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How Pilot Is Innovating Corporate Taxes For Millennial-Run Businesses

PYMNTS

Tax season frustrations can blossom into real financial problems, especially when refunds are paper checks sent through postal mail. Recent research finds that 67 percent of millennial business owners operate independent companies rather than franchises. Proper tax education is critical to any business’s future, Daher said.

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Zillow: Getting Millennials Into The Real Estate Game

PYMNTS

Millennials are never, ever going to buy homes. Why millennials are never going to buy homes is more of a jump ball. According to the National Federation of Retailers, 81 percent of millennials report at least aspiring to homeowners as hip, even if they aren’t there yet.

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Forget Retirement Planning — Millennials Want Student Debt Help From Employers

PYMNTS

As a financial services firm, this was really concerning to us,” Hanson told The Boston Globe. “We We felt that providing a benefit like student loan repayment assistance helps us to address a very real financial concern that is impacting our employees directly.”.

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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Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. Digitization will be crucial for wealth managers looking to capture or retain this generation of clients. In turn, this is driving revenue for big banks. .

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How fraudsters target different generations

Independent Banker

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. Rehman Khan, Travelers.

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AltFin’s Bumpy Ride Into An Uncertain 2019

PYMNTS

“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.

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Axos Invest Review: Automate Your Investment Portfolio

MyBankTracker

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. US Treasuries. Are Managed Portfolios an Option? Blockchain.

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