Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities
Report reveals insights on making the most of technology to acquire and service clients
Recent
The Insurtech Meltdown in the United States Hasn’t Deterred International Startups
Insurtech meltdown in U.S. hasn’t deterred international startups. Fintech subsector is far from dead, according to a poll of Y Combinator startup
What Issuers and Fintechs Should Know About Amazon’s Chase Deal
After threatening to move to other financial institutions, Amazon has decided to keep JPMorgan Chase as its credit card issuer.
Wealth Poised to Make Estate Planning Accessible to All
Estate planning startup Wealth is going after a $180 billion U.S. market by eliminating the three-ring binder of papers.
Willing to Pay More for Personalised Investing
Refinitiv: 64% of millennials and 51% in the 35-54 age bracket are willing to pay more for personalised investing products and services.
Apple Begins its Fintech Offensive
As part of the diversification of its activities towards services, Apple relies heavily on financial services.
SEC Announces 2022 Examination Priorities, Includes Crypto-Assets
SEC is targeting robo-advisers, fractionalization, and other crypto-custody arrangement practices, its examination priorities for fiscal year 2022.
