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Advisor-Focused Investment Platform Ethic Raises $50 Million

Advisor-Focused Investment Platform Ethic Raises $50 Million

Will Trout, director of wealth management at Javelin Strategy & Research, said that the rise of advisor platforms like Ethic speaks to demands for a b...
Child Identity Fraud: How to Protect Children in an Increasingly Dangerous Online Environment

Child Identity Fraud: How to Protect Children in an Increasingly Dangerous Online Environment

  • Date: September 9, 2022
  • Thought Leadership by: Tracy Kitten
Children need to know what types of information they should not give out online and learn to identify the tactics used by those trying to scam them, K...
Scripting Attacks on E-Commerce Sites Hit Ally Bank Accounts

Scripting Attacks on E-Commerce Sites Hit Ally Bank Accounts

The ideal e-commerce victim is a low-volume or seasonal business owner who doesn't logon to the payment processing platform for long stretches at a ti...
How to Prevent Your Child's Identity From Being Stolen

How to Prevent Your Child's Identity From Being Stolen

"The numbers are much higher because that doesn't take into account a stepparent or neighbor who steals the child's identity," said Tracy Kitten, Director of Fraud and Security at Javelin.
Boom, boom, boom, Charles Schwab Corp. just spent $220 million to shuck three lawsuits -- a likely 'deck clearing' before the TD Ameritrade merger closes, say multiple analysts

Boom, boom, boom, Charles Schwab Corp. just spent $220 million to shuck three lawsuits -- a likely 'deck clearing' before the TD Ameritrade merger closes, say multiple analysts

Though paying out hundreds of millions to settle cases is a bitter pill, it is also good business for Schwab in the context of strategic priorities, s...
Charles Schwab & Co. turns an RIA page by killing its 'Schwab Private Client' brand to make Schwab DIY investors, with $3 trillion of largely unadvised wealth, 'aware' of its in-house wealth management services

Charles Schwab & Co. turns an RIA page by killing its 'Schwab Private Client' brand to make Schwab DIY investors, with $3 trillion of largely unadvised wealth, 'aware' of its in-house wealth management services

  • Date: July 11, 2022
  • Thought Leadership by: Greg O'Gara
By rebranding, SWA will likely find itself with a larger addressable market, says Greg O'Gara, lead analyst at Livonia, Mich., consultancy Javelin Strategy and Research, via email.
US finance sector encouraged to stay vigilant against retaliatory Russian cyberattacks

US finance sector encouraged to stay vigilant against retaliatory Russian cyberattacks

“The threat is definitely heightened for financial institutions and critical infrastructure across the board," said Tracy C. Kitten, director of fraud...
The DIY banking services customers expect

The DIY banking services customers expect

For many community banks, though, “the pandemic shined a spotlight on digital channels,” says Mark Schwanhausser, director of digital banking at Javelin Strategy & Research.
Fintechs and banks seek to perfect their pitches in plain English

Fintechs and banks seek to perfect their pitches in plain English

“There are serious safety precautions when you are on a flight but they are not taking away from that,” said Dylan Lerner, senior analyst in digital b...
Goldman Sachs turns big page on United Capital with big changes for Joe Duran and FinLife, giving its home-grown executive money, mandate and HR muscle to create national RIA

Goldman Sachs turns big page on United Capital with big changes for Joe Duran and FinLife, giving its home-grown executive money, mandate and HR muscle to create national RIA

Needless to say, Goldman Sachs was going to follow the corporate script, says Will Trout, director of wealth management at Livonia, Mich., consultancy Javelin Strategy and Research, via email.