The tech executive says a firm can have modern tools, but without advisor buy-in and agreement to change how business is done, scale can't be achieved. (Financial Planning) Read More

2. JPMorgan's snarky tweet about financial wellness draws swift backlash

Bank critics and some lawmakers quickly seized on a tone-deaf posting that was designed to tout the virtues of saving money. (American Banker) Read More

3. How using social media can boost advisors’ AUM

"High-achieving" advisors online can increase assets by 10%. (Financial Planning) Read More

4. Fidelity boosts tech offerings for advisors

The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems. (Financial Planning) Read More

5. Regulators try a friendlier approach to fintech

The SEC and FINRA have launched groups focused on better understanding this growing area of the industry. (Financial Planning) Read More

6. Up next for advisor recruiting: Augmented reality?

One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow. (Financial Planning) Read More

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Hot Mic

Inside Varo Money's three-year quest for a bank charter

Q: What complicated Robinhood's plans for a national bank charter?

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On the Agenda at In|Vest 2019

Meet the Masters of UX in digital wealth

The driving force behind much of the industry’s transformation is customer expectations for better, richer, faster user experiences. In|Vest 2019 has added this group of sessions that will highlight the firms that are setting the standard in UX. Join them this July 16-17 in NYC.

Learn more | Register

Raising Capital

Goldman Sachs, Regions help raise $55M for construction-lending fintech

Built Technologies will use the money to invest in research and development while it builds out its client base. (American Banker)