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With its latest plans, the firm aims to become the world’s next financial super-app, akin to Chinese giants Alipay and WeChat Pay.
February 12
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The organization’s new Thrive Center for Diversity will seek to address the lack of representation of race, ethnicity, age and sexual preference, in addition to gender disparities, in wealth management.
February 12
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The legal tussle represents the latest effort by a brokerage firm to enforce non-solicitation agreements against advisors.
February 11
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The robo's fastest growing business now offers custom model portfolios in a bid to attract more wealth managers.
February 11
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With offices in seven other states, Cresset Asset Management seeks to expand its reach to Texas.
February 11
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The 33-year-old advisor allegedly spent clients’ money on luxury items and business expenses for his startup.
February 11
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Funds at the top have notched triple digit returns in the last year.
February 11
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Financial inclusion is a key enabler to reducing poverty and Fintech is leading the way forward. New businesses and creative banking services are emerging with new means of providing financial services to the financially underserved. But technology is just part of the equation, not the whole solution. Join Daniel Wolfe, Editor-in-Chief of PaymentSource as he explores the issues surrounding financial services as infrastructure and how it can address the wealth gap in various communities with our special guests Wole Coaxum, Founder & CEO of MoCaFi and Marc Weill, Partner & Senior Advisor at Two Sigma Ventures.
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Interim CFPB Director Dave Uejio expressed concern that financial institutions have dragged their feet in resolving disputes with consumers for service issues during the pandemic.
February 10
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Industry insiders discuss how they are using fintech to meet evolving client demands.
February 10
