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Inside iCapital’s $497 million in fresh funding

Inside iCapital’s $497 million in fresh funding

  • Date: January 10, 2022
  • Thought Leadership by: William Trout
A reason for the increased interest in iCapital is tied to the explosion of the alts market... ...
Debit cards for kids and teens: Everything you need to know, plus our picks

Debit cards for kids and teens: Everything you need to know, plus our picks

  • Date: December 20, 2021
According to a 2018 study by Javelin Strategy & Research, more than one million children were victims...
What does Jack Dorsey's departure as Twitter CEO mean for Square?

What does Jack Dorsey's departure as Twitter CEO mean for Square?

  • Date: November 29, 2021
  • Thought Leadership by: Daniel Keyes
"Square is well positioned in the financial services space to do a lot of things," said Daniel...
eMoney Changes Its Vision Of Financial Planning

eMoney Changes Its Vision Of Financial Planning

  • Date: November 17, 2021
  • Thought Leadership by: William Trout
At a broader level, eMoney is attempting to provide a dynamic link between financial planning and investment...
Simon Markets, +Subscribe Partner to Give Advisors a 'Buy' Button for Alt Investments

Simon Markets, +Subscribe Partner to Give Advisors a 'Buy' Button for Alt Investments

  • Date: November 4, 2021
“These operational impediments have indeed slowed the growth of the alternatives segment among the independent channel. Many...
Fintechs, community banks and the future of small-business finance

Fintechs, community banks and the future of small-business finance

  • Date: November 3, 2021
"These fintechs have stepped up and provide more insight than banks have," said Ian Benton, a senior...
Buy now/pay later lenders, card issuers vie for travel spenders

Buy now/pay later lenders, card issuers vie for travel spenders

  • Date: November 1, 2021
"Card issuers still have the upper hand with travelers. They have decades long relationships with airlines, and...
BlackRock's no longer secretive strategy to gain ground on Vanguard and Fidelity in $10.3 trillion DC market will now be tested on 120,000 employees at five US companies where it might work -- or not

BlackRock's no longer secretive strategy to gain ground on Vanguard and Fidelity in $10.3 trillion DC market will now be tested on 120,000 employees at five US companies where it might work -- or not

  • Date: October 29, 2021
"Positioning these funds as 'defined benefit' is in tune with the zeitgeist. BlackRock appears determined to strike...
10 Things to Do if Your Identity Is Stolen

10 Things to Do if Your Identity Is Stolen

  • Date: October 14, 2021
Last year, identity fraud resulted in $56 billion in losses, according to the 2021 Identity Fraud Study...