In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch. (Financial Planning) Read More

2. Black Diamond joins price war for PortfolioCenter advisors

The tech provider joins the competition, attempting to entice RIAs using Schwab's PortfolioCenter to switch to its offerings. (Financial Planning) Read More

3. How I made email my secret weapon

I've become quite the contrarian on this subject. I love email. Some of the best news I've ever gotten came in an email. (Financial Planning) Read More

4. The fintech that turned a warehouse into a funhouse

When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides. (Financial Planning) Read More

5. What's driving these fintech companies' deposit grabs?

Aspiration, Wealthfront and SoFi have all begun offering high-yield savings accounts during the past few weeks. (American Banker) Read More

6. How Natwest built the U.K.'s first retail bank robo advice service

The digital platform launched in 2017. Here's what the bank has learned so far. (Computerworld UK) Read More

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Hot Mic

Client tech demand is no longer up for debate: Q&A with In|Vest speaker, Accenture’s Kendra Thompson

Q: What are the roadblocks to innovation?

A: Clients have digital lives across all ages, regions and asset classes. As an industry, we’ve almost acted like that digital life doesn’t exist when they come in to meet with a financial advisor.

» Get the whole conversation

On the Agenda at In|Vest 2019

Super Saver Tickets End 3/8

Make your plans this week to attend the year’s most anticipated digital wealth event, In|Vest 2019. Super saver tickets (up to $700 off) end this Friday, March 8.

Learn more | Register

Raising Capital

Facebook veteran: Banks have big AML blind spot

Criminals are inventing new ways to hide dirty money on digital platforms from Amazon to game-app sites, says Ben Duranske, Facebook Payments' former compliance chief, now heading a regtech startup. (American Banker)

» 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 3,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. » Learn More

Weekly Top 6

1. Younger, faster, digital-first: Cracking the new advice code