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The infusion comes as the financial services industry continues to search for safer ways for customers to share their account data with third-party apps.
April 26 -
We've sliced and diced our top bank advisers to list the banks and TPMs based on the number of our winners in their ranks.
April 26 -
Ex-Goldman Sachs executive stresses advisers need sophisticated tools to compete in a crowded robo market.
April 26 -
As wealth management innovates, the ongoing trend is toward simplicity, transparency and greater value.
April 26
Jefferson National -
Digit's decision to charge a monthly fee speaks to the challenge of making fintech profitable.
April 24 -
Large financial institutions will be challenged to keep up and stay focused on the rapidly changing robo advice world.
April 19 -
How do smaller firm avoid paying six-digit fines for administrative shortcomings?
April 17Fiduciary Network -
The board also canceled about $47 million of ex-community bank head Carrie Tolstedt’s stock options.
April 10 -
Alibaba's founder backs digital advice for China, where e-commerce giants already sell mutual funds.
April 7 -
Access to banking information ensures advisors can perform holistic planning, fintech firms say.
April 5 -
To save time and money, the megabank is embracing machine learning-driven tools.
April 5 -
On the same day, the OCC faulted the bank for engaging in an “extensive and pervasive pattern” of discriminatory and illegal lending practices for years.
March 29 -
Wirehouse and regional advisers can help honor the industry's top leaders.
March 29 -
Google Play and CFSI aim to improve use of financial health apps through a storefront organized by consumers' needs and by publishing a guide for app developers.
March 29 -
The German bank said the new space will help its 7,000 bankers in New York connect with startups.
March 22 -
Qapital's funding round comes as banks are increasingly adding money-management tools to their mobile apps.
March 9 -
Data aggregators want to apply their technology to lending decisions.
March 8 -
Drew Sievers says the adviser tech firm is ready to cover lost ground in the market and compete.
March 8 -
Some banks are looking to hire advisers or buy firms, while others are looking to get out of the business entirely.
February 17 -
Chatter about bank-nonbank combinations pops up frequently, as it did in a low-profile way this week, but there are reasons you should be skeptical even in these anything-could-happen times.
February 17















