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Amerant Bank has invested $2.5 million in Marstone to provide a digital alternative to personal wealth advisors for new and existing clients. The technology "gets planning capabilities into the hands of any customer that wants them," says Jerry Plush, the Florida bank's new CEO.
June 28 -
The joint checking account is similar to its individual checking feature, launched last April, and will target millennial couples in particular.
April 8 -
As it does with savings, Digit's algorithm calculates how much users can siphon off their earnings into retirement without missing the funds.
December 2 -
Clients of the challenger bank's robo-adviser are able to see one another's trades, add comments and watch a leaderboard of top investors.
October 14 -
The fintech Wealthfront's latest wrinkle gives clients a high level of control over their money, including the ability to set automatic transfers to savings accounts or exchange-traded funds.
September 2 -
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 -
As PPP enters forgiveness phase, some banks see outsourcing as best move; after the Fed’s stress tests, Wells Fargo to cut dividend while other big banks boost capital buffer; Supreme Court strikes down CFPB leadership structure; and more from this week’s most-read stories.
July 2 -
Citizens Bank and Citigroup are among the financial institutions plugging away at a service that has gained little traction among customers.
June 26 -
Betterment has debuted a bank account, in conjunction with partner nbkc bank in Kansas City, Mo., that is targeted at millennials and marketed as a complement to its long-term savings products.
April 24 -
Andy Rachleff, the fintech's CEO, discusses the digital bank it's developing and the concept of "self-driving money."
February 3