The potential move would follow Vanguard's pilot run of a new digital-only platform tailored to retail clients.
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Icon December 5-6, 2019 | San Francisco
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FINANCIAL PLANNING
1. Will Schwab launch a robo for employer 401(k)s?
By Suleman Din      2 min read
The potential move would follow Vanguard's pilot run of a new digital-only platform tailored to retail clients. Read More →
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FINANCIAL PLANNING
2. Registration now open for 2020 Best Fintechs to Work For
    1 min read
The deadline to apply is Sept. 27. Read More →
FINANCIAL PLANNING
3. Vanguard’s robo recommendations? Vanguard funds only
By Sean Allocca     4 min read
The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds. Read More →
AMERICAN BANKER
4. JPMorgan donates $25M to get fintech in hands of underbanked
By Will Hernandez     2 min read
It is the bank’s second big gift to the nonprofit Financial Health Network in recent years, with this one earmarked for a financial solutions lab. Read More →
AMERICAN BANKER
5. Savings app Blast has new target market — PC gamers
By Will Hernandez     4 min read
The app, which started with mobile gaming, will now integrate itself with some of the most popular video games on the market such as Fortnite. Read More →
FINANCIAL PLANNING
6. Advisor tech shifts focus to next-gen clients
By Paola Peralta     3 min read
Of the six finalists at the fourth annual XY Planning Network fintech competition, half focused on addressing concerns of younger investors. Read More →
 
HOT MIC
How tech is altering the fixed-income landscape at a critical time
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Q: How can tech help advisors with fixed income services?

A: “Technology can ... provide a perspective. And that’s just the challenge, to create the code to do that and then onboard relationships,” says Gurinder Ahluwalia, CEO of 280 CapMarkets.
Get the whole conversation →
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Raising Capital
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U.S. investors fund Mexican lenders targeting underserved merchants
By Robin Arnfield     5 min read
Goldman Sachs, Elevar Equity and QED Investors are among institutions financing Mexican lenders that fund SMEs. Read More →
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