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Can payment automation help heal the supply chain?

Can payment automation help heal the supply chain?

"The corporate entities have different procurement and payment processes, and they may not always follow best practices. That makes it hard for banks ...
Charles Schwab & Co. registers TD Ameritrade brokers to rep Schwab products and to retain clients who chose to convert to 'Schwab'

Charles Schwab & Co. registers TD Ameritrade brokers to rep Schwab products and to retain clients who chose to convert to 'Schwab'

  • Date: February 8, 2022
  • Thought Leadership by: Greg O'Gara
The acceleration of putting TDA reps under Schwab registration also helps Schwab by reducing uncertainty and cutting the risk of client and rep attrit...
Fidelity Updates Wealthscape Platform, Integration Xchange

Fidelity Updates Wealthscape Platform, Integration Xchange

“Fidelity has had a big footprint for a while in the RIA space, but while the RIA market continues to expand I don’t get the impression that their com...
After the acquisition spree

After the acquisition spree

Daniel Gonzalez, research analyst and consultant with California-based Javelin Strategy & Research in Toronto, agreed: “The risk for CI is paying the ...
Inside iCapital’s $497 million in fresh funding

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. Advisers holding between 5% to 10% of holdings in alterna...
Debit cards for kids and teens: Everything you need to know, plus our picks

Debit cards for kids and teens: Everything you need to know, plus our picks

  • Date: December 20, 2021
According to a 2018 study by Javelin Strategy & Research, more than one million children were victims of identity theft in 2017, at an estimated cost ...
What does Jack Dorsey's departure as Twitter CEO mean for Square?

What does Jack Dorsey's departure as Twitter CEO mean for Square?

  • Date: November 29, 2021
  • Thought Leadership by: Daniel Keyes
"Square is well positioned in the financial services space to do a lot of things," said Daniel Keyes, an analyst at Javelin Strategy & Research. "Whil...
eMoney Changes Its Vision Of Financial Planning

eMoney Changes Its Vision Of Financial Planning

At a broader level, eMoney is attempting to provide a dynamic link between financial planning and investment management. These are systems that don’t ...
Simon Markets, +Subscribe Partner to Give Advisors a 'Buy' Button for Alt Investments

Simon Markets, +Subscribe Partner to Give Advisors a 'Buy' Button for Alt Investments

  • Date: November 4, 2021
“These operational impediments have indeed slowed the growth of the alternatives segment among the independent channel. Many large brokerages and the ...
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

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

  • Date: November 3, 2021
“In fact, Schwab's 13,000 RIAs may turn out to be the quickest and best converts to its direct indexing.  It's where the opportunity lies. [It] empowe...