Fintech
Fintech
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If fintechs can prove effective at overcoming fraud challenges as they scale their customer base, they’ll be able to better capitalize on their unique position of operating independent of legacy platforms as they create a more financially connected consumer experience, writes Dave Excell, founder and CTO of Featurespace.
July 16 -
Executives at the recent In|Vest conference discussed ways to make banks more competitive in the world of financial advice.
July 15 -
Flagstar Bank raids Regions for its director of retail banking; prosecutors allege bank CEO got access to Trump in exchange for approving Paul Manafort mortgage; a potential turning point in fintech regulation; and more from this week's most-read stories.
July 13 -
It will be the third collaboration together for the new CEO and CTO at Pivotus Ventures.
July 12 -
Bradley Leimer, Moderator, Managing Director and Head of Fintech Strategy Explorer Advisory & Capital, Dann Bibas, CEO, Fountain, Deborah Owens, CEO, WealthyU, Saad Zariff, Vice President of North America, Wahed Invest LLC.
July 12 -
Raj Date’s new firm, FS Vector, will help cryptocurrency firms and digital upstarts navigate Washington.
July 12 -
The makings of a true destination RIA
July 12 -
To teach its automated advice platform how to help advisers communicate with clients, the company has sought to develop a bank of knowledge about psychology and other expertise beyond traditional wealth management.
July 12 -
Advisors and clients would benefit acknowledging what's really driving financial decisions.
July 12 -
The challenge in automating cross-selling to customers online is figuring out how to integrate with the core banking platform.
July 11 -
City National is using digital tools to smooth the transition for clients and advisers. Here’s how the bank's doing it.
July 11 -
“I’m perennially scared of overwhelming our customers,” Acorns CEO Noah Kerner says at the InVest Conference.
July 11 -
Panelists: Randy Bullard, General Manager of Wealth Management, SigFig; Hannah Grove, Managing Director and Chief Marketing Officer, iCapital Network; Jon Stevenson, Head of Wealth Management & Banking, MoneyLion; and Kendra Thompson, Managing Director, NA Head of Wealth Management, Accenture.
July 11 -
Panelists: Amber Baldet, Co-founder, CEO, Clovyr; Vern Brownell, CEO, D-Wave; Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley; Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.
July 11 -
Perimeter security is broken, says Amber Baldet, former head of blockchain at JPMorgan Chase and founder of fintech startup Clovyr.
July 11 -
Panelists: Renée D. Brown, CMO, Retail Financial Services, TIAA; Steven Dorval, President, John Hancock Personal Financial Services; Matt Fellowes, CEO, United Income; Roger Lee, CEO and Co-Founder, Human Interest
July 11 -
Digital advice is still in its early days, says SigFig CEO Mike Sha.
July 11 -
The bank is rotating teams dedicated to product and service development across its organization to help implement new ideas quicker.
July 11 -
Apps aimed at the very wealthy have lagged behind those for other groups, but there's interest in developing them, especially ones that track total net worth.
July 10 -
Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.
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