Fintech
Fintech
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With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity and Vanguard. But it's building the offering on one of its greatest strengths: its network of branch advisors.
August 25 -
Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.
August 25 -
Consumers are confused about FDIC coverage for fintechs, placing the same amount of trust into nonbank payment companies that do not provide the same deposit protection.
August 24 -
As the fintech IPO market is on pause and the total number of deals decreases, select firms are still collecting sizable equity checks from private investors.
August 20 -
In a constantly changing industry, clearing and custody fees defy generalizations. The largest independent broker-dealers present financial advisors with the choice of working with a "self-clearing" firm or one that outsources those essential services.
August 18 -
The agency quietly returned the digital asset company's national trust bank charter filing without issuing a decision. Zerohash plans to refile this month.
August 14 -
The world's largest neobank had a strong quarter as it prepares to launch a bank in the U.S.
August 14 -
Experts predict that either banks or fintechs will sue the Consumer Financial Protection Bureau, depending on the details of the fee structure in its forthcoming open-banking rule.
August 14 -
Altruist has earned legions of fans among financial advisors for sleek technology and low, clear fees. But its critics question whether that is enough to catch up to the giants that have dominated the business for decades.
August 12 -
The banking regulator is in early discussions with trade groups to build an organization for certifying tech providers that pass voluntary due diligence checks.
August 12 -
As more traditional financial institutions turn to short-term liquidity offerings to meet growing consumer demand, legacy earned wage access providers are hoping to get their products in front of more employers – and their employees.
August 10 -
The federal agency has denied the Dutch neobank's de novo bank charter application, citing "significant supervisory and compliance concerns."
August 7 -
Expanding fintech charters and workforces shrinking across the Fed, OCC, and FDIC require financial services leaders to assume the role of technical auditor to protect against systemic contagion.
August 6 -
The online lender said its national bank will become the "primary originator," displacing the banks that are lenders of record. Loan buyers keep their role.
August 5 -
The social media app has partnered with Cross River to manage tasks such as compliance and deposit insurance. But fintech experts say more work is needed before X can threaten traditional banks.
August 4 -
In a webinar last week, Humanity Labs CEO Andrei Pop discussed "the transformative power" he said Mariner's new AI workforce will bring to the firm.
August 3 -
Fintech founder Randy Fernando launched his latest startup, an AI-focused software provider for banks called Maximum, with $30 million in seed funding.
August 3 -
The neobank is the latest fintech to file a de novo trust bank charter application ahead of the GENIUS Act formally taking effect.
August 3 -
"Increase Bank is the bank I needed at Stripe," CEO Darragh Buckley said as he announced the rebrand of a community bank he acquired last year.
July 31 -
The parent company behind Flex Rent submitted applications to state and federal regulators for an industrial loan charter and deposit insurance.
July 27






















