The leading information resource dedicated to serving professionals and entrepreneurs in digital wealth management.
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COVID-19 is bringing business to PayPal, Blend, Symphony and others as homebound consumers and commercial clients seek more electronic services. But demand could cool if the economy slows further.
March 18 -
For firms that haven't recently updated their capabilities, the next few months will be a rough wake-up call.
March 17F2 Strategy -
The tumult is the latest example of the pressures that the firm faces as an upstart in the hyper-competitive and tightly regulated brokerage business.
March 16 -
Financial advisor Alex Chalekian started out his career with a mentor “who was not the nicest person.” Ever since, he has wanted to serve as a resource to fellow planners, he explains in an episode of Financial Planning’s Invest Podcast.
March 12 -
Customers criticized the company on Twitter, with some saying they were unable to place orders.
March 9 -
Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.
March 5 -
A client's lawsuit claims the snafu caused users of its app “to miss out on some of the highest single-day market gains in recorded history.”
March 5 -
RIAs already on the platform can stick with the old pricing model or transition to the new one.
March 4 -
The deal is the latest by a larger company seeking to gain fintech market share.
March 2 -
For planners who embrace the potential to provide these services, it can be a natural next-generation service offering.
March 2