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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 -
The digital advice firm is hoping its 500,000 customers will want to consolidate more of their finances under one roof.
April 27 -
The boost in accounts has helped compensate for withdrawals by investors who need cash.
March 31 -
RIAs already on the platform can stick with the old pricing model or transition to the new one.
March 4 -
“It’s no longer about coming to market and getting funding with some kind of novel pitch and seeing if it sticks,” says an industry analyst.
January 22 -
The robo advisor is also pursuing more banking business.
December 6 -
The mutual fund giant’s automated advice plan could price independents out of the market — and commoditize advice even further.
September 19 -
The sector may be edging into dangerous territory, analysts say.
August 20 -
Acquiring clients can be expensive. Some digital investing platforms have turned to a marketing strategy they say may present “conflicts of interest.”
August 14 -
After almost a decade of competing for digital advice assets, new banking offers have the firms going toe-to-toe again.
July 23