Fintech
Fintech
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Is the bank late to the automated investing party, or trying to bring some investors back home?
October 21 -
At the IMPACT 2021 conference, CEO Walt Bettinger and head of advisor services Bernie Clark shared plans to grow the firm’s market share of independent advisors.
October 19 -
Ainslie Simmons, a 20-year veteran of the industry, will serve as president of the new Pershing X division.
October 15 -
In a conversation with Onramp Invest CEO Tyrone Ross at the Bitcoin for Advisors conference, Kitces explains his skepticism towards the asset class.
October 13 -
It will operate with central staff at the group level coordinating with teams within UBS’s wealth, asset, investment bank and Swiss units.
October 13 -
While every firm has unique needs, there are several common paths to take.
October 6 -
Here's what you missed this week in wealth management.
October 1 -
Neobanks and Fintechs have raised the bar in terms of client experience and expectations, forcing incumbents to break free and innovate. Now they are coming after the next generation, launching next-gen youth-focused offerings. Europe is leading this charge with nearly half of the startups based in the region. With the increased popularity and competition how are these neobanks finding different ways to market and monetize? In this session hear from Taylor Burton, co-founder of Till Financial on why there is a race to capture the next generation and how Fintechs like Till Financial is turning is a popular trend into a profitable business.
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The big asset manager’s acquisition of O’Shaughnessy Asset Management is the latest in a string of similar deals by Wall Street.
September 30 -
The goal of Flourish Crypto is to help advisors treat digital currencies like any other asset class.
September 30 -
The appointment comes just three months after a marketing backfire pushed her to step down from a similar role at Riskalyze.
September 30 -
The robo advisor plans to use the capital to expand its business-to-business units.
September 29 -
The wirehouse wants MAX to be the central hub for anything a broker needs while working remotely.
September 29 -
Some independent advisors worry the enterprise deal will slow innovation at the wealthtech company.
September 28 -
Imperatives include modernizing tech to gain and retain clients and provide them with “personalized journeys,” according to a new survey.
September 28 -
The move can help firms reach smaller investors and offer greater portfolio customization, the custodian says, joining peers in offering the share slices.
September 28 -
Purpose-built software promises flexibility and independence but can come with hidden issues and costs, Jed Maczuba argues.
September 23 -
Technology that provides more transparency, customization might lead to more widespread adoption.
September 22 -
The company's new app bundles banking services such as payments, buy now/pay later and direct deposit. But the company plans to add features that could include stock trading, a popular offering from tech startups.
September 21 -
The deal is part of CEO Jamie Dimon’s pledge to “get faster and be more creative.”
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