Schwab Faces Class Action Suit Over Robo Cash Allocations
The plaintiffs refer to a Backend Benchmarking study that estimates the high cash holdings cost investors a combined $531m in potential gains.
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How To Sway Your Fintech Partners' Development Cycles
You can keep an open line of communication with your vendors. Share your ideas and hopes for their product roadmap. But maintain clear priorities!
Robinhood Hit at SEC Committee Meeting for Practices that Mislead Users
Retail investors, particularly novices, are being misled — intentionally or otherwise — by robo-advisors such as Robinhood Financial.
Blockchain Tech Appears in a Myriad of Financial Applications
Blockchain, the technology behind cryptocurrency craze, is becoming more popular thanks to a potential to optimize operations in various businesses.
Why Not Having the Right API Strategy Is a Client Retention Issue for Fintechs
The Era Of Walled SaaS Gardens Is Dead. Not long ago, software platforms could live in isolation. Then services fragmented, and became more niche.
Smartleaf Inc. Announces Integration with SS&C Technologies’ Black Diamond Wealth Platform
Smartleaf, Inc. today announced an integration with SS&C Technologies' Black Diamond® Wealth Platform.
New Research from the Money Management Institute and Aon
Research from Money Management Inst. and Aon Finds Digital Leadership Helps Wealth Management Firms Maintain Client Satisfaction Levels During Covid19
