Although first written off by experts, independent digital-first firms now hold tens of billions in assets. (Financial Planning) Read More

2. JPMorgan Chase launches automated investment portfolios

The new digital products are a significant opportunity for the bank, experts say. (Financial Planning) Read More

3. How one small bank is getting rich in wealth management

Peapack-Gladstone in New Jersey more than doubled its assets under management in the last six years. (American Banker) Read More

4. Why advisors 'must love technology more than they fear change'

Digital transformation will only accelerate, a technology consultant tells wealth managers. (Financial Planning) Read More

5. Fintech referral platform eyes Gen X clients

The network connects advisors with clients whose financial needs have been overlooked, says the firm's CEO. (Financial Planning) Read More

6. Inside a 'bug bounty' program to spot cybersecurity flaws

Personal Capital set up a safe way for hackers to expose vulnerabilities in its software. (American Banker) Read More

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Hot Mic

AI and APIs: Q&A with In|Vest speaker Craig Iskowitz of the tech consulting firm Ezra Group

Q: What do vendors struggle with most?

A: Implementation is always going to be an issue. Most vendors underestimate the resources required from their end to generate a product. That's a very common problem.

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On the Agenda at In|Vest 2019

ALMOST SOLD OUT!

Limited seats remain for In|Vest 2019, coming to NYC this July 16-17. Get one of the few remaining seats while they are still available for the most anticipated digital wealth event of the year.

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Raising Capital

Citi Ventures invests in vehicle payments startup Car IQ

Vehicle payment technology startup Car IQ raised $5 million in a Series A funding round that included Citi Ventures as an investor. (PaymentsSource)