June 18-19, 2020 | New York

FINANCIAL PLANNING

1. Who’s benefiting most from commission-free trades?

By Sean Allocca 3 min read

While advisors have embraced cheaper trades, the move may have long term effects on strategies for client portfolios. Read More →

AMERICAN BANKER

2. JPMorgan Chase moves to block fintechs from screen scraping

By Penny Crosman 3 min read

The bank is leaning on its direct API relationships with the major data aggregators rather than letting third parties ask customers for usernames and passwords to access account information. Read More →

AMERICAN BANKER

3. Citi’s investment bank plans to hire 2,500 coders this year

3 min read

The institutional clients group will add the jobs in New York, London, Shanghai and several other cities across the globe. Read More →

FINANCIAL PLANNING

4. Vanguard latest to offer zero-commission stock trades

By Andrew Welsch 2 min read

The firm commission-free platform already included all Vanguard mutual funds and ETFs as well as thousands of third-party funds. Read More →

FINANCIAL PLANNING

5. Goldman Sachs revamp highlights wealth, consumer businesses

2 min read

The bank created a new unit that houses its Marcus online lending business and credit-card venture with Apple. Read More →

AMERICAN BANKER

6. The banking tech trends that will dominate 2020

Banks will have plenty of developments to follow this year, from Big Tech's evolving foray into the industry to data disputes and increased competition from digital-first challengers. Read More →

HOT MIC

Expect 'a lot more dismantling': A fintech entrepreneur's vision for 2020

Q: What can the newcomers bring to a credit card that would really be fresh and different?

A: “Design experience. You have to find ideas that are far more appealing than what could happen today,” says Jason Gardner, CEO of Marqeta.

Get the whole conversation →

In|Vest 2020 – First 100 Registrants Save 40%

In|Vest 2020 will define the next decade of digital transformation in wealth management. Join the industry’s leaders this June 18-19 in New York City.

•

Get your ticket →

Be one of the first 100 registrants and save 40%.

•

Want to Speak? →

The call for speakers is open through January 24.

•

Demo at In|Vest →

Applications for live wealthtech demos now open.

See Full Agenda →

Raising Capital

Professional Holding in South Florida plans $75M initial public offering

By Ken McCarthy 1 min read

The company, which has agreed to buy Marquis Bancorp, could use some of the proceeds to fund growth and pay off a line of credit. Read More →

ABOUT IN|VEST

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. Join us at our next event.... Learn More →

Unsubscribe | Manage preferences | Privacy Policy | Reprints

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