Scenic Advisement’s Leung: Banks aren’t meeting private tech’s needs
The growth of capital in play in the private market is changing how private companies, particularly tech startups, find liquidity...
Wealth Management
Banks navigate UX hurdles in the march to create ‘super apps’
As mobile banking encompasses an ever-increasing number of features, banks are navigating how not to lose the customer in the...
My Money My Future’s Ortega on meeting the needs of underserved customers
Ramona Ortega, founder and CEO of personal finance platform My Money My Future, developed an interest in personal money management...
BankMobile expands platform to student loan refinancing
BankMobile is deepening its relationship with customers by adding student loan refinancing to its portfolio of banking and credit products....
Plaid integrates Quovo’s tech, adding investments to its data-gathering toolkit
Plaid, which allows third-party companies to securely fetch customers’ data from their bank accounts, has launched a new product focused...
Huddl, a social network for investors, to launch in August
Huddl, a digital investment platform headed up by former Blackrock COO Stephen Corliss and former employees of Mastercard, Deloitte and...
HSBC to focus on tech in US branch expansion plans
HSBC, a top global bank with $2.6 trillion in assets, is making technology a core component of U.S. branch expansion...
Ellevest’s Krawcheck believes market is big enough for many winners
Sallie Krawcheck, co-founder and CEO of digital investment advisory company Ellevest, has built an investment product geared at a market...
Betterment moves into HSAs through United Healthcare partnership
Robo-adviser Betterment is growing its enterprise business with a new product for health insurers and their customers. The New York-based...
Inside Wealthfront’s lifelong customer loyalty strategy
Robo-adviser Wealthfront wants to become the center of its customers' financial lives. To do so, it's steadily added products beyond...
