Plaid, Visa, and the best fintech deal that never happened
The lawsuit resonated throughout the worlds of tech, finance, and corporate law, halting one of the largest acquisitions of 2020 dead in its tracks.
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Pairing Wealth With Health: "Lifestyle" Platform Launches
Called “Autumn”, Standard Chartered and Franklin Templeton have partnered to launch a consumer platform.
Online Financial Advisor Blooom Takes the 'F-Words' Out of Retirement
Blooom, an SEC registered investment advisor, is turning heads with a new avant-garde ad campaign.
Why industry has to convert ‘anxious traditionalist’ advisors
Industry veteran on why many finance professionals are still reluctant to embrace digital tools and go beyond the status quo.
BNY Mellon's Pershing Reimagines Its Integration Portal
Pershing has announced that it has launched its next generation integration portal, NetXServices.
Finary wants to create the wealth management dashboard for the next generation
The company lets you aggregate all accounts across various banks and financial institutions so you can track your wealth comprehensively over time.
Why Fintech Brands Have the Trust of Consumers, Even if ‘Fintech’ Doesn’t
Leaders at large financial services institutions see their biggest competitive threats not in their brick-and-mortar peers, but in nimble fintechs.
