Some automated platforms are betting investors will want to know which side of the spectrum companies are on. (Financial Planning) Read More

2. After Quovo deal, Plaid opens its doors to wealthtech firms

The new product will allow fintechs to expand their financial service offerings without changing providers. (Financial Planning) Read More

3. Getting out from under bad tech vendor contracts

HarborOne Bancorp wants agreements to include better protections, such as cost reductions if a service fails. (American Banker) Read More

4. Before they regulate AI, Congress needs to define it

As lawmakers meet this week to discuss artificial intelligence, they should work with regulators to create universal and workable definitions. (American Banker) Read More

5. Advisor tech issues are so cut-and-paste

Many planners are feeling out of touch with modern digital tools. Here are some steps to follow to get back in the game. (Financial Planning) Read More

6. Why Washington mobilized so quickly against Facebook's crypto plans

The speed and the bipartisan nature of the demand for an investigation into Facebook's Libra are a telling development. (American Banker) Read More

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Hot Mic

How to choose your tech stack: Q&A with In|Vest speaker Tricia Haskins of Fidelity

Q: What questions should advisors be asking about security?

A: About the controls in place — not just around the technology, but around the people who have access to the data.

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Raising Capital

Fintech MX gets $100 million in funding to expand operations

The fast-growing data company, which says its mission is to help banks be better consumer advocates, will use its cash infusion for hiring, software development and new partnerships. (American Banker)