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How Venmo's teen account is meant to hook adults

How Venmo's teen account is meant to hook adults

“If you can get a 15-year-old to get Venmo on their phone, they are less likely to...
How to Check Your Child's Credit Report

How to Check Your Child's Credit Report

  • Date: May 17, 2023
More than 900,000 children were identity fraud victims in 2021, according to estimates in a 2022 study...
Income Lab Debuts Retirement Stress Test Tool

Income Lab Debuts Retirement Stress Test Tool

“Investor longevity and a volatile market environment make retirement income planning more important than ever,” said William...
Interactive Brokers Latest Custodian to Target Smaller RIAs with Direct Indexing Rollout

Interactive Brokers Latest Custodian to Target Smaller RIAs with Direct Indexing Rollout

Interactive Brokers has an opportunity specifically with smaller RIA firms, according to Will Trout, director of wealth...
KeyBank using real-time payments to speed up home sales

KeyBank using real-time payments to speed up home sales

As use cases for real-time settlement proliferate, disbursements similar to real-estate closings — where payments that are...
Truist launches its standalone gamified finance app

Truist launches its standalone gamified finance app

Dylan Lerner, senior analyst in digital banking at Javelin Strategy & Research, agrees that gamification can be...
Orion Debuts ChatGPT 3.5 Integration, ‘Redtail Speak’

Orion Debuts ChatGPT 3.5 Integration, ‘Redtail Speak’

“As many of the wirehouses and large global banks have discovered, these preferences may be incompletely supported...
How Bank Apps Know You’re You

How Bank Apps Know You’re You

All of that weighs on a bank’s decision to approve a login or transaction, which assesses risks...
Altruist's Jason Wenk wins Marty Bicknell's capital as part of $112-million 'D' raise but the bigger challenge is winning his RIA's AUM

Altruist's Jason Wenk wins Marty Bicknell's capital as part of $112-million 'D' raise but the bigger challenge is winning his RIA's AUM

“The fact that Altruist has been able to pull off this size of a raise in the...
Alts Tech Platform Opto Investments Forms Advisory Council

Alts Tech Platform Opto Investments Forms Advisory Council

“Given the market uncertainty … and the millions invested in the platform so far, it will be...