Fintech
Fintech
-
The bank is taking a cue from FANGs and using data to personalize clients’ experience.
July 24 -
The fintech raised $323 million and is expanding trading of cryptocurrency.
July 24 -
Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.
July 23 -
Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.
July 23 -
Advisors say they’re allocating assets based on client objectives, but they likely are not, according to SEI’s survey.
July 22 -
Financial firms are grappling with what — and how — to tell consumers about the use of their private information.
July 18 -
The asset management and software giants plan to start the rollout of their 401(k) tool and app later this year.
July 17 -
MyVest’s Anton Honikman shares secrets of a successful partnership.
July 17 -
The new digital products are a significant opportunity for the bank, experts say.
July 10 -
Simple solutions may be a better alternative to customization, says the company's CEO.
July 8