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Vestwell Eyes 'Multi-Billion-Dollar' Future After Landing $70M Investment
Wealth Management - Small businesses of [up to] 1,000 participants represent a huge, underserved target that traditional...
Are you a victim? Mail ID theft arrest prompts warning from Hamilton Co. D.A.
News Channel 9 - This was a perfect scam, this woman had a lot of experience in...
Banks combat identity thieves by segmenting customer warnings
American Banker - For some institutions it’s [consumer education campaigns] been a focal point for a long...
The fintechs stepping into the void left by Simple
American Banker - “Savings has turned into one of the hot topics of 2021, partly because of...
How to Spot Scam Texts on Your Smartphone
AARP - Mobile scams - The gift that keeps on giving- in the worst way possible way...
Refinitiv launches platform for wealth management firms and their active trader customers
Wealth Adviser - Sophisticated analytics, personalised content and an easy-to-navigate interface form the centerpiece of a modern digital...
Small bank's major feat: Building digital account opening in-house
American Banker - "Offering a digital application for business accounts is unique, let alone building one yourself...
Why You Can’t Afford to Stay in the Dark on the Dark Web
MoneyWise - “We saw a huge uptick in #scams as a result of the pandemic and consumers...
Vise falls way short of $1 billion projections after RIAs balk, but venture capitalists promptly reward fledgling with $1-billion valuation -- based on $5-trillion vision
RIABiz- "Vise offers a unique value proposition because it makes the investment journey simpler … [and] they...
Is BBVA's shutdown of Simple a bad sign for bank-fintech mergers?
American Banker - “Simple didn't have a particularly large customer base, but the big question we all...
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