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Harness Wealth raises $15 million to democratize the power of family offices
Family offices have existed since the 1800s, but they’ve never been so manifold as in recent years.
Jamie Dimon Too Busy Buying Fintechs To Check In On Fintech He Already Owns
The SEC has announced that JPMorgan Chase-owned Neovest has agreed to pay a $2.75 million penalty for its failure to register as a broker-dealer.
Four Trends In Fintech And How They’re Modernizing The Consumer Experience
These four trends demonstrate how fintech innovations are streamlining the user experience and transforming the financial landscape.
8 Reasons Women Should Get a Financial Advisor Right Now
It’s been tough for everyone trying to hold onto their jobs during the pandemic, but it’s been especially hard on women.