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College Students Could Fall Victim to These Targeted Online Scams

College Students Could Fall Victim to These Targeted Online Scams

  • Date: December 6, 2022
  • Thought Leadership by: John Buzzard
“Students are prime targets because they are open to buying things in unconventional ways such as through...
Circle, Boston’s biggest crypto startup, cancels deal to go public

Circle, Boston’s biggest crypto startup, cancels deal to go public

  • Date: December 5, 2022
  • Thought Leadership by: James Wester
“With increased scrutiny on the crypto market after FTX’s collapse, getting SEC approval right now would be...
Why the big banks are ‘not keen on letting the data get out’

Why the big banks are ‘not keen on letting the data get out’

  • Date: December 2, 2022
  • Thought Leadership by: William Trout
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

Big banks discuss reimbursement for Zelle users victimized by scammers

  • Date: November 28, 2022
  • Thought Leadership by: John Buzzard
“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?

Can Zelle's fraud-refund plan rebuild trust in its network?

  • Date: November 28, 2022
  • Thought Leadership by: Marco Salazar
“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

Analysts: Envestnet, FNZ Partnership Could Alter RIA Custodial Landscape

  • Date: November 10, 2022
  • Thought Leadership by: William Trout
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

Worldline preps for mobile to take over the point of sale

  • Date: November 9, 2022
  • Thought Leadership by: Daniel Keyes
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

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

  • Date: November 7, 2022
  • Thought Leadership by: William Trout
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

'Robo advice is yesterday's term': Banks see value of human help

  • Date: November 3, 2022
  • Thought Leadership by: William Trout
"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

Coinbase Deal Shows Google Is Committed to Crypto – How Much Depends on Whom You Ask

  • Date: November 3, 2022
  • Thought Leadership by: James Wester
“If you look at what BNY Mellon announced a couple of weeks ago, you have a lot...