Voya Adds BlackRock’s Lifetime Income Tool to Retirement Platform
Voya Financial is teaming up with BlackRock to give retirement savers something many 401(k) plans still don’t—an easy, built-in path to guaranteed income in retirement.
Tag: FinancialPlanning
Why Payment Gateways Fail at Subscription Billing and What to Do About It
The subscription economy is booming. From streaming platforms to subscription boxes and SaaS tools, recurring revenue models are increasingly attractive to businesses seeking predictable cash flow and long-term customer relationships. But behind every successful subscription business lies a billing infrastructure that must be more sophisticated than many realize. Unfortunately, not all payment gateways are equipped…
CFI’s FPAP™ Program Named Top FP&A Certification by Expert Consumers
In a world where spreadsheets now drive strategic decisions, Corporate Finance Institute’s (CFI) Financial Planning & Analysis Professional (FPAP™) program is getting top billing. Expert Consumers has recognized CFI as a leading provider of FP&A certification, spotlighting the FPAP™ credential for its practical curriculum, accessibility, and immediate career relevance.
Jump and eMoney Join Forces to Kill Manual Data Entry for Financial Advisors
Manual data entry may finally be on its way out—at least for financial advisors. Jump, the AI platform increasingly favored by advisory firms, has announced a new integration with eMoney Advisor, one of the most widely used financial planning tools in the industry. The collaboration is designed to eliminate the post-meeting data slog that haunts wealth managers, helping them focus on what they do best: advising clients.
Mindcore’s NetSuite Integration Guide Tackles the ERP Silo Problem
If your company is running NetSuite in a vacuum, you’re doing it wrong. That’s the message behind Mindcore Technologies’ latest educational guide, which lays out a clear, phased roadmap for fully integrating the ERP giant with critical business systems like CRM, e-commerce, and accounting platforms.
Singapore Investors Stick with Local Stocks Amid Global Uncertainty, Moomoo Survey Finds
Singapore Retail Investors Double Down on Local Stocks for Stability, Moomoo Survey Shows Amid persistent global uncertainty and macroeconomic turbulence, Singapore retail investors are leaning into local equities as a core pillar of portfolio resilience, according to the latest 2H2025 Retail Investor Sentiment Survey by Moomoo Singapore. The survey, conducted in April 2025 with nearly…
Quinn Raises $11M to Bring AI-Powered Wealth Advice to the Masses
Quinn, an AI-powered financial planning platform, has launched publicly after raising $11 million in Seed funding. The round was led by Viola Fintech, with participation from existing backers, and it signals a serious bet on the future of embedded, scalable wealth advice—delivered by AI, not armies of human advisors.
Jump and RightCapital Partner to Bring AI-Powered Meeting Insights Directly into Financial Planning Workflows
Jump, a leading AI platform for financial advisors, today announced a strategic integration with RightCapital, the fastest-growing financial planning software in the industry. The partnership enables financial advisors to seamlessly sync insights from client meetings—captured by Jump’s AI—directly into the RightCapital platform, eliminating manual data entry and keeping financial plans consistently accurate and up-to-date.
CARET Names Jay Kuhlman CEO to Accelerate Growth in Legal Tech Market
Legal tech player CARET just handed the reins to Jay Kuhlman, a seasoned SaaS executive with a track record of scaling operations and driving sustained growth. The appointment signals a sharpened focus on innovation and market expansion in the highly competitive world of practice management and integrated payments for midsize law firms.
Ramp Hits $16B Valuation as It Doubles Down on AI-Powered Financial Efficiency
Ramp, the financial operations platform known for turning dull finance workflows into silent efficiency engines, just closed a $200 million Series E round at a $16 billion valuation. Once again led by Founders Fund, the raise includes backing from a who’s-who of venture investors—Thrive Capital, D1 Capital Partners, General Catalyst, ICONIQ Growth, and Khosla Ventures, among others.
