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Icon December 5-6, 2019 | San Francisco
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FINANCIAL PLANNING
1. Star power? Athletes and actors join fintechs as A-list investors
By Bernadette Berdychowski, Sean Allocca      5 min read
Regulators and observers warn there are risks to mixing show business with investment advice. ... Read More →
 
FINANCIAL PLANNING
2. Wealthtech funding plunged 56% in a year. Why?
By Bernadette Berdychowski     3 min read
The sector may be edging into dangerous territory, analysts say....Read More →
FINANCIAL PLANNING
3. Capital One bulks up robo advice with United Income buy
By Sean Allocca     3 min read
The deal comes amid a flurry of similar digital investment acquisitions made by competing banks....Read More →
AMERICAN BANKER
4. Millennials propel Zelle at BofA
By Kate Fitzgerald     1 min read
Bank of America’s P2P transaction volume via Zelle is surging, with millennials driving the bulk of its usage....Read More →
PAYMENTSSOURCE
5. Getting 'personal' is the key to unlock payments and banking data
By Kristine Stebbins     2 min read
Most consumers will share more data, including preferences, if they see a more valuable personalized experience, says Hero Digital's Kristine Stebbins. ...Read More →
AMERICAN BANKER
6. BofA patent application hints at digital wallet plans
By John Adams     2 min read
Bank of America has joined the likes of Walmart and Mastercard in seeking patents for blockchain technology that could be used for a digital currency or mobile wallet....Read More →
HOT MIC
A call to fintechs to help stave off a retirement crisis
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A range of startups are experimenting with more ethical retirement savings products than traditional reverse mortgages and annuities, says venture capitalist Ben Cukier. However, according to Cukier, they're too focused millennials and ignoring a group with more urgent needs and greater wealth — baby boomers.
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Call for Speakers Open for In|Vest West
We’re actively seeking session proposals from firms that are in the midst of digital transformation efforts aimed at driving growth, improving the end client experience, increasing digital engagement and all areas of asset management.
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Due Friday, August 28, 2019
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Raising Capital
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Better.com adds Series C funding; New Residential to buy DGG RE
By Brad Finkelstein     2 min read
Better.com has added new capital to support its growth and, in a separate deal, New Residential has agreed to use some its funds to buy property management firm DGG RE Investments. Read More →
ABOUT IN|VEST
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In|Vest is the home of the wealthtech community and the digital leaders in wealth management. Since its inception, we've united more than 5,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice.... Learn More →
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