PYMNTS

JUNE 29, 2020

When Bolun Li was in high school, a local bank came in and offered a heavily branded PowerPoint presentation about financial services and money management to students who reacted pretty much the way one would expect. The startup has added a direct incentive. Do a module to earn points (pineapples). What’s Next?

Millennials 263

Millennials Taxes Cards Fintech 263

CB Insights

SEPTEMBER 10, 2019

While the media often portrays millennials as preoccupied with the rising prices of festival tickets and avocado toast, their real financial concerns are a bit more practical. Download the free report to find out how fintech is shaping the future of wealth management and investing. get the REPORT on next generation investors.

Millennials 77

Millennials Mobile Lending Cards 77

PYMNTS

MARCH 13, 2019

Transparency is one theme: 40 percent of participants in the study noted they do not fully trust their partner to manage their combined finances. Read: For Richer or Poorer: How 5 People Co-Manage Money With a Significant Other.]. “He managed to lose over 70 percent of both of their IRAs … in an up market,” Lambert says.

Management 115

Management San Diego Tools North Carolina 115

Abrigo

DECEMBER 15, 2016

The Federal Reserve study also found that 20 percent of small business owners cited managing cash flow as their biggest challenge, even more so than costs, regulation or taxes. This is compounded by the growing trend of Millennial small business owners. This was especially true for young start up firms in high growth stages.

Lending 150

Lending Millennials Study Survey 150

PYMNTS

MAY 4, 2017

In conversation with Cardtronics’ Brian Bailey, managing director for Global Financial Institutions, and Tom Pierce, chief marketing officer of the firm, Webster noted that even with the rallying cry of a war on cash in the digital economies — and in emerging markets — cash is alive, doing well and actually growing in terms of usage.

ATM 192

ATM Millennials United States Study 192

Abrigo

NOVEMBER 17, 2023

Millennials and Gen Zer business owners were more likely than their older counterparts to borrow at the time of the borrowing need or within days of it. Download this infographic to see how construction loan management compares using a spreadsheet-based systems and a software solution. Stop manual tax-data entry.

Lending 221

Lending System Software Taxes 221

BankBazaar

SEPTEMBER 14, 2022

W hile owning a home is a dream come true for most millennial s , if you don’t do the math right, you’ll end up despising what was meant to be a profitable investment. You are responsible for paying for renovations, taxes, repairs, maintenance, and other dues. Advantages Of Owning A Home Compared To Renting .

Millennials 78

Millennials Taxes Payments Marketing 78

PYMNTS

APRIL 9, 2020

government has made additional changes to help both businesses and consumers deal with the strains of COVID-19, by extending the deadline to file taxes to July 15. Fraudsters are moving in to take advantage of tax confusion and consumer stress, however. v in a recent interview with PYMNTS.

Taxes 178

Taxes Mobile Fraud United States 178

PYMNTS

NOVEMBER 13, 2017

Small business owners have a lot on their plates today and, depending on who one asks, top concerns range from taxes to late invoice payments. That doesn’t mean non-millennial entrepreneurs are necessarily struggling, though. Eighty-one percent of U.S. But that doesn’t mean entrepreneurs are worry-free.

Taxes 105

Taxes Survey Capital America 105

PYMNTS

MAY 14, 2018

As noted in a recent report commissioned by ADP, roughly half of Generation Z (47 percent) and about a third of millennials (at 31 percent) would turn down a job if unable to choose how money ends up in their pockets. To that end, as of Monday (May 14), ADP has introduced Wisely Pay by ADP.

Payments 125

Payments Millennials Cards United States 125

CB Insights

DECEMBER 15, 2020

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. .

Management 87

Management Fintech Industry Trends 87

Independent Banker

JUNE 30, 2022

As house prices skyrocket, student loan debt grows and wages stagnate, many Gen Zers and millennials are watching their homebuying dreams move out of reach. Younger millennials and Gen Z buyers—those born after 1980—represent 45% of the total homebuyer market. By Beth Mattson-Teig. So how can community banks help?

Community Bank 143

Community Bank Community Millennials Resources 143

PYMNTS

DECEMBER 28, 2018

“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.

Millennials 145

Millennials Lending Data System 145

PYMNTS

NOVEMBER 2, 2017

According to news from Forbes published last month, small business owners are getting ready to hand down their businesses to millennial entrepreneurs. But it doesn’t have to be that way … Instead of just letting businesses close down, we need more millennials who can identify these opportunities and buy into them and grow them.”.

Millennials 116

Millennials Technology Software Taxes 116

PYMNTS

AUGUST 9, 2017

Organic card growth is likely to return next year, management said, and demographically speaking, millennials have been a tailwind. . million, tied in part to a stronger tax season and tax processing activities up 20 percent. . Management noted that MoneyPak is also seeing growth in its mobile and online offerings. .

Cards 100

Cards Apple Taxes Millennials 100

PYMNTS

JUNE 26, 2018

But, he added, while those debt numbers get a lot of play, it is also worth noting that personal income has gone up $5 trillion in the same amount of time — or $4 trillion after taxes. “This level of debt is more manageable than it was at the time of the financial crisis because of those income numbers.

Millennials 116

Millennials Lending United States Comparison 116

PYMNTS

MAY 9, 2018

And it’s not just about that much-reported millennial “side hustle” either. Or, they can be creative arts performers, such as voiceover artists; technical service providers, such as programmers, and professional service providers, such as attorneys and tax accountants. The gig life isn’t just for Uber drivers.

Miami 102

Miami Taxes Kansas City San Francisco 102

Independent Banker

OCTOBER 1, 2022

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. Millennials.

Fraud 133

Fraud social media Millennials Examples 133

Abrigo

SEPTEMBER 25, 2015

In order for a firm to be sustainable and experience growth, women need to be represented at all levels of management. When some women see other women who are partners in the firm struggling to balance family and work during the long hours of tax season, they may rethink their long-term goals.

Mississippi 150

Mississippi Leadership Millennials Taxes 150

PYMNTS

JUNE 17, 2019

The solution offers invoice generation and submission and the ability to manage expenses. the government has an initiative in place to make tax collection digital. Amaiz , a FinTech based in the United Kingdom, earlier this month said it is debuting a mobile banking app geared toward entrepreneurs. ” The Mobile Banking Advantage.

Taxes 108

Taxes Mobile Software Big Data 108

PYMNTS

MARCH 23, 2020

Shifting tax rules only exacerbate these problems, with 13 percent of freelancers in the U.K. planning to find work outside the country this year due to tax code changes, for example. These workers will likely still expect fast payments regardless of the markets in which their employers are based.

Payments 153

Payments Taxes Trends Examples 153

PYMNTS

FEBRUARY 14, 2019

As Green Dot Chief Revenue Officer Brett Narlinger told Karen Webster in a recent conversation, the same holds true for banks, particularly when it comes to millennial and Gen Z consumers. “My Among the financial services customers want, he said, storing funds, saving funds, sending money and managing accounts are all list leaders.

Branding 155

Branding Millennials Meeting Cards 155

PYMNTS

NOVEMBER 9, 2018

“An increasing number of employers tell us that workers ask for the ability to access their pay with greater flexibility and in a responsible way,” said Craig Cohen, general manager of the ADP Marketplace in a press release. Those consumers said that if they were paid faster, they would be able to better manage their cash flow and pay bills.

Payments 178

Payments Tools Retail Report 178

South State Correspondent

DECEMBER 12, 2024

We assume that every Boomer cannot handle technology, and every Millennial wants to get married late. We can start to see topics that are important to commercial customers such as labor cost, tax efficiency, construction to permanent loans, cash flow management and various forms of savings.

social media 195

social media Tools Marketing Data 195

PYMNTS

FEBRUARY 28, 2018

“As we enter 2018, we are working diligently to improve execution with a focus on conversion, gross margin and inventory management,” CEO Robert Niblock said in a statement. Given the rapidly evolving competitive landscape, we are also accelerating our strategic investments, leveraging the benefits of tax reform.”. tax reform.

Nashville 100

Nashville Tennessee Taxes Course 100

Ublocal

MAY 21, 2024

If you have a stable income and manage your debts well, lenders may still see you as a strong candidate. End-of-Year Tax Advantages Closing on a home at the end of the year can offer tax benefits for the current year, including potential deductions for mortgage interest and property taxes.

New Hampshire 52

New Hampshire Vermont Millennials Marketing 52

PYMNTS

FEBRUARY 29, 2016

Large retailers, like Sears and Kmart, are held to a separate set of standards than their eCommerce counterparts when it comes to collecting sales tax and paying above minimum wage to their large pool of in-store employees. For one, they aren’t shopping in malls, and they aren’t as interested in owning things.

Retail 100

Retail Branding Taxes Operations 100

PYMNTS

JUNE 4, 2018

Beloved by younger millennials and up-and-coming Generation Z members, Snapchat is the little social media engine that could in an era when it seemed the social media die had all been cast (and where Facebook won most of the rolls). Snap’s trouble comes as it has stumbled, post IPO, to grow.

social media 119

social media Google Apple Leadership 119

PYMNTS

FEBRUARY 18, 2019

For those charged with managing the consumer’s trust and safety when transacting online, and in the midst of increasingly clever cybercrooks, being comfortable going against the status quo flow has become much more important than ever before, he said. I joked that I’d be a shoo-in for the job. All while keeping prices low for consumers.

Cards 169

Cards Course Study Retail 169

Tefkin

JUNE 3, 2014

While other sectors attract more mainstream press attention (payment, retail banking), the asset management industry is also deeply affected by “software eating the world” Asset Class Competition. Traditional asset management companies are increasingly facing competition on both sides of the performance scale.

Industry 42

Industry Management Innovation Analysis 42

PYMNTS

APRIL 1, 2019

Demand for a daily pay benefit is especially strong among millennials and Generation Z workers who are accustomed to accessing goods and services via mobile and are also expecting to be paid for their work instantly. Workers want to be able to use that money for necessities and emergencies, he added. .

ATM 109

ATM Taxes Payments Millennials 109

PYMNTS

FEBRUARY 28, 2020

Businesses must thus refine their payroll approaches to encourage America’s younger workers to join their ranks, as Belinda Reany, division vice president and general manager at ADP, explained in a recent interview with PYMNTS. Younger generations] want more choices,” she said.

Cards 130

Cards Meeting Resources Capital 130

PYMNTS

JUNE 12, 2017

For instance, baby boomers are the most well-versed at understanding taxes and deductions on their paycheck, with just 19 percent reporting that this is difficult to understand. Meanwhile, 45 percent of employees ages 18 to 29 said tax and deduction information is difficult to understand. Setting Errors Straight.

Survey 112

Survey Taxes Data Payments 112

NCR

NOVEMBER 6, 2017

Banks have spent a lot of time in the last few years trying to attract the attention of affluent millennial consumers – those born between the early 80s and mid-90s, who are currently an immensely attractive segment for financial institutions. Don’t mix them up with millennials. Putting technology first.

Millennials 73

Millennials Study Groups Mobile 73

PYMNTS

DECEMBER 8, 2017

In an interview with PYMNTS’ Karen Webster and iATS Payments President Andrew Mosawi , the executive noted that, as iATS services over 10,000 clients globally with payment processing across credit card, direct debit and ACH conduits, one truism holds across the industry: Nonprofits are “quite complex in the way that they manage payments.”.

United States 101

United States Course Bitcoin Mobile 101

MyBankTracker

JANUARY 5, 2021

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. The more diverse your portfolio is, the easier it is to manage risk.

Taxes 52

Taxes Tools Online Management 52

PYMNTS

NOVEMBER 16, 2016

More than 60 percent of all property managers own and manage fewer than 20 units. That, on top of the vastness of the $14 billion domestic market for property management, was enough to convince Heiney that property management was ripe for disruption. Here is an excerpt of the conversation.

Management 100

Management System Marketing Payments 100