The world’s largest robo advisory platform may soon have competition at the top, according to a new study. (Financial Planning) Read More

2.This fintech drove billions in deposits to EU banks. Can it work here?

Raisin is planning to create an online marketplace for high-yield savings accounts, but persuading Americans to save could be a challenge. (American Banker) Read More

3. Wells Fargo snags tech executives from JPMorgan

Steve Hagerman, who was responsible for the first mortgage platform at JPMorgan Chase, will be head of consumer lending technology, among other new hires. (American Banker) Read More

4. How APIs are being used at Citi, BBVA and other leading banks

In the past few years, the technology has been considered a golden key to open banking and innovation. (American Banker) Read More

5. 5 stages of coping with bad tech

It’s hard to fight inertia. Very hard. (Financial Planning) Read More

6. Wealthfront’s new hedge fund style product is down about 5%

Although the firm sees risk parity as a way to compliment holdings of its biggest customers, critics see a volatile fund that has underperformed. (Bloomberg) Read More

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Hot Mic

What advisors get wrong about tech: Q&A with In|Vest speaker Lule Demmissie, Ally Invest president

Q: How can advisors better leverage technology?

A: They first have to become digital natives and know how to integrate technology in the same way that they did their pitch book. That’s not just choosing to use a tablet.

» Read more

On the Agenda at In|Vest 2019

Driving growth with a digital strategy

Digital strategy isn’t just a customer experience play, it’s also about driving growth. In|Vest 2019 has added this group of sessions to explore how firms are using technology strategy and tactics to grow their business.

Learn more | Register

Raising Capital

TransferWise valued at $3.5 billion in latest fundraising round

The payment firm leapfrogged fintech startups, more than doubling its valuation to $3.5 billion that pushes back the need for an initial public offering. (PaymentsSource)