The acquisition would give SoFi control of a technology platform that is currently used by some of its competitors in digital banking.

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How do startup executives keep top employees engaged? Even as more work remotely, these firms have found ways to remain connected.

Your goal should be a visually compelling site with brief, concise content that immediately tells a visitor who you are, says marketing expert Dan Sondhelm.

No online lenders are approved for the agency's traditional programs, but they could make loans under the COVID-19 stimulus package if they get special approval.

The problem was from a bug related to an external software provider.

For wealth management to achieve sustainable organic growth, the industry needs to boost the number of households served by financial advisors and firms, consultant Gavin Spitzner says in an episode of Financial Planning’s Invest Podcast.

The fintech giant fattened its war chest with a $40 million investment.

The perennial contender won the top spot in J.D. Power’s annual survey as the coronavirus makes brand and advisor trust even more important to the industry.

The amount of financial advisors changing firms doesn’t capture the breadth of the challenge broker-dealers face to retain them, recruiter Jodie Papike says in an episode of Financial Planning’s podcast.

Wealth management firms will retain employees when they offer flexibility, not just one-off perks.

Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.

Before you do anything else, make sure your practice is optimized for a remote-office situation. Are there compliance standards you need to meet?

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.

For firms that haven't recently updated their capabilities, the next few months will be a rough wake-up call.

The affected system is typically used to process algorithmic trades from hedge funds and decides how and when to send trade requests to different venues.

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.

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.

Financial institutions need to alert customers about emails or websites that pretend to offer important COVID-19 information but instead could end up stealing their account numbers or logins.