08/27/2018
Major Financial Institution Acquires Cryptocurrency Software Firm
EY is one of many major financial firms looking into cryptocurrency investments and services.
FinTech
08/24/2018
Deutsche Bank buys stake in Modo to expand payments biz to non-bank platforms
Deutsche Bank says that Modo's technology will help it expand its existing digital B2B and B2C payments business.
08/24/2018
Private Capital Group selects ERS's Practice Advantage solution
Integrated Solution Enables Advisors at Private Capital Group to Scale & Grow as They Add More Retirement Plans
08/24/2018
ActiveAllocator Deploys Cutting Edge Asset Allocation Platform for South Africa
We intend to take ActiveAllocator to under-served territories and extend the reach of our platform
08/23/2018
What advisers think of JPMorgan's new mobile investing app
With its offer of free trades and plans for a robo-adviser, JPMorgan could be a direct competitor for millennial money
08/22/2018
PractiFI opens US office
In June, PractiFI partnered with Nod, a fintech that creates Statements of Advice (SOAs) in real time.
08/22/2018
JP Morgan to unveil new investing app with an eye-catching, disruptive price: Free
When its engineers flip a switch in coming days, more than 47 million people who already use the company's banking app or website will gain access to the new service, called You Invest.
08/21/2018
Fiserv Upgrades UMA
New features include dashboard alerts, flexible reporting views and a single sign-on to all Fiserv tools.
08/21/2018
12 Tools To Run Your Family Office Like A Silicon Valley Startup
As the sheer speed of change today in virtually every business and communications sphere nears the social equivalent of light-speed, many older family offices have had difficulty keeping their services relevant.
08/20/2018
As financial technology pushes ahead, push for updating regulations grow
It's much more inefficient when some of the subtleties in regulations are slightly different
08/14/2018
Bitcoin investing is creating tax predicaments for hedge funds
As a result, many funds have tried to minimize their liabilities without really knowing what the rules are.
08/14/2018
Canada’s Twist On The Digital Banking Model
Through its Savings Plus account, the company offers high savings on interest rates that are used across a variety of purposes
08/14/2018
UK tops US for FinTech investment, KPMG study shows
To that end, the Big Four firm’s ‘Pulse of Fintech’ report found that the UK also topped Europe for FinTech investment, accounting for more than half of the total investment, which stood at $26 billion.
08/14/2018
Capital Factory exec sees more Dallas family offices investing in tech startups
Bryan Chambers wears many hats in the local venture capital scene.
08/13/2018
Silicon Valley’s Unicorn Elite Are Sitting on $60 Billion in Untapped Wealth
Tech has long been a robust wealth creator: six of the 10 richest people on the Bloomberg Billionaires Index built their fortune in the industry.
08/09/2018
RIA choices for automated advice multiply
For digital wealth management, advisors are now spoiled for choice.
08/09/2018
RIA choices for automated advice multiply
For digital wealth management, advisors are now spoiled for choice.
08/08/2018
Coming of age digitally
Learning, leadership, and legacy
08/06/2018
Jamie Dimon Says JPMorgan Will Use Blockchain ‘for a Whole Lot of Things’
While JPMorgan’s official position on cryptocurrency and Dimon’s opinion do not always coincide, both have seen a shift over the past year.
08/06/2018
Facebook in talks with banks to share customer details, expand customer service
Facebook, which has come under intense criticism for sharing user data with many app developers, was interested in information including bank card transactions, checking account balances, and where purchases were made, according to the source.