Website outages and service disruptions during market volatility are damaging customer loyalty at digital brokerages.
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INVEST INSIGHTS
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FINANCIAL PLANNING
1. The biggest cause of client dissatisfaction
By Ryan W. Neal      
Vanguard reclaimed its top spot in J.D. Power’s annual ranking of self-directed investor satisfaction. Charles Schwab retained its position as a leader among DIY investors. Read More →
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AMERICAN BANKER
2. Fintechs help banks manage deluge of emergency small-business loans
By Miriam Cross     6 min read
Online lenders, core providers and software companies have created digital platforms that speed up and simplify Paycheck Protection Program loans for businesses reeling from the coronavirus pandemic. Read More →
FINANCIAL PLANNING
3. How advisor fintechs are adapting to the coronavirus crisis
By Ryan W. Neal     5 min read
Fintechs are offering deep discounts or even free service to hold on to advisors and attract new customers. Read More →
 
HOT MIC
Three critical shifts in wealthtech
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Q: What kind of metrics would you be able to provide to define the current scale of MyVest?

A: “MyVest itself is about 125 people. We are headquartered in San Francisco; we have offices in a few other cities. We’re in growth mode, which is a very exciting place to be, and we’re benefiting from a strong relationship from our parent company, who has continued to invest in us since the acquisition, which happened in the summer of 2016,” says MyVest CEO Anton Honikman.
Get the whole conversation →
 
Raising Capital
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SoFi to buy payments firm Galileo for $1.2 billion
By Kevin Wack     2 min read
The acquisition would give SoFi control of a technology platform that is currently used by some of its competitors in digital banking. Read More →
ABOUT INVEST
INVEST 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. Join us at our next event.... Learn More →
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