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Fidelity Updates Wealthscape Platform, Integration Xchange
“Fidelity has had a big footprint for a while in the RIA space, but while the RIA...
After the acquisition spree
Daniel Gonzalez, research analyst and consultant with California-based Javelin Strategy & Research in Toronto, agreed: “The risk...
Inside iCapital’s $497 million in fresh funding
A reason for the increased interest in iCapital is tied to the explosion of the alts market...
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Debit cards for kids and teens: Everything you need to know, plus our picks
According to a 2018 study by Javelin Strategy & Research, more than one million children were victims...
What does Jack Dorsey's departure as Twitter CEO mean for Square?
"Square is well positioned in the financial services space to do a lot of things," said Daniel...
eMoney Changes Its Vision Of Financial Planning
At a broader level, eMoney is attempting to provide a dynamic link between financial planning and investment...
Simon Markets, +Subscribe Partner to Give Advisors a 'Buy' Button for Alt Investments
“These operational impediments have indeed slowed the growth of the alternatives segment among the independent channel. Many...
Charles Schwab & Co. sets in motion monetization play for the ages to nudge zero-fee trading assets into fee-based accounts, a 'blurring' of lines between self-directed and advised assets
“In fact, Schwab's 13,000 RIAs may turn out to be the quickest and best converts to its...
Fintechs, community banks and the future of small-business finance
"These fintechs have stepped up and provide more insight than banks have," said Ian Benton, a senior...
Buy now/pay later lenders, card issuers vie for travel spenders
"Card issuers still have the upper hand with travelers. They have decades long relationships with airlines, and...
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