Fintech
Fintech
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The newly formed unit comes just weeks after the CEOs of the six biggest U.S. banks were grilled by Congress over ties to cryptocurrencies.
June 25 -
The company is buying financial-literacy startup PayGrade, which makes a virtual banking and investing product used by K-12 schools.
June 24 -
A top priority of the firm since 2018, advisors will financially be able to paperlessly open new accounts in June.
June 23 -
How technology is enabling new types of payment transmission and what this means for banking.
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Advisors who use at least two of the services will receive discounted pricing.
June 22 -
The deal values the robo advisor at close to $966 million, according to people familiar with the matter.
June 18 -
Building a safer ecosystem: Why transparency, controls, and partnerships will drive next era of financial services.
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Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.
June 17 -
Invent 2021 DevCon will feature keynotes and workshops with project leaders from Microsoft, Uber and Samsung.
June 16 -
Firms using the fintech will lose support on September 6.
June 11 -
The Oracle of Omaha's fintech bet is less a testament to his beliefs about the future of banking than a hunt for standout growth potential, driven by consumers, writes Anjali Trivedi.
June 11 -
The technology debuted at the annual INSITE conference reveals how the firm is looking to expand market share among advisors and fintechs.
June 9 -
Merrill Lynch, Ameriprise Financial and Hightower Advisors are on the list for the 2021 Digital Wealth Management Impact Innovation Awards.
June 9 -
The firm’s head of advisors says implementation required significant additions and enhancements.
June 9 -
The China-based company is said to be working with Goldman Sachs to prepare for the share sale, which could take place as soon as this year.
June 9 -
Cardea Capital signs up for the technology just weeks after a rival attacked the fintech’s methodology and levied accusations of racism.
June 8 -
Research from the FPA found a sharp uptick in planners using and recommending digital assets.
June 3 -
Study after study shows that diverse teams lead to better outcomes. Here's how you can cast a wider net with fintech vendors.
June 2 -
Attitudes toward technology and pricing can make a difference when it comes to adopting financial tools.
June 1 -
So far, customers haven’t shown the same enthusiasm for their debuts as they have for their favorite meme stocks.
June 1


















