Why clients and their advisors should pay close attention to the fine print.
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Icon June 18-19, 2020 | New York
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FINANCIAL PLANNING
1. Why fintech cash accounts are drawing heightened scrutiny
By Sean Allocca      6 min read
Lack of oversight and potentially risky procedures are — or should be — in the fine print of these wildly popular tools. Read More →
FINANCIAL PLANNING
2. What clients crave in digital banking
By Ann Marsh     3 min read
Trust is the must-have deliverable amid head-spinning transformations in the sector. Read More →
AMERICAN BANKER
3. JPMorgan puts senior credit trader on leave over WhatsApp use
    2 min read
WhatsApp may be a great way to communicate with friends, but when Wall Streeters touch it, their firms get very nervous. Read More →
FINANCIAL PLANNING
4. Why the Envestnet-Dynasty deal matters
By Charles Paikert, Sean Allocca     4 min read
The partnership will likely help both industry titans with their long-term strategic plans. Read More →
AMERICAN BANKER
5. Visa's $5 billion Plaid deal takes a possible rival off the table
By John Adams     2 min read
In the battle to control consumer data, Visa has made a major score by agreeing to acquire Plaid, a technology company that it could have seen grow into a competitor. Read More →
AMERICAN BANKER
6. Quicken launches Simplifi money management app for millennials, Gen Z
By Penny Crosman     3 min read
Thirty-seven years after the release of Quicken desktop software, the company is launching a streamlined app to reach a new demographic. Read More →
 
HOT MIC
Banks best Big Tech on trust, but not much else
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Q: What’s your take on the recent emergence of Google — and other tech giants — in finance?

A: “What’s occurring in banking among Big Tech is a natural evolution. Big Tech is always focused on further monetizing their data relationships with customers, and banking is the next frontier after retail, media and travel,” says Sonny Singh, SVP of the financial services business unit at Oracle.
Get the whole conversation →
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Raising Capital
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Professional Holding in South Florida plans $75M initial public offering
By Ken McCarthy     1 min read
The company, which has agreed to buy Marquis Bancorp, could use some of the proceeds to fund growth and pay off a line of credit. Read More →
ABOUT IN|VEST
In|Vest 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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