Current billing systems present a number of compliance oversight issues for larger financial institutions, says AdvicePay co-founder Alan Moore. (Financial Planning) Read More

2. BlackRock data leak also ensnared Envestnet advisors

The leak included information on about 12,000 advisors who are affiliated with LPL Financial. (Financial Planning) Read More

3. Banks should take a page from fintechs on innovation

Pay attention to compliance issues and client expectations. Large financial institutions need to adopt a new mindset to compete with tech startups, one that allows them to take risks and put aside legacy systems. (American Banker) Read More

4. Startups take on stress-testing tech

Fintechs are developing data-crunching, automated products that seek to help banks precisely calibrate capital levels. The banks' goal is to pass stress tests while maximizing returns to investors. (American Banker) Read More

5. Voices: Blockchain will make the art market safe for investors

The technology could make collecting more appealing to investors. (Financial Planning) Read More

6. Can crowdsourcing mitigate a dearth of data scientists for banks

Data scientists from NASA, Google and hundreds of other places are working for financial firms in their spare time. Is this a good idea? (American Banker) Read More

Hot Mic

Advisor tech tips to survive the wealth transfer: Q&A with AdvisorEngine CEO Rich Cancro

Q: What is a big hurdle preventing advisor growth?

A: Online presence of an advisor. That can mean their profile on a website, LinkedIn, their use of social media. If you take a step back, advisors typically think that this is a referral business.

» Get the whole conversation

On the Agenda at In|Vest 2019

Call For Speakers Ends January 18

The In|Vest 2019 program is featuring a vastly expanded roster of content, shifting from three tracks to eight, and covering a wide variety of new topics that have become pressing issues in digital wealth management in the past year.

Learn more | Register

Raising Capital

Financial wellness startup Even pulls in big bucks, big talent

Its data-driven financial management services for workers who live paycheck to paycheck — and a contract with Walmart — have attracted executives from Facebook, Slack and elsewhere, as well as a major investment from the head of Box.

» Read more

About IN|VEST

In|Vest is the home of the wealth-tech community and the digital leaders in wealth management. Since its inception, we've united more than 3,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. » Learn More

Weekly Top 6

1. Kitces, Moore crowdsource $2M for next payment tool