News and Opinion about Millennials surrounded by fintech & insurtech + Opinion by S. Ernest Paul

Financial Advisors

Financial Advisors / Millennials

November 17th, 2018

The value of ‘skin in the game’ A financial planner sees clients who want to tap their retirement savings to cover college costs — …

Financial Advisors / Financial Literacy / Millennials / Op-Ed

July 16th, 2018

Financial literacy came to a peak for me at a personal vulnerable moment when I was hit by a health event some 3 years …

Financial Advisors

July 16th, 2018

The reality is, female clients as a group have only recently been recognized as a priority by the financial services industry, and they represent …

Financial Advisors / Financial Literacy / Fintech / Insurance

October 24th, 2017

The story behind the story – I spent my early childhood in India. I recall the cash economy we grew up in. Getting a …

Financial Advisors / Fintech / Insurance / Insurtech / Life Insurance / Op-Ed

October 24th, 2017

The lede, followed by the Top 20. While the attention of Fintech and Insurtech is on GenY aka, the millennials, it is the GenX …

Financial Advisors / Fintech / Insurance / Insurtech / Life Insurance

October 24th, 2017

Prudential foray in Singapore with ‘Fintegrate’ to encourage start-ups to  co-develop digital solutions for customers. According to the insurer this is the first such …

Financial Advisors / Financial Literacy / Fintech / Insurtech

October 5th, 2017

    This is the investor version of this booming story.  India would climb to being the 3rd largest economy from being 6th, today. As …

Financial Advisors

August 30th, 2017

Top 3 of the biggest questions when working with clients are: Number One, should I save for college or save for retirement? Number Two, …

Financial Advisors / Fintech

August 21st, 2017

Retirement insight – A new report from GOBankingRates measures how long a million dollars would last for retirees 65 and older, state by state. …

Financial Advisors / Fintech

August 21st, 2017

Will it happen? We shall see. Thanks to the proliferation of robo-advising—investing algorithms that can potentially replace human financial planners—more and more people are starting …

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