Equity broker or investment advisor? Who cares.
Aphrodite, a Femtech leader, has moved countries half a dozen times and maintains accounts (or trails of accounts) in each...
Wealth Management
TD Bank Launches Moven-Powered MySpend To Help Canadians Spend Wisely
TD Bank announced yesterday that Moven's real-time money-management tool was live in its mobile app for Canadian customers. This is the first...
Yodlee Widens Its Lending Services with Credit Risk Data Product
A few weeks ago Yodlee partnered with Vanguard to practice wealth management. Now the firm's palette is expanding yet again, to...
US Financial advisers: confused and plucking daisies
April is underway and as I think of the digitization in wealth management for financial advisors, I see a confused...
Fintech’s Power Grab — in The New York Times
Ok, it's safe to say fintech has hit the big time. The New York Times covered the subject -- and...
3 Startups to Watch: Leveraging Market Niches for Next Gen Investment
A few weeks ago we focused on invest tech, and brought up three startups working to help the market-savvy turn...
Ally Buys TradeKing to Move into Wealth Management Sector
The branchless financial institution Ally Bank is expanding its offerings with the upcoming acquisition of TradeKing, a wealth management platform, announced...
Navy Federal Credit Union Joins Bank Innovation INV
Bank Innovation INV today announces the addition of Navy Federal Credit Union as a member of Bank Innovation INV, the...
Top 5 Fintech Raises: Betterment, Chase Bank, Bitt, and More
Fintech is far from a U.S.-only phenomenon, as this week's top funding rounds make clear. The week's top raises runs the gamut from...
It’s Getting GUI Out There
All that GUI out there might just change fintech forever. Increasingly, developer-level applications are offering up their wares not as "only...
