Companies that connect advisors and carriers are seeing a surge in use.
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INVEST INSIGHTS
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FINANCIAL PLANNING
1. Coronavirus boosts insurance demand, creating a tailwind for fintech
By Ryan W. Neal      3 min read
Companies that connect advisors and carriers are seeing a surge in use. Read More →
AMERICAN BANKER
2. Wells Fargo customers targeted with phishing attacks using calendar invites
By Penny Crosman     4 min read
In a new twist on an old scam, cybercriminals have tried to get thousands of people to surrender their Wells bank account information by sending authentic-looking emails containing malicious links that lead to a fake website bearing the company's name. Read More →
FINANCIAL PLANNING
3. Robinhood’s new traders ignore danger signs to bet on stocks
    4 min read
The rush of newbie investors into the brokerage app has sparked controversy over how big its influence is over markets. Read More →
HOT MIC
Three critical shifts in wealthtech
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Q: When fintechs evaluate suitors, what is the difference between entertaining a capital deal vs a parent firm?

A: “A minority investment is very different from someone who might acquire you. If you’re on the path towards acquisition, the question you need to ask if yourself is, ‘Where do you want to be?’ Do you want to maximize the valuation and get out? Or do you actually want to find a good home for your technology and for your team?” says MyVest CEO Anton Honikman.
Get the whole conversation →
Raising Capital
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Mastercard to buy Finicity to improve open banking services
By David Heun     2 min read
Mastercard has agreed to acquire Finicity for a reported price of $825 million, a move the card brand says will strengthen its open banking platform and expand financial services through more real-time access to data. Read More →
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