What happened to Motif?

Charles Schwab, Folio and maybe Goldman Sachs have divvied up the thematic investing company’s remains.

Unsubscribe View in browser FINANCIAL PLANNING 1. What happened to Motif? By Jessica Mathews, Ryan W. Neal 4 min read Charles Schwab and other firms have swooped in to absorb the thematic investing company’s remains, even as the reasons for its demise are murky. Read More → FINANCIAL PLANNING 2. SigFig makes unconventional hire to grow its robo platform By Ryan W. Neal 4 min read New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology. Read More → AMERICAN BANKER 3. Fiserv promotes First Data, JPMorgan vet Frank Bisignano to CEO By John Adams 2 min read Bisignano, who engineered a technology-driven recovery at First Data before it was acquired by Fiserv last year, will take Fiserv's top job as the company forges its coronavirus strategy. Read More → HOT MIC Transforming wealth management with the right M&A deal Q: It’s either the sixth or seventh straight year of record M&A in the RIA space, what is driving all of that volume? A: “Certainly, having low cost of capital and the 10-year coming down is at this particular moment in time helping velocity and the cost of funding, and obviously cheaper cost of funding tends to lead to more activity. But I tend to view it as a much more long-term, secular trend and the evolution of the independent wealth management industry,” says Merchant Credit Partners Managing Partner Rick D'Amico. Get the whole conversation → Raising Capital Funding for fintech startups: Down but not out By Penny Crosman 5 min read Venture capital investment has plummeted in many coronavirus-ravaged economies, but larger, profitable fintech firms with the right digital products might still score funding. Read More → ABOUT INVEST INVEST 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. Join us at our next event.... Learn More → Unsubscribe | About | Contact | Privacy Arizent One State Street Plaza 27th Floor, New York, NY 10004 ©2020 Arizent. All rights reserved.