After almost a decade of competing for digital advice assets, new banking offers have the firms going toe-to-toe again. (Financial Planning) Read More

2. Robinhood worth $7.6B after new funding round

The influx comes despite problems with a checking service the company launched last year. (Financial Planning) Read More

3. The fintechs trying to solve America’s retirement problem

Kindur and Finhabits are trying to create retirement plans for people who lack them. Are banks missing an opportunity? (American Banker) Read More

4. Momentum building for subscription pricing

Smaller RIAs want to follow Schwab’s lead. Will the model boost diversity and attract younger clients? (Financial Planning) Read More

5.The brightest fintech minds could be right in your office

New tech-focused programs for employees can help banks evolve from within. (American Banker) Read More

6. Can digital technology really democratise investing?

Robo-advisory services are enabling investors with varying levels of capital to access financial advice, but a level playing field remains elusive. (Raconteur) Read More

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Hot Mic

With so many factors unknowable, planning for retirement is perilous: In|Vest speaker Anne Ackerley of BlackRock

Q: Why is preparing for the unexpected so hard?

A: You don’t know how long you’re going to live. You don’t know what your expenses are going to be, particularly your medical expenses. You don’t know what the rate of return is going to be in the market.

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On the Agenda

In|Vest West is coming to San Francisco

In|Vest 2019 covered the latest innovations in investing, saving and advice. In|Vest West, coming to San Francisco this December 5-6, continues the conversation. Stay tuned as registration will open in the coming weeks.

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Raising Capital

New funding raises N26’s valuation to $3.5B

The challenger bank startup will use the new cash to double its U.S. headcount. (American Banker)