Fintech
Fintech
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An abundance of software and practice tools has planners and firms overwhelmed. Here’s what it means for the industry.
November 1 -
A series of launches at T3 Enterprise demonstrate how industry firms are embracing change as the advisor tech space becomes hypercompetitive.
November 1 -
Stash is the latest young fintech to pair debit and savings products with financial advice as it competes for clients.
October 30 -
Catering to young clients, Finn by Chase blends instant account access, emojis and PFM tools.
October 24 -
The bank, which has a focus on millennial investors, cited Cetera’s technology tools as a particular attraction.
October 12 -
The world’s largest asset manager is investing in technology in part to diversify revenue as investor money flows into passive.
October 5 -
Clients are already consuming products differently as a result of new technology, says TIAA Chief Digital Officer Scott Blandford.
September 27 -
AI and predictive analytics have key roles in the bank's plan to add automated advice and savings to mobile banking.
September 27 -
Fifth Third Bank tweaks microinvesting premise with software that rounds up debit card purchases to help pay back educational loans.
September 5 -
Advicent's new CEO says enterprise clients are seeking advice on how to transition to a digital era.
August 16