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Grayscale shreds the hype about Bitcoin's power to 'democratize' finance

Grayscale shreds the hype about Bitcoin's power to 'democratize' finance

  • Date: September 28, 2021
It makes sense because [iCapital] is following the money. Grayscale is the largest digital currency asset manager … [iCapital’s] partnering up with a ...
Schwab Pilots Direct Indexing and Plans Advisor Launch

Schwab Pilots Direct Indexing and Plans Advisor Launch

  • Date: September 28, 2021
Schwab’s pilot program is a “signal moment” for direct indexing, said William Trout, director of the wealth management division at Javelin Strategy & ...
iCapital Buys Structured Notes Firm Axio Financial

iCapital Buys Structured Notes Firm Axio Financial

  • Date: September 21, 2021
iCapital’s acquisition of a structured notes technology provider like Axio is in the “sweet spot” for the former. Earlier this month, Trout published ...
PayPal's 'super app' escalates battle against banks, fintechs

PayPal's 'super app' escalates battle against banks, fintechs

  • Date: September 21, 2021
By centralizing all of its services in a single app, PayPal is combating the commoditization of traditional credit and debit while creating a venue fo...
PayPal's 'super app' escalates battle against banks, fintechs

PayPal's 'super app' escalates battle against banks, fintechs

  • Date: September 21, 2021
"If PayPal adds investing to their app sooner rather than later it will be good. By centralizing all of its services in a single app, PayPal is combat...
The ESG Phenomenon - Royal Bank Of Canada, Refinitiv

The ESG Phenomenon - Royal Bank Of Canada, Refinitiv

  • Date: September 16, 2021
"The expectations of a new generation of investors are reverberating up the asset management value chain. These center on investing to environmental, ...
After freemium-like beginnings, Vanguard Group is priming its $243-billion RIA as a profit engine

After freemium-like beginnings, Vanguard Group is priming its $243-billion RIA as a profit engine

  • Date: September 7, 2021
New thinking appears to be talking hold in Malvern. There is revenue pressure, and Vanguard faces competition for the VPAS investor dollar on a number...
Fidelity Investments pulls out stops on perks to raise headcount by 7,000

Fidelity Investments pulls out stops on perks to raise headcount by 7,000

  • Date: September 3, 2021
This hiring spree is just the latest manifestation of a technological arms race that is transforming the industry. I believe Fidelity sees the investm...
Riskalyze Recapitalizes With Hg Capital

Riskalyze Recapitalizes With Hg Capital

  • Date: August 25, 2021
Wealth Management - The company isn’t running out of money. It’s stepping into gear and will expand its capabilities beyond risk profiling and models ...
What’s driving the boom in auto refinancing

What’s driving the boom in auto refinancing

  • Date: August 25, 2021
American Banker - “If you went the past year without making a mortgage payment, you weren’t too worried about what your car payment was. Refinancing a...