RetireUpdate

Bill Winterberg's Flash Briefing on RetireUp's Acquisition of RepPro

01/12/2018

Bill Winterberg, respected personality in the financial planning industry and founder and president...

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Retirement planning space 'ripe for modernization'

01/12/2018

The retirement software space is seeing increased signs of activity, as advisors seek more...

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RetireUp Acquires RepPro

01/11/2018

This article was originally posted on the Retirement Income Journal on January 11, 2018.

RetireUp,...

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RetireUp Acquires RepPro, Creating a Powerhouse Digital Retirement Planning Solution

01/11/2018

CHICAGO, Jan. 11, 2018 /PRNewswire/ -- RetireUp, a retirement planning software for financial...

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RetireUp Integrates with RepPro

01/11/2018

The acquisition comes on the heels of the companies’ joint endeavor, the launch of RetireUp Pro.

...

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Do Clients Ask You To Predict Bitcoin's Future? Try This Instead

01/3/2018

The new year brings new predictions. Almost everyone turns into a prognosticator, guessing how...

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Annuity Sales Dip, Again

01/3/2018

 In early December, the Insured Retirement Institute (IRI) announced the third-quarter results for...

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‘Decumulation’: The Problem May Be Even Tougher Than You Or Your Clients Understand

10/10/2017

This article was originally posted on FinancialAdvisorIQ on October 10, 2017.

Helping preserve a...

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Retiree needs spur digital platform launches

10/3/2017

Helping retirees manage their finances is fast becoming another niche for digital planners, and a...

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RetireUpPro Offers Real-Time Income Planning

10/3/2017

RetireUpPro originated as a response to the Labor Department’s fiduciary rule

This article was...

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Two Tech Vendors Create End-to-End, DOL-Compliant Retirement Planning System

10/3/2017

RetireUpPro is designed to help firms comply with the Department of Labor’s fiduciary rule.

This...

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RetireUp and RepPro Partner to Launch RetireUpPro

10/3/2017

October 3, 2017 (CHICAGO, IL) RetireUp, a retirement planning software for financial advisors,...

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Forbes Selects RetireUp for "Fintech Tools That Can Change The World Of Finance"

05/24/2017

Forbes' Finance Council selected RetireUp as one of their top picks for innovative firms changing...

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Annexus Ventures Announces Plan for End-to-End DOL Platform – RetireUpPro

12/5/2016

The First DOL Solution to Include Fixed Indexed Annuities

SCOTTSDALE, Ariz., Dec. 05, 2016 –...

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Annexus Ventures Announces First Strategic Investment in RetireUp

11/8/2016

Investment Targets Rapid Expansion of Financial Services Technology

SCOTTSDALE, Ariz., 11/08/2016 –...

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Annexus Ventures Closes Strategic Investment in FinTech Firm RepPro

11/4/2016

Investment Targets Smart Digital Application Market Leader

SCOTTSDALE, Ariz., 11/14/2016 – Annexus...

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FA-Mag.com: RetireUp Creating Compelling Retirement Income Discussions

10/12/2016

Financial Advisor Magazine (http://www.fa-mag.com) recently sat down with Michael Roth, Chief...

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InvestmentNews: RetireUp drags and drops annuities into retirement income planning

02/18/2016

InvestmentNews recently sat down with RetireUp CEO Dan Santner to discuss the future of interactive...

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