Just like in the early robo days, sustainability is a real concern for digital platforms. (Financial Planning) Read More

2. Facebook thinks it can displace banks. Good luck with that.

Consumers still distrust banks, but many also look askance at the social media giant, making it an unlikely savior of the unbanked. (American Banker) Read More

3. ‘Retirement is a gender issue’: Sallie Krawcheck

Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets. (Financial Planning) Read More

4. How Pershing is spending the $50M from parent BNY Mellon

After a reboot in its tech strategy, the RIA custodian is “redesigning every aspect of the advisor experience,” it says. (Financial Planning) Read More

5. Why U.S. consumers are less willing to embrace fintechs

In a study of 27 global markets, the U.S. ranked near the bottom for consumer usage, raising questions about why Americans appear reluctant to dive in. (American Banker) Read More

6. Mobile portfolio reporting comes to the UHNW client

The app allows wealthy investors to get quick answers to complex questions, says Addepar CEO Eric Poirier. (Financial Planning) Read More

SPONSOR CONTENT

Hot Mic

'The human will never be commoditized': Q&A with In|Vest speaker Eugene Elias of Atria Wealth

Q: Where has advisor technology been most effective?

A: What the robots were supposed to do was supplant the advisor and create a world where there was no need for human advice. What we have actually seen is the robo advisors morphing into a more hybrid model.

» Read more

On the Agenda at In|Vest 2019

New speakers from TIAA, SigFig, Bank of America & more

In|Vest 2019 continues to grow. We've welcomed dozens of new speakers from across the wealth management ecosystem to cover the groundbreaking innovations that are driving the industry forward. Meet our new speakers, then make your plans to join them July 16-17 in NYC.

Learn more | Register

Raising Capital

Fully automated compliance is a big hurdle for this fintech's APIs

Synapse is working to refine its application programming interfaces to meet the requirements, but it's a tall order, the head of the back-office-services platform says. (American Banker)