PYMNTS

MAY 14, 2018

As noted in a recent report commissioned by ADP, roughly half of Generation Z (47 percent) and about a third of millennials (at 31 percent) would turn down a job if unable to choose how money ends up in their pockets. To that end, as of Monday (May 14), ADP has introduced Wisely Pay by ADP.

Payments 125

Payments Millennials Cards United States 125

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

MyBankTracker

JANUARY 5, 2021

Axos Invest makes that simple to do with its range of managed portfolios. People who want the benefit of managed portfolios with minimal fees. Invest automatically with managed portfolios. Tax loss harvesting and unlimited automatic rebalancing. Lacks extensive research tools. Are Managed Portfolios an Option?

Taxes 52

Taxes Tools Online Management 52

PYMNTS

MAY 4, 2017

In conversation with Cardtronics’ Brian Bailey, managing director for Global Financial Institutions, and Tom Pierce, chief marketing officer of the firm, Webster noted that even with the rallying cry of a war on cash in the digital economies — and in emerging markets — cash is alive, doing well and actually growing in terms of usage.

ATM 192

ATM Millennials United States Study 192

PYMNTS

DECEMBER 28, 2018

“Unless we sort this out as a payments financial services ecosystem, we’ll be talking about things a lot more serious than a bunch of consumers feeling stressed out about paying their bills, but [about] managing to pay them somehow, some way, even if they’re late in paying them,” Webster said. Resetting Mortgage Services.

Millennials 145

Millennials Lending System Data 145

PYMNTS

NOVEMBER 9, 2018

The two-week pay cycle may become a thing of the past, with an increasing number of firms embracing instant payments as an option for workers, and as a tool to both recruit and retain employees. 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

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. 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.

Millennials 77

Millennials Mobile Lending Cards 77

NCR

NOVEMBER 6, 2017

Banks have spent a lot of time in the last few years trying to attract the attention of affluent millennial consumers – those born between the early 80s and mid-90s, who are currently an immensely attractive segment for financial institutions. Don’t mix them up with millennials. Putting technology first.

Millennials 73

Millennials Study Groups Mobile 73

PYMNTS

MARCH 13, 2019

Transparency is one theme: 40 percent of participants in the study noted they do not fully trust their partner to manage their combined finances. Read: For Richer or Poorer: How 5 People Co-Manage Money With a Significant Other.]. “He managed to lose over 70 percent of both of their IRAs … in an up market,” Lambert says.

Management 115

Management San Diego Tools North Carolina 115

PYMNTS

DECEMBER 19, 2016

While they enjoy many FinTech innovations, most millennials don’t have a snowball’s chance of earning more than their parents — ever. It’s one thing for the millennial offspring of the billionaire hedge-fund scions to fall short of making a billion because they only manage to pull down $760 million a year. It’s a fact.

Millennials 100

Millennials Fintech Cards Groups 100

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. Younger millennials and Gen Z buyers—those born after 1980—represent 45% of the total homebuyer market. Plenty of tools in the box. By Beth Mattson-Teig. Click to enlarge.

Community Bank 143

Community Bank Community Millennials Resources 143

PYMNTS

JANUARY 31, 2020

As an ex-PayPal-er herself, Mielke noted that she is happy for PayPal — as having a partner like UnionPay paired with the payments license it managed to secure with the GoPay acquisition late last year are an incredibly powerful combination. But in the long term, that isn’t going to disrupt the banks. And it certainly won’t be financed by it.

Bitcoin 100

Bitcoin Payments Los Angeles blockchain 100

CB Insights

OCTOBER 10, 2018

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. This includes targeting the underbanked/unbanked, millennials, students, kids, freelancers, and early adopters of blockchain.

Retail 78

Retail Cards Millennials Mobile 78

Jeff For Banks

DECEMBER 1, 2015

Malls are experiencing difficulty in the United States, as millennials opt for smaller, urban environments to shop. These pre-tax profit ratios are a percent of average branch deposits, and excludes indirect branch operating expense such as Deposit Operations and IT, and overhead such as Executive and Finance.

Pennsylvania 60

Pennsylvania Community Bank Community Taxes 60

PYMNTS

JUNE 29, 2020

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. Gamifying Financial Education. The startup has added a direct incentive. Do a module to earn points (pineapples). What’s Next?

Millennials 263

Millennials Taxes Cards Fintech 263

Fintech Labs Insights

MARCH 24, 2017

Since that time, a few other competitors have launched and are beginning to build steam with their Millennial user base. These are mobile app-based savings tools that differentiate themselves based on simplicity. They use a chat-based interface for client communication and account management. Standalone, automated savings.

Millennials 15

Millennials Massachusetts Taxes Examples 15

CB Insights

NOVEMBER 5, 2019

Both Ant and Tencent have converged on a growth playbook that focuses on converting their massive audiences of digital payments users into consumers of financial services across lending, wealth management, insurance, and credit scoring. Tencent, too, is looking to work more closely with wealth management incumbents.

Fintech 51

Fintech social media Analysis Marketing 51

BankBazaar

JULY 17, 2019

Some websites even offer you tools to compare deals of multiple insurance companies that can help you shortlist the one with acceptable terms and conditions and a low premium. Additional Reading : Top 5 Reasons Why Millennials Need Insurance. Online Vs Offline: Which Is Better?

Policies 60

Policies Online Comparison Millennials 60

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. Task management platform Asana went public via DPO in September 2020.

Management 78

Management Capital Company Marketing 78

MyBankTracker

OCTOBER 2, 2020

If you already bank with Wells Fargo, you can link your accounts to WellsTrade to manage your money in one place. WellsTrade is geared to DIY investors who are comfortable managing their investments themselves. You can easily manage your brokerage account online or from your mobile device with the WellsTrade app.

Taxes 52

Taxes Tools Online Management 52

Fintech Labs Insights

MARCH 22, 2016

million for its compliance tools. Alt-lender targeting millennials . Stock market charting tools. Compliance tools for digital interactions. Lien rights management. Tags: SMB, B2B, accounting, financial management, account reconciliation, bookkeeping. SmartAsset raised $3.8 Qumram raised $2.5

Company 12

Company New York City Fintech Colorado 12

PYMNTS

APRIL 11, 2016

Compared to the alternative — losing it in the market anyway and/or being taxed on whatever returns they might manage to eke out — the downside doesn’t appear too threatening. It’s also true that the tools available to innovators today make platforms easier than ever to create. Worst case — VCs lose it all.

San Francisco 100

San Francisco Operations Examples Branding 100

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

MyBankTracker

NOVEMBER 3, 2020

Recent change in management. The management team of a company can play a major role in its success. Strong, effective management can increase a business’s efficiency and help it grow. Poor management can squander opportunities for growth and resources. Capital Gains Taxes. Value Investing Options. Short-term.

Company 52

Company Taxes Capital Strategy 52

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

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. Fern Software’s FaaS system incorporates free-standing apps to offer tools from vendors with no core system.

Company 12

Company Mobile Software Big Data 12

Fintech Labs Insights

JULY 22, 2015

Advisor Software will provide an overview of its wealth management cloud platform – an end-to-end suite of APIs, apps and widgets that power digital investment advice and financial planning applications. Why it’s a must-see: It has nearly 120 APIs that will power the next generation of digital wealth management applications.

San Francisco 12

San Francisco Video Fintech Data 12

William Mills

SEPTEMBER 7, 2016

B2B marketplace – Professional procurement tool that is open to everyone. 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. Procurement is just the starting point.

Mobile 40

Mobile Cards Fraud Data 40

Gonzobanker

FEBRUARY 7, 2018

Nothing seems to put a bounce in a banker’s step more than a tax break and regulatory relief, and this bountiful energy was radiating at Bank Director’s annual “mecca” for bank M&A in Phoenix last week – Acquire or be Acquired. For those in the know – simply AOBA. The chatter at AOBA centered on three important topics: #1: The Breaks.

Taxes 75

Taxes Video Analytics Arkansas 75

Gonzobanker

DECEMBER 20, 2018

Although the customer journey mapping discipline is a great tool and something Cornerstone leverages, we can’t help but think that the most productive journey this year was Steve Perry’s return to high-pitched vocal finally belting on a new album. Congrats to all for a lot of heavy lifting on the tool-building side of our industry.

Fintech 101

Fintech Conference Innovation Community 101

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

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