Fintechs chasing the Unadvised assets that are up for grabs
By Efi Pylarinou A billion dollars… A hundred billion dollars… Eight hundred billion dollars… One TRILLION dollars… The last time I was hassling in my head with ...
Tag: Wealth Management
Xapo Digital gold custody for wealth managers
Xapo offers an alternative to storing gold. This is like a return to the Wild West days of banking when ...
Announcing the Daily Fintech Index of publicly traded Fintech stocks
The Daily Fintech Index is a list of publicly traded Fintech companies ranked by total market cap and by revenue ...
SalesTech tools for Wealth Management
CRM and Marketing Automation technology is horizontal rather than vertical. It is not Fintech specific. However, Banking Finance Securities Insurance ...
InvestGlass helps wealth managers overcome complexities around risk & compliance
By Efi Pylarinou InvestGlass is an integrated system for professional relationship managers (RMs), wealth managers (WMs), Chief Investment Officers and Chief ...
Personal Capital, Cardlytics Score Massive Funding
The money is still flowing into FInTech startups. Two veteran players, Personal Capital and Cardlytics, both scored big today with ...
The Miserable State of Cash Management Vendors
For the past decade scrappy cash managers at community banks have been working their tails off. It’s time for the ...
Like Schwab, Fidelity Plans to Release Robo-Advisor, Too
Fidelity will unveil its robo-advisor soon, as Schwab also prepares to release a robo-broker.
Betterment Focuses On Tech & Accessibility to Revamp Wealth Management
Brokerage firms have been dealing with their brokers leaving for lesser-known independent funds and startups. What's behind this migration of ...
Everybody Wants Some (CRM) – How ’Bout You?
As financial institutions consider launching or reinvigorating their CRM efforts, here are four considerations recently learned from the banking trenches.
