Can Envestnet's credit exchange compete with online lenders?

The leading TAMP partnered with an exchange to offer advisors prequalified loans for clients by the end of the year.

Unsubscribe View in browser IN|VEST WEST → December 5-6, 2019 | San Francisco Featured Speakers Agenda Attend FINANCIAL PLANNING 1. Can Envestnet's credit exchange compete with online lenders? By Sean Allocca 4 min read The leading TAMP partnered with an exchange to offer advisors access to prequalified loans for clients. Read More → SPONSOR CONTENT Connecting Clients to Liquidity Understand why and when it can make sense to borrow against an investment portfolio Increase your AUM FINANCIAL PLANNING 2. WiseBanyan's rebrand is more than just a robo exit By Paola Peralta 2 min read Independent investment platforms are projected to lose market share to larger entrants, according to industry data. Read More → FINANCIAL PLANNING 3. OkCupid for advisors: M&A matchmaking service debuts By Charles Paikert 3 min read SkyView Partners' new digital platform for RIA buyers and sellers joins a crowded field. Read More → AMERICAN BANKER 4. Trust Amazon, Google with their savings? Consumers are split By Jon Prior 3 min read Two new surveys have found that most consumers would prefer to stash their cash in traditional banks. But there's one group of savers who would be very comfortable opening accounts with tech giants if given the opportunity. Read More → AMERICAN BANKER 5. LendingClub's new pitch to institutional investors By Will Hernandez 3 min read The company has rolled out an online platform for firms considering marketplace loans as an asset class. Read More → AMERICAN BANKER 6. 'I don't think we can ignore digital currency' By Penny Crosman Banks shouldn't let the legal and regulatory hurdles deter them, attorney Felix Shipkevich says. Read More → HOT MIC There's no shortcut to innovation, FIS exec says Q: What’s the biggest issue in the industry right now? A: “The level of sophistication around cybersecurity really has had to escalate. It's taken a tremendous amount of capital and will continue to take a tremendous amount of capital,” says Bruce Lowthers, FIS banking solutions president. Get the whole conversation → Join the Digital Wealth Industry at In|Vest West In|Vest West, December 5-6 in San Francisco, will focus on cutting-edge wealth technology and feature the fresh ideas from startups that will be the future suppliers and partners to the major firms in our industry. • Meet Our First Speakers → And stay tuned. There are more to come! • Get your ticket → Early Bird rates end November 1. • Sponsor or demo at In|Vest West → Sign up now. Limited opportunities remain. See Full Agenda → Raising Capital MetroCity in Georgia raises $26M through IPO By Ken McCarthy 1 min read MetroCity Bankshares has said it could use the proceeds to open branches or pursue acquisitions. 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...... Learn More → Unsubscribe | Manage preferences | Privacy Policy | Reprints One State Street Plaza, 27th Floor, New York, NY 10004