The anonymous letter further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform.
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Icon December 5-6, 2019 | San Francisco
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FINANCIAL PLANNING
1. Envestnet-fintech dispute takes a nasty turn
By Sean Allocca      3 min read
The document further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform. Read More →
FINANCIAL PLANNING
2. Registration now open for 2020 Best Fintechs to Work For
    1 min read
The deadline to apply is Sept. 27. Read More →
FINANCIAL PLANNING
3. Pershing unleashes AI tools amid ‘foundational change’
By Tobias Salinger    
The firm’s director of technology and client engagement discusses chatbots, predictive analytic tools and what else is up next for advisors. Read More →
AMERICAN BANKER
4. Kabbage will buy small-business data provider
By Kevin Wack     2 min read
The acquisition of Radius Intelligence fits with the online lender's existing focus on small commercial borrowers. Read More →
PAYMENTSSOURCE
5. The breach wave has created a crisis of trust
By Justin Fox     3 min read
Consumer trust is hard to win, easy to lose, and eroding daily as attackers achieve success with fraudulent transactions, says NuData Security's Justin Fox.
Read More →
AMERICAN BANKER
6. Mobile checking fintechs look to pick off unhappy small-business customers
By Will Hernandez     3 min read
NorthOne's U.S. launch joins other app providers hoping to attract entrepreneurs and freelancers with features such as real-time insights into cash flow. Read More →
HOT MIC
How American Express uses machine learning to detect fraud
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Q: How is data analytics helping to track down fraudulent transactions?

A: “The biggest, most valuable piece is to stop it before it starts. So, prevention is definitely better than a cure.”
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Due Friday, September 20, 2019
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Raising Capital
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Fintech aims to resolve bank infighting over robo assets
By Suleman Din     3 min read
Despite the growth of digital advice, there's resistance to the business inside banks because of internal politics and a lack of data sharing, the company's CEO says. Read More →
ABOUT IN|VEST
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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 →
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