1. TD tech integration: What Schwab is telling advisors now

By Ryan W. Neal 3 min read

From the fate of Veo One to account openings, here’s what Schwab’s leaders had to say. Read More →

2. Beam Financial vanishing act a cautionary tale for partners of fintechs

By Penny Crosman 7 min read

Customers say the Beam savings app is down and the company isn't returning their money. The situation is putting third parties like Huntington and Dwolla in the firing line, though they say they're not at fault. Read More →

3. What to expect at InVest 2020 conference

By Ryan W. Neal 3 min read

With many investors still stuck inside, the future of fintech is more important than ever. Read More →

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4. LPL acquires trading and rebalancing fintech for at least $12M

By Tobias Salinger 2 min read

The nation’s largest IBD made its first tech deal this year for a firm that has $120 billion in assets on its platform. 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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