Firms look to attract client cash from Wall Street institutions by offering a buffet of services that cover banking and investing needs. (Financial Planning) Read More

2. Inside the Apple Card: Mastercard’s ‘digital first, physical optional’ platform

The product takes a more aggressively digital approach to credit card relationships than most — but the underlying technology isn’t exclusive. (American Banker) Read More

3. Vanguard to roll out robo technology to advisors

The asset manager is “in the beginning stages of building out those capabilities,” according to a spokesman. (Financial Planning) Read More

4. Mobile app upgrades try to catch up to client demand

Eighty percent of advisors use portals. Many clients say they're unhappy. (Financial Planning) Read More

5. Can Goldman really become 'the next big RIA brand' after United deal?

Joe Duran outlines the company’s tech strategy for its mass-affluent advisory push. (Financial Planning) Read More

6. Chase expands digital health care payments via InstaMed acquisition

The bank purchased the cloud-based health care payments platform, which has seen significant growth in the consumer medical industry. (Payments Source) Read More

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Hot Mic

‘Firms need to evolve or they will die’: Q&A with In|Vest speaker Sachin Shah of 55ip

Q: What’s driving new growth?

A: Technology can capture client data from social media, like activity and client likes and dislikes. The industry needs to get to a point where we are collecting that data to really personalize the client experience.

» Read more

On the Agenda at In|Vest 2019

Attendee preview

In|Vest will welcome 1,500+ attendees from across the entire wealth management community. Hundreds of companies have already signed up their representatives. If you're not on the list, then make your plans now to join this influential network.

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Raising Capital

PayPal-backed German fintech wants to improve Americans' returns

Raisin GmbH hired Wealthfront’s Paul Knodel to expand its internet platform for bank-savings products to the U.S. If all goes to plan, the operation will go live within 12 months. (American Banker)