The robo advisor wants to cater to RIAs unhappy with the mega merger.
Unsubscribe View in browser
INVEST INSIGHTS
IN|VEST →
Icon December 18-19, 2020 | New York
Featured Speakers    Agenda
Attend
Image
FINANCIAL PLANNING
1. Betterment 'seeing a ton of inbound calls' after Schwab deal: Jon Stein
By Charles Paikert      2 min read
The robo advisor is also pursuing more banking business. Read More →
SPONSOR CONTENT
Learn the first steps to create the right digital advice solution for clients
See how your firm can achieve its goals with a digital advice solution thats high touch and high tech.
LEARN MORE
FINANCIAL PLANNING
2. Goldman pouring resources into revamped FinLife platform: Duran
By Charles Paikert     3 min read
Banking and robo advice will be part of the new digital offering, United Capital's CEO says at MarketCounsel. Read More →
FINANCIAL PLANNING
3. Merrill's race to zero expands throughout self-directed platform
By Jessica Mathews     2 min read
The “vast majority” of retail clients already qualified as of October but certain customers were still paying $2.95 a trade. Read More →
FINANCIAL PLANNING
4. Why robos are no-gos for large firms
By Ann Marsh     2 min read
Robo advice is “a feature, not a business,” one digital expert says Read More →
AMERICAN BANKER
5. Upstart to help banks pay off customers' credit card bills
By Penny Crosman     3 min read
It sounds like something that should be simple — letting a customer pay off their credit cards with a new personal loan — but it's not, according to Dave Girouard, Upstart's CEO. Read More →
AMERICAN BANKER
6. One challenger’s goal: Banking that digs deeper into small-business operations
By Will Hernandez     6 min read
The startup Rho argues that small firms still have unmet needs, especially tracking cash flow in real time. Read More →
 
HOT MIC
Cheryl Nash: Fiserv-PE joint venture eyes deals in wealth management
Image
Q: What are some areas of interest for the firm?

A: We look at our platform from the front, middle and back office, and we look at where we're strong and where there might be opportunities or where our clients have asked us to invest the most. It’s not just about building it ourselves like we have in the past. This time it’s through acquisitions.
Get the whole conversation →
Get Full Coverage from In|Vest West
Financial Planning welcomed hundreds of wealth management executives to In|Vest West. If you weren’t able to make it to San Francisco, we have you covered on Financial Planning’s In|Vest Insights site.
•
Visit In|Vest Insights →
For targeted digital wealth management content.
•
Follow @InVest_Event →
Attendees tweeted with #InVestWest
•
Save the Date for In|Vest 2020 →
In|Vest 2020 is coming to NYC this June 18-19. Save the date!
See Full Agenda →
 
Raising Capital
Image
Now $500 million richer, Chime eyes acquisitions
By Will Hernandez     4 min read
The challenger bank might use the proceeds from its latest funding round to buy other fintechs that would allow it to add more products and services, its CEO said. Read More →
ABOUT IN|VEST
In|Vest is the home of the wealthtech community and the digital leaders in wealth management. Since its inception, we've united more than 5,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. Join us at our next event.... Learn More →
facebook twitter linkedin email
 
 
Unsubscribe  |  Manage preferences  |  Privacy Policy  |  Reprints
SourceMedia
One State Street Plaza, 27th Floor, New York, NY 10004