Costco for Millennials: Forget the dad jeans. South Korea is levying heavy duty taxes on trades. The reason?

Lending 101

Lending Cards Millennials Data 101

CB Insights

OCTOBER 10, 2018

DOWNLOAD THE 61-PAGE consumer banking REPORT. Asia is highly competitive, with tech giants like Ant Financial and Tencent’s WeChat actively dominating mobile payments and expanding their reach in financial services across lending, wealth management, and insurance. Millennials. Why now for digital banking startups.

Retail 78

Retail Cards Millennials Mobile 78

CB Insights

NOVEMBER 5, 2019

Download the free report to find out how Asia’s internet giants are creating the playbook for fintech super apps. Ant reported at its Investor Day that since the launch of Xiang Hu Bao, the sale of traditional health insurance products distributed by Ant has accelerated. According to its annual report, MYBank served 12.3M

Fintech 51

Fintech social media Analysis Marketing 51

CB Insights

OCTOBER 26, 2020

In the world of asset management, the biggest players are now dedicated firms like Vanguard. Total assets under management (AUM) at the top asset managers now dwarfs total AUM at the top banks. The disruption of asset management. The other functions of investment banks haven’t performed much better.

Management 78

Management Capital Company Marketing 78

PYMNTS

JANUARY 23, 2017

Yet, he wrote about his struggle to take the hillbilly out of the boy, even though he managed to take the boy out of the hillbilly (town). As I wrote recently, it’s the millennials — who are earning 20 percent less than their parents did at the same stages in their lives and aren’t sure anymore. THE WORKING AND MIDDLE CLASS IN THE U.S.

Innovation 100

Innovation Payments Taxes Policies 100

Fintech Labs Insights

DECEMBER 9, 2016

Wealth management technology provider eMoney Advisor, pictured here at FinovateFall, was acquired by Fidelity Investments in 2015 for $250 million. With 2017 right around the corner, what trends are likely to drive innovations in wealth management technology or Wealth Tech? order management system APIs). Use of Virtual Meetings.

Trends 12

Trends Millennials Management Data 12

Fintech Labs Insights

AUGUST 1, 2016

Avoka’s customer acquisition platform integrates multiple fintech services to help banks, wealth managers and insurers use mobile and digital channels to onboard customers. Consdata offers banks and financial institutions a comprehensive platform for e-form management and customer communication complexities.

How To 12

How To Analytics Millennials Data 12

Fintech Labs Insights

MARCH 22, 2016

That’s why we love compiling the weekly funding report. Alt-lender targeting millennials . Lien rights management. Digital rights management platform on the blockchain. At Finovate, we are all about the new, new thing. Money (usually) flows to the best ideas (or at least the best execution of a good idea).

Company 12

Company New York City Fintech Colorado 12

Fintech Labs Insights

OCTOBER 30, 2016

Deloitte recently asked what we should make of “regtech” in a new report titled, “RegTech is the new FinTech: How agile regulatory technology is helping firms better understand and manage their risks.” Pictured: Hat courtesy of Alloy, a customer onboarding specialist that made its FinDEVr debut in October.

blockchain 12

blockchain Trends Fintech social media 12

Fintech Labs Insights

JULY 16, 2015

Advisor Software uses APIs and apps in a hybrid cloud architecture to steer investment advisors away from traditional wealth management software that’s too rigid, difficult to integrate, expensive, and hard to scale. Hedgeable’s NEXT Partner Network makes private banking platforms available to millennials. See you there!

Company 12

Company Mobile Software Big Data 12

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Built a workflow for the bank so the bank can approve payment and see all compliance and tax information. Think” before you spend.

Mobile 40

Mobile Cards Fraud Data 40