News by FinTech Collective

FinTech Collective

April 18, 2024

https://www.passle.net/Content/Images/passle_logo-186px.png Passle https://passle.net

Although the average millennial is less wealthy than boomers at their age, the richest far exceed their older counterparts. This has...

FinTech Collective

June 15, 2023

https://www.passle.net/Content/Images/passle_logo-186px.png Passle https://passle.net

According to J.D. Power's 2023 U.S. Retail Banking Satisfaction Study, people under age 40 are looking to actively seek out in-person...

June 26, 2020

https://www.passle.net/Content/Images/passle_logo-186px.png Passle https://passle.net

For years, there have been mutual funds and ETFs focused on companies scoring well on various environmental, social and governance...

March 20, 2020

https://www.passle.net/Content/Images/passle_logo-186px.png Passle https://passle.net

46% of millennials say they prefer to learn about finance on a website, and only 25% would go to an in-person expert. A Gallup study...

March 15, 2019

https://www.passle.net/Content/Images/passle_logo-186px.png Passle https://passle.net

Shunned by traditional advisers the FT explores where younger investors are going for their financial advice.

{

You might think you’ve got to the stage where you need the services of an independent financial adviser (IFA) — but would they take on a...…