1. Envestnet looks outside the advice industry to fill top tech role

By Ryan W. Neal 2 min read

A former chief information officer of PR firm Cision will take over as CTO following Scott Grinis’s retirement. Read More →

2. Fintech M&A rebounds from the pandemic

By Ryan W. Neal 2 min read

Funding for wealthtech is also picking up, with firms attracting $1.5 billion across 62 deals in the third quarter. Read More →

3. Why PPP fraud hit fintechs harder than banks

By Penny Crosman 6 min read

Scammers may have had more success at duping fintechs than banks in obtaining Paycheck Protection Program loans. But there are reasons for this apparent disparity. Read More →

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4. Push to keep tabs on employees spurs union of monitoring firms

By Penny Crosman 3 min read

Smarsh, which enables banks and other clients to archive employee communications, is buying the AI firm Digital Reasoning as employers increasingly seek surveillance options for personnel working from home. Read More →

Raising Capital

Bluefin to expand encryption reach with $25 million funding boost

By Kate Fitzgerald 2 min read

Atlanta-based Bluefin has won $25 million in funding to develop new services and expand its reach. Read More →

INVEST 2020 | A digital experience | November 17-19

Welcome to the crossroads of transformation

From examining the lasting effects of 2020 to the integration of digital advisors in the client experience, INVEST 2020 will explore the topics shaping the future of wealth management. Get complimentary access to discover ideas, innovation and inspiration from speakers like April Rudin, The Rudin Group; Jeanne Andreana, UBS Wealth Management and Craig Iskowitz, Ezra Group.

Complimentary Access →

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