Fintech
Fintech
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Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.
August 6 -
The fintech’s new executive says cryptocurrency will help communities that the financial services industry isn’t serving.
August 6 -
The firm is still determining which other pieces of technology it will retain after acquiring its rival.
August 5 -
Fintechs are facing unique challenges in the pandemic. There might be a resurgence in funding on the horizon, but startups are looking to see what they can do now to weather the storm.
July 31 -
About two dozen advisors are using the software now, and the firm is making changes based on their feedback, an executive says.
July 30 -
The firm is dropping management fees on robo accounts with $10,000 to $50,000, turning to a minimal per-month charge instead.
July 29 -
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Wall Street criticizes rookie investors for driving up stock prices, but there is little evidence supporting the narrative.
July 17 -
Members of Congress question whether the company is doing enough to protect inexperienced customers engaging in high-risk investing.
July 16 -
A former engineer claims he was “routinely harassed and discriminated against” by the custodian and its management.
July 16