SMArtX Advisory Solutions Adds 54 Strategies to UMA Platform

SMArtX Advisory Solutions Adds 54 Strategies to UMA Platform

  • Date: April 7, 2023
  • Thought Leadership by: William Trout
Why Santander's subprime auto lender is expanding to customers with higher credit scores

Why Santander's subprime auto lender is expanding to customers with higher credit scores

  • Date: April 4, 2023
  • Thought Leadership by: Babs Ryan
The subprime market has also gotten “very crowded” in the last few years as credit unions continue...
Acorns Acquires GoHenry, Pixpay

Acorns Acquires GoHenry, Pixpay

  • Date: April 3, 2023
  • Thought Leadership by: William Trout
Shocking data shows digital identity theft is on the rise

Shocking data shows digital identity theft is on the rise

  • Date: March 31, 2023
  • Thought Leadership by: John Buzzard
“Train yourself to step away from or disconnect from communications from people that you don’t know,” says...
Taiko Debuts Strategy Gallery

Taiko Debuts Strategy Gallery

  • Date: March 31, 2023
  • Thought Leadership by: William Trout
William Trout, director of wealth management at Javelin Strategy & Research, said regulatory pressure and the need...
RIAs seek FDIC shelter for client cash in droves after Silicon Valley Bank meltdown with Betterment raising limit by $1 million

RIAs seek FDIC shelter for client cash in droves after Silicon Valley Bank meltdown with Betterment raising limit by $1 million

  • Date: March 23, 2023
  • Thought Leadership by: William Trout
Will Trout, director of wealth management at Javelin Strategy and Research, questions how many investors will take...
Advisors to Drop Mutual Funds for Lower-cost, Personalized Products: Report

Advisors to Drop Mutual Funds for Lower-cost, Personalized Products: Report

  • Date: March 22, 2023
  • Thought Leadership by: William Trout
Direct indexing is “the apogee” of personalization and “implies an unbundling of pooled investments away from mutual...
Brex, flush with new deposits, bets big on travel recovery

Brex, flush with new deposits, bets big on travel recovery

  • Date: March 22, 2023
  • Thought Leadership by: Brian Riley
"Business travel certainly adds scale to the payments industry, but even more importantly, it is an indicator...
In ‘Do Me a Favor’ Scams, a Criminal Pretends to Be Your Pal

In ‘Do Me a Favor’ Scams, a Criminal Pretends to Be Your Pal

  • Date: March 16, 2023
  • Thought Leadership by: John Buzzard
“We train people to be wary of scare tactics,” notes John Buzzard, lead fraud and security analyst...
A 'green' digital debit card concedes the need for plastic

A 'green' digital debit card concedes the need for plastic

  • Date: March 15, 2023
  • Thought Leadership by: Brian Riley
FutureCard's model has some advantages, said Brian Riley, director of credit advisory services and co-head of payments...