Fintech
Fintech
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The bank's 'Project Genome' aims to convert corporate retirement and E-Trade clients to its wealth business.
September 22 -
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Financial Planning's Justin L. Mack recaps a memorable night at the beach sandwiched between rap icons and fintech solutions providers.
September 19 -
Whether it be machine learning, rules-based or something else entirely, wealth management's use of AI needs to be symbiotic with humans to work.
September 13 -
The first fintech talk of Future Proof 2022 was all about how to take "cobbled together" to finesse.
September 12 -
Plus, a new Morgan Stanley retirement portal for advisors, and a DEI focused podcast series from the BLX Internship Program.
September 8 -
After the Office of the Comptroller of the Currency cracked down on a $2.8 billion-asset bank, industry observers expect more scrutiny of the ties between banks and financial technology startups.
September 6 -
Wall Street analysts have presumed that $1.4 billion is now just too much to pay for Wealthfront, but price isn't a sufficient explanation.
September 6 -
The deal would have been Ralph Hamers' biggest transaction since becoming CEO less than two years ago.
September 6 -
Officials say the decision to call off the acquisition, first announced in January, was mutual.
September 2 -
Plus, a new product launch for Riskalyze, growth in the robo-advisor market and an inclusive real estate investing platform.
September 1 -
The bank is focused on digital investing solutions as it widens its wealth management footprint.
August 30 -
While trying to solve a financial problem in his personal life, the MaxMyInterest CEO accidentally became a fintech founder
August 24 -
After a longstanding relationship, the New York alternative investments firm buys a chunk of the Swiss bank.
August 23 -
Plus, Orion Partners with Apex and SigFig expands its executive leadership team
August 19 -
The merger of a pair of industry powerhouses isn't set to complete until 2023. But the veteran Schwab exec gives a preview of what's on the way.
August 18 -
Plus, the best robos for first-timers, low cost and complex planning.
August 18 -
Studies show that the market has created a "Goldilocks" moment for alternatives. But technology and the industry need to work together to get it "just right."
August 10 -
The Women's World Banking innovation challenge wants to fast-track ideas that support women's economic prosperity and empowerment.
August 9 -
A new Arizent study finds that the wealth management industry is deploying AI tools in a significant number of cases at a rate three times higher than those in banking, and even higher when compared to mortgage and insurance.
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