Tag: retirement planning

California retained its top position in the US FinTech market with...

Key US FinTech investment stats in H1 2026: US FinTech deal activity grew 25% YoY Californian companies retained their top spot in the US...

Stash taps Capitalize to tackle forgotten 401(k) savings

Stash is embedding Capitalize’s rollover technology into its app, giving eligible US customers a way to locate and consolidate old 401(k) accounts without leaving...

Why CPF lifecycle models risk getting age 55 wrong

Kidbrooke has warned that lifecycle investment models built for Singapore's Central Provident Fund (CPF) scheme could be producing dangerously misleading attainment figures, unless they...

MissionSquare expands into personal wealth management

MissionSquare has expanded beyond its retirement-focused offering with the launch of a personal wealth management business, giving its existing customer base access to investment,...

CPF lifecycle funds: the analytics gap that could sink bids

For providers hoping to run Singapore's CPF Lifecycle Investment Scheme, designing a glidepath is the easy part. According to WealthTech firm Kidbrooke, the far...

Why CPF glidepaths will live or die on analytics, not allocation

Singapore's CPF Lifecycle Investment Scheme has put glidepath design under the spotlight, but according to FinTech firm Kidbrooke, the harder test lies beneath the...

How financial simulation engines close the advice gap

The retirement planning tools used by most financial institutions share a fundamental flaw: they assume the future moves in a straight line. Enter your savings,...

Why pension transition overviews fail to communicate

Dutch pension insurers are producing transition overviews that tick every legal box and still leave participants fundamentally confused about what is happening to their...

Canadian FinTech funding rose by 52% YoY in Q4 2025 as...

Key Canadian FinTech investment stats in Q4 2025: Canadian FinTech funding rose by 52% YoY Average deal value increased to $89.1m as investors demonstrated...

UAE group pensions: designing digital-first savings

Insurers, employers and technology providers across the UAE are moving quickly from discussing workplace savings to building real programmes that can compete for talent...

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