The custodian is targeting advisors seeking a simpler tech approach.(Financial Planning) Read More

2. Robinhood angered banks. Now it wants to be one

The fintech, which was forced to rebrand its cash management product last year after misleading marketing caused a backlash, is seeking a national bank charter. (Financial Planning) Read More

3. Morningstar launches RIA retirement platform as others scale back

Promising its tech will provide more features than any target-date fund, the investment research giant makes a play for the advisor managed account market. (Financial Planning) Read More

4. Why advisor tech had its iPhone moment: Q&A with In|Vest speaker Sunayna Tuteja of TD Ameritrade

The field continues to mature, says the firm's head of emerging tech. (Financial Planning) Read More

5. TD Ameritrade sells retirement plan custody business to fintech firm

The custodian expects the business to grow quicker in different hands, according to an internal memo. (Financial Planning) Read More

6. Fifth Third to hire 200 tech workers this year

The bank is investing more in its digital capabilities, according to a report. (American Banker) Read More

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Hot Mic

Where wealth management is 'woefully underserved': Q&A with Addepar CEO Eric Poirier

Q: What do you make of consolidation among investment platforms?

A: You can read that as whoever is consolidating is reaching for inorganic growth because the organic growth opportunities have kind of evaporated.

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On the Agenda at In|Vest 2019

Last Call for Saver Rate Tickets

In|Vest 2019 has grown into the industry's largest and most anticipated digital wealth management event of the year. Get your ticket before this Friday, April 26 to catch the saver rate ($500 off) to attend.

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Raising Capital

U.K. fintech now has war chest to push stateside

British startup OakNorth Bank sees U.S. community and regional banks as good prospects for its lending technology. (American Banker)