Why the big banks are ‘not keen on letting the data get out’
Globe Advisor editor Pablo Fuchs spoke with William Trout, at the Canadian AdvisorTech Expo about the difference...
Big banks discuss reimbursement for Zelle users victimized by scammers
“I remember very distinctly paying someone to work on my home during sort of like, peak COVID...
Can Zelle's fraud-refund plan rebuild trust in its network?
“This is about building confidence in the network. It’s a way to make the fraud claim process...
Analysts: Envestnet, FNZ Partnership Could Alter RIA Custodial Landscape
Will Trout, director of wealth management at Javelin Strategy & Research, said that the potential, despite the...
Worldline preps for mobile to take over the point of sale
The technology is likely to gain popularity with small merchants in particular because it
allows them to...
After Fidelity grabs huge slice of NTF market, Charles Schwab & Co. undercuts OneSource by creating a second NTF program where zero commissions apply to 930 mutual funds for half price
Schwab is also more on offense than defense with INTF, says Will Trout.
'Robo advice is yesterday's term': Banks see value of human help
"There is comfort in being able to speak to someone about complicated issues, even if you
don't...
Coinbase Deal Shows Google Is Committed to Crypto – How Much Depends on Whom You Ask
“If you look at what BNY Mellon announced a couple of weeks ago, you have a lot...
Farther struts its startup magic and shows why a $375-million RIA can be worth $50 million -- by getting four advisors to bring books of business just to be part of the enterprise
“For these smaller shops, the economics of joining Farther will be far more attractive than anything they...
Adyen adds small-business credit to take share from banks, fintechs
"Offering these sorts of products is table stakes at this point," said Marco Salazar, director of
payments...