The leading TAMP partnered with an exchange to offer advisors prequalified loans for clients by the end of the year.
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Icon December 5-6, 2019 | San Francisco
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FINANCIAL PLANNING
1. Can Envestnet's credit exchange compete with online lenders?
By Sean Allocca      4 min read
The leading TAMP partnered with an exchange to offer advisors access to prequalified loans for clients. Read More →
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FINANCIAL PLANNING
2. WiseBanyan's rebrand is more than just a robo exit
By Paola Peralta     2 min read
Independent investment platforms are projected to lose market share to larger entrants, according to industry data. Read More →
FINANCIAL PLANNING
3. OkCupid for advisors: M&A matchmaking service debuts
By Charles Paikert     3 min read
SkyView Partners' new digital platform for RIA buyers and sellers joins a crowded field. Read More →
AMERICAN BANKER
4. Trust Amazon, Google with their savings? Consumers are split
By Jon Prior     3 min read
Two new surveys have found that most consumers would prefer to stash their cash in traditional banks. But there's one group of savers who would be very comfortable opening accounts with tech giants if given the opportunity. Read More →
AMERICAN BANKER
5. LendingClub's new pitch to institutional investors
By Will Hernandez     3 min read
The company has rolled out an online platform for firms considering marketplace loans as an asset class. Read More →
AMERICAN BANKER
6. 'I don't think we can ignore digital currency'
By Penny Crosman    
Banks shouldn't let the legal and regulatory hurdles deter them, attorney Felix Shipkevich says. Read More →
 
HOT MIC
There's no shortcut to innovation, FIS exec says
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Q: What’s the biggest issue in the industry right now?

A: “The level of sophistication around cybersecurity really has had to escalate. It's taken a tremendous amount of capital and will continue to take a tremendous amount of capital,” says Bruce Lowthers, FIS banking solutions president.
Get the whole conversation →
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In|Vest West, December 5-6 in San Francisco, will focus on cutting-edge wealth technology and feature the fresh ideas from startups that will be the future suppliers and partners to the major firms in our industry.
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Raising Capital
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MetroCity in Georgia raises $26M through IPO
By Ken McCarthy     1 min read
MetroCity Bankshares has said it could use the proceeds to open branches or pursue acquisitions. Read More →
ABOUT IN|VEST
In|Vest 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...... Learn More →
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