The restructuring comes as a competitor enters wealth management data aggregation.

Jan 17, 2019  |  View as webpage

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Weekly Top 6

1. What's behind the Envestnet executive shake up?

The restructuring comes as a competitor enters wealth management data aggregation. (Financial Planning) Read More

2. There's an app for that: Advisors get a lift in mobile app

Launching an app doesn't have to cost millions of dollars. (Financial Planning) Read More

3. Should you text clients?

Pay attention to compliance issues and client expectations. (Financial Planning) Read More

4. Why more banks aren't doing the robot?

Robotic process automation is said to have high returns on investment. (American Banker) Read More

5. Fiserv makes monster $22B acquisition of First Data

The deal combines two of the financial services industry's largest technology and processing companies. (Financial Planning) Read More

6. Huntington building AI into digital advice tools

Regional banks are trying to distinguish their mobile products from those of bigger banks with larger budgets. (American Banker) Read More

Hot Mic

What happens to robos in a downturn? Q&A with Josh Pace, president of TCA by E-Trade

Q: How will robo advisors perform in a down market?

A: The advent of the robo has occurred in a bull market and how long the market runs remains to be seen.

» Get the whole conversation

On the Agenda at In|Vest 2019

Call For Speakers Ends January 18

The In|Vest 2019 program is featuring a vastly expanded roster of content, shifting from three tracks to eight, and covering a wide variety of new topics that have become pressing issues in digital wealth management in the past year.

  Learn more | Register

Raising Capital

German neobank's $300M infusion will fuel U.S. rollout

Nicolas Kopp, head of N26, explains how the company plans to spend a chunk of the proceeds on its expansion here and add to the intensifying competition among fintechs. (American Banker)

» Read more

About IN|VEST

In|Vest is the home of the wealth-tech community and the digital leaders in wealth management. Since its inception, we've united more than 3,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. » Learn More