Fintech
Fintech
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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 -
The two companies have deep ties and are now formalizing the bond.
July 15 -
Chief information officer Frank LaQuinta reveals the firm’s $500 million acceleration strategy, plus how advisors are using technology during the coronavirus pandemic.
July 13 -
The latest cash influx values the fee-free trading app at $8.6 billion.
July 13 -
Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.
July 13 -
A class action asserts that the data aggregator accesses more of consumers' bank account information than it needs and ultimately aims to sell the data to others. Plaid, which has agreed to be sold to Visa, denies the allegations.
July 13 -
The funds helped the firms offset diminished revenue and preserve jobs, executives say.
July 8 -
The survey's perennial champions scored higher than competitors like Wells Fargo, Ameriprise and LPL on every metric.
July 7 -
Jane Gladstone, new president of Promontory Interfinancial Network, says the recession will accelerate the shakeout among the nonbank disruptors and that small banks have an opportunity to forge new bonds with the survivors.
July 6 -
Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.
July 2 -
The deal would pair plan sponsors on Empower’s platform with the hybrid robo advisor’s technology and advice capabilities.
June 29 -
The company’s new suite of APIs is designed to help firms develop technology with its data, but they aren’t the only player using data to conquer advisor fintech.
June 27
















