Investment strategies

While the $632 million-asset nbkc bank was the smallest known participant in the recent round of funding for Greenlight, the investment wasn't its first foray into fintech.

Overstock will offer automated investing to its millions of shoppers. Some financial advisers reacted with a shrug, but are they underestimating the move?

Executives point out while they are fixing the online lender's very public problems, loan originations are still in the billions and it has expanded into wealth management.

Banks' online advice platforms are just the face of a deeper effort to restructure client data and adapt to a digital era.

Jon Stein plans to make Betterment's robo-adviser as personalized and intelligent as the online retailer's recommendation engine.

CME Group plans to offer bitcoin futures contracts by yearend, a sign that financial institutions may be getting ready to trade financial products tied to digital currencies.

Millennials want mobile-first digital advice, and will invest millions on such platforms.

KeyBank is the latest to join the robo-adviser trend. Its investment services unit just announced a partnership with Jemstep, which is eager to do more such deals with banks now that it is owned by Invesco.

Through the partnership, Clarity Money customers can use Acorns’ automated investing features, while Acorns users can see a snapshot of their investing activity in the Clarity app.

Do impact investments — which are made with the intention of fostering social or environmental benefits — underperform? Those involved in the sector answer with a resounding "no."

Access to banking information ensures advisors can perform holistic planning, fintech firms say.

Andy Sieg says the firm's digital wealth and mobile app investments are "a key strategic story."

MarketRiders is the latest digital platform aimed at a specific minority investor community.

Trust and transparency can be strengthened and like-minded borrowers and banks can be brought together if transactions are “tagged” and investments are explained, argues Bruce Cahan, adjunct professor at Stanford University.

In a white paper published Thursday morning, the consulting firm Federal Financial Analytics warns that President Trump’s protectionist attitudes toward the manufacturing and industrial sectors may usher in a new era of uncertainty for the financial services industry.

Wendell Bontrager, formerly a regional president at Old National, will oversee operations, lending at strategy at Equity.

The Lompoc, Calif.-based CU is building a new main office in Santa Maria, Calif., after topping the $1 billion mark.

Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.