But the new rules may be a boon for some fintech firms.

Jun 13, 2019  |  View as webpage

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Weekly Top 6

1. Reg BI is a gift to ‘wolves of Wall Street,’ says tech CEO

But the new rules may be a boon for some fintech firms. (Financial Planning) Read More

2. Personal Capital is latest hybrid robo to offer banking

The barriers for firms to enter into multiple financial services has dropped significantly and advisory firms are taking advantage. (Financial Planning) Read More

3. Advisor robo tech has no legs, say TD Ameritrade execs

It’s a tool, not a business model, says the custodian’s CEO. Competitors beg to differ. (Financial Planning) Read More

4. Fidelity data-sharing hub aims to end screen scraping

The investment firm is launching a company called Akoya to help ease the technical aspects of sharing data, as well as disputes and liability issues, for banks, fintechs and data aggregators. (American Banker) Read More

5. Why Uber, Grab are taking bigger steps into fintech

The ride-sharing heavyweights Uber and Grab built their markets by making payments seamless, and their expansion plans are similarly hooked into improving payments and other financial services. (American Banker)  Read More

6. Using AI to find the ideal branch location

Paramount Financial Technologies says its software can help banks answer key questions about their branch networks, including when it makes sense to expand them. (American Banker) Read More

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Hot Mic

Why Reg BI won’t ‘move the needle’: Q&A with In|Vest speaker Mike Capelle of United Capital


Q: Will RIAs be able to further differentiate themselves as fiduciaries?

A: We use these terms in the industry, but does the rest of the world understand these concepts? It’s just not reality.

» Read more

On the Agenda at In|Vest 2019

Download the new In|Vest brochure

In|Vest has experienced significant growth since we first released the event brochure. Download the new brochure to see it all, including our new speakers, sponsors and exciting agenda updates.

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Raising Capital

Cloud banking vendor for small institutions gets big boost

Alkami Technology said it would use its latest round of funding to expand its white-label services for small banks and credit unions. (American Banker)

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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