Social Finance, the online services provider specializing in student loan refinancing, has taken the first step toward offering zero-fee ETFs. (Financial Planning) Read More

2. The app that stashes savings in a ‘money jail’

Fifth Third is offering a new tool that stashes small sums into an account purposely removed from immediate access. (American Banker) Read More

3. Lawsuit against Merrill Edge, BofA targets cross-selling strategies

A financial advisor at another firm says he was promised a lower mortgage rate at Bank of America if he deposited money into his Merrill Edge account. (Financial Planning) Read More

4. Why Envestnet bought Schwab’s PortfolioCenter

The firm expects to add $10 million in revenue once the deal closes later this year. (Financial Planning) Read More

5. Commonwealth’s Advisor360 platform could start an IBD tech trend

The new standalone firm’s first licensing agreement would bring MassMutual’s 9,000 reps on to the platform developed by the No. 4 IBD. (Financial Planning) Read More

6. When tech tools are too good, clients may suffer

There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans (Advisor's Edge) Read More

SPONSOR CONTENT

One step ahead: Help protect your firm and clients from cyber fraud

Technology and cyber criminals are evolving at the same rate, developing new ways to separate people from their assets.

» READ OUR REPORT

Hot Mic

The new strategy for advisor tech tools: Q&A with In|Vest speaker Kevin Adams, SVP of Raymond James

Q: Where do you see tools gaining the most traction in wealth management?

A: There are a handful of tools that have started out as consumer-driven tools. Now, they are beginning to shift toward serving advisors.

» Get the whole conversation

On the Agenda at In|Vest 2019

Meet TD’s “Tiger Team”

Sunayna Tuteja, head of strategic partnerships and emerging technologies at TD Ameritrade, joins the In|Vest keynote lineup. TD is known for first-to-market innovations that appeal to its millennial customer base and Tuteja is leading the charge on these projects.

Learn more | Register

Raising Capital

AI fintechs flush with venture capital sharpen focus on bank market

ComplyAdvantage, Cinnamon and Zoovu recently raised millions to fuel expansion of their automated risk management, data-scanning and customer service products for the finserv industry. (American Banker)

» 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 3,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. » Learn More

Weekly Top 6

1. No-fee ETFs could squeeze online investing platforms