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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...
Fifth Third buying health care commercial-payments fintech

Fifth Third buying health care commercial-payments fintech

  • Date: March 8, 2023
Fifth Third's acquisition fits into a trend where specialists are teaming with banks to improve health care...
The Number of ATMs Has Declined as People Rely Less on Cash

The Number of ATMs Has Declined as People Rely Less on Cash

  • Date: March 3, 2023
  • Thought Leadership by: Brian Riley
Banks are also adding more features on the ATM, such as the ability to conduct a remote...
What banks need to know about the White House's cybersecurity strategy

What banks need to know about the White House's cybersecurity strategy

The National Cybersecurity Strategy frames private enterprises' security as important to national security, according to Tracy Kitten...
Citizens finds buy now/pay later opportunity in home technology

Citizens finds buy now/pay later opportunity in home technology

BNPL is a debt product at its heart, and debt products are what banks do, said James...
Orion Launches Compliance Tool With Share Class Monitoring

Orion Launches Compliance Tool With Share Class Monitoring

  • Date: February 28, 2023
  • Thought Leadership by: William Trout
William Trout, director of wealth management at Javelin Strategy & Research, said “this launch is a logical...
Stripe expands smartphone payments to almost all devices

Stripe expands smartphone payments to almost all devices

  • Date: February 27, 2023
  • Thought Leadership by: Marco Salazar
Marco Salazar, director of payments at Javelin Strategy & Research, said, "SoftPOS can be a bridge for...