The mobile technology came in last in a new J.D. Power survey. (Financial Planning) Read More

2. How Wealthfront is strengthening its banking arsenal

The robo advisor struck a deal to offer direct deposit service and debit cards. (Financial Planning) Read More

3. Bank of America adds human option to enhance robo investment offerings

The bank becomes the latest brokerage to seek to boost business by blending digital with personalized financial planning. (Reuters) Read More

4. Envestnet’s latest strategy? Offering annuities

Through a partnership with the digital insurance provider Fiduciary Exchange, the firm will soon connect six carriers to the platforms of hundreds of RIAs. (Financial Planning) Read More

5. The tech banks are using to boost deposit growth

Regional and small banks are striking digital partnerships and launching new savings offerings as they attempt to steal away business from bigger institutions. (American Banker) Read More

6. How Heritage Bank is rolling out its first AI chatbot

Lincoln Parks, director of marketing at Heritage Bank, explains the bank’s cautious yet forward-thinking approach to its new virtual assistant. (American Banker) Read More

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Hot Mic

‘Advisors are not technologists’: Q&A with In|Vest speaker Tom Burmeister of Advicent

Q: What’s holding back innovation?

A: Advisors are not technologists. For someone who breaks away and has to piece everything together, it requires a much greater level of sophistication to end up with technology that is right for the practice and makes the advisor as efficient as can be.

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On the Agenda at In|Vest 2019

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Raising Capital

What Biz2Credit plans to do with $52 million

The online lending marketplace will use the influx to diversify the digital products it offers banks.(American Banker)