Fintech
Fintech
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Venture capital investment has plummeted in many coronavirus-ravaged economies, but larger, profitable fintech firms with the right digital products might still score funding.
April 20 -
The firms have grabbed some three-fourths of the announced incoming advisors, as the pandemic cuts into valuations and casts uncertainty.
April 20 -
Intuitive Advisor is now among the most affordable options for digital investing with human advice.
April 16 -
Firms "pulled in many directions" in recent years can find their way with the right technology, Jemstep CEO Simon Roy says in an episode of Financial Planning's Invest Podcast.
April 16 -
The online brokerage says it has experienced record revenue growth during the coronavirus pandemic.
April 16 -
Wealth management firms have evolved past looking for a “flashy digital product” to solve their technology problems, MyVest CEO Anton Honikman says in an episode of Financial Planning’s Invest Podcast.
April 9 -
Fintechs are offering deep discounts or even free service to hold on to advisors and attract new customers.
April 9 -
As clients expect more from their planners, companies that service advisors are doing what they can to help. A little Tiger King doesn’t hurt, either.
April 8 -
The acquisition would give SoFi control of a technology platform that is currently used by some of its competitors in digital banking.
April 7 -
Your participation in the latest Financial Planning Tech Survey will allow us to analyze and provide valuable information about industry trends. For each completed survey, we will donate $10 to Direct Relief to help in the fight against COVID-19.
March 31