1. Vanguard reigning champ in J.D. Power's self-directed investor satisfaction survey; Wells Fargo and Merrill Edge lag

By Ryan W. Neal

In the annual rankings, retail brokerages struggled to keep up with surging investor demand. Read More →

2. How the pandemic has changed tech rollouts at TD

By Penny Crosman

Like many banks, TD Bank Group had to move swiftly to spin up new self-service tools tied to chat channels, e-signatures and PPP lending. Innovation chief Michael Rhodes will continue the faster financial approval and development cycles that COVID necessitated. Read More →

3. Start taking cybersecurity seriously now that everyone is working remotely

By Wes Stillman 3 min read

It’s time to revisit your firm’s protocols to ensure they make sense given widespread tech adoption during the pandemic, writes Wes Stillman. Read More →

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4. J.P. Morgan Asset Management, Morningstar, Broadridge invest $22.3M in fintech collective

By Ryan W. Neal 2 min read

The TIFIN group owns 10 companies building software for individual aspects of the wealth and asset management industry. Read More →

Best Fintechs to Work For

Finicity plots growth in mortgage and credit in yellow sneakers

By Bonnie Sinnock 4 min read

Known for giving away its signature canary-hued Converse to employees and clients, this small API-centric fintech is poised to become a significant player in open banking thanks to parent company Mastercard and its vendor status with Fannie Mae and Freddie Mac. Read More →

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