Apr 18, 2019 | View as webpage

Weekly Top 6

1. Subscription fees may mean higher costs for clients: Q&A with In|Vest speaker Jon Stein of Betterment

The CEO dishes on why flat fees may be just a “thing of the moment.” (Financial Planning) Read More

2. Under the hood of SoFi’s no-fee ETFs

The new funds mark the startup’s latest foray into traditional wealth management. (Financial Planning) Read More

3. Goldman details plans to capture mass-affluent clients

The investment platform, which is in the early stages of development, will be part of Marcus, the firm's consumer bank. (Financial Planning) Read More

4. Competition ignites major Orion restructuring

The technology provider’s parent is undergoing an overhaul intended to align its subsidiaries, says CEO Eric Clarke. (Financial Planning) Read More

5. Leading robo gets access to DFA’s mutual funds

More than 100 equity and fixed-income products are available on the fund family's platform. (Financial Planning) Read More

6. Inside KeyBank's tech turnaround

The bank is deploying new technology designed to improve the online and mobile banking experience and to guide branch employees' conversations with customers. (American Banker) Read More

SPONSOR CONTENT

One step ahead: Help protect your firm and clients from cyber fraud

Just as technology advances, so do the methods criminals use to steal from clients.

» READ OUR REPORT

Hot Mic

Why purge is the next cyber buzzword

Q: What should RIAs be asking their vendors about security?

A: On the privacy front, the key questions are: What data do you collect? How do you use it? With whom do you share it? And how long do you keep it?

» Read more

On the Agenda at In|Vest 2019

Elizabeth Overbay to speak

In|Vest 2019 welcomes Elizabeth Overbay from Goldman Sachs to the speaking faculty. Elizabeth is chief operating officer and chief financial officer of the firm’s consumer business, including Marcus by Goldman Sachs and Clarity Money.

Learn more | Register

Raising Capital

Signature Bank launches business to serve venture capital firms

The New York company formed the nationwide group after hiring a team of former Square 1 bankers. (American Banker)

» 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 3,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. » Learn More