1. SEI acquisition raises Oranj from the dead

By Ryan W. Neal 3 min read

Four months after shutting down, the fintech and some of its employees are joining SEI. Read More →

2. Merrill modernizes client reports with new interactive videos

By Ryan W. Neal 3 min read

Advisors can use Digital Wealth Overview to send an automatically-produced animation that gives a comprehensive look at financial accounts. Read More →

3. Where Goldman, Citi, JPMorgan are putting fintech investment dollars

By Penny Crosman 8 min read

Large U.S. banks are directing their venture capital dollars to fintechs in capital markets, wealth management and "future-proofing." Read More →

SPONSOR CONTENT

How to invest in a low-interest-rate environment

How should financial advisors think about allocating client portfolios in a low-rate environment?

4. Why Merrill cut account minimums on its robo advisor

By Ryan W. Neal 3 min read

For just $1,000, clients can sign up for the firm’s purely digital automated advice service. Read More →

Unsubscribe | About | Contact | Privacy

Arizent

One State Street Plaza 27th Floor, New York, NY 10004