CB Insights

JANUARY 26, 2023

First name Last name Email Company Name Job Title Phone number Want the full expert post? The post Prioritizing 8 technologies helping wealth managers and financial advisors maintain a competitive edge appeared first on CB Insights Research. Become a CB Insights customer. If you’re already a customer, log in here.

Advisors 63

Advisors Technology Research FinTech 63

FloQast

MAY 22, 2024

About the Author: Katie Thomas, CPA, is a content creator, 2021 & 2022 40 under 40 CPA Practice Advisor recipient, Top 50 Women in Accounting recipient, and the owner of Leaders Online, where they help accounting professionals increase their impact, influence, and income through thought leadership and digital marketing.

Accounts 52

Accounts Posting Adjustments Professional Development 52

CB Insights

DECEMBER 15, 2020

24 Industries & Technologies That Will Shape The Post-Virus World. According to Refinitiv, financial advisors that incorporated digital tools saw a 77% increase in client retention. However, market volatility is proving that investors still want relationships with human advisors, who remain a critical part of wealth management.

Posting 87

Posting Advisors B2C Acquirers 87

CB Insights

JUNE 18, 2020

Want the full post? The post Wealth Tech Trends To Watch In 2020: Robo-Advisors, Free Trading, Micro Investing, & More appeared first on CB Insights Research. CB Insights analyzed 12 emerging trends across wealth management, ranging from alternative investing to free trading. Become a CB Insights customer.

Advisors 51

Advisors Research Posting 51

Fintech News

APRIL 16, 2024

This platform is designed to streamline access to a diverse range of alternative investments for wealth managers and advisors. The post iCapital Marketplace Debuts in Singapore and Hong Kong appeared first on Fintech Singapore. said Marco Bizzozero, Head of International at iCapital.

Due Diligence 112

Due Diligence APACS Advisors Returns 112

PYMNTS

AUGUST 12, 2020

Brooks had a high teens increase, Puma grew in the high singles, Hoka ONE ONE was up more than 75 percent and On Running sales more than doubled,” wrote Matt Powell, NPD Group senior sports industry advisor, in a July 31 blog post.

Posting 92

Posting Ubiquitous Advisors On-Demand 92

PYMNTS

OCTOBER 3, 2018

On another note, Coinbase brought a Charles Schwab advisor on to its board of directors, CoinDesk reported. The new addition, Chris Dodds, is on the brokerage firm’s board of directors and also serves as a senior equity advisor. Kellner previously served as Instinet ’s chief executive.

Advisors 78

Advisors Bitcoin Digital Currency Blockchain 78

Finovate

AUGUST 5, 2024

Wealth management Financial advisor platform Savvy Wealth secures $26.5 Photo by Karolina Grabowska The post Fintech Rundown: A Rapid Review of Weekly News appeared first on Finovate. million in Series A funding. Cybersecurity Fingerprint Cards appoints David Eastaugh as Chief Strategy and Technology Officer.

FinTech 104

FinTech Credit Union Advisors Cybersecurity 104

CB Insights

AUGUST 8, 2017

In the battle for assets under management (AUM), incumbent wealth management firms have faced significant pressure from insurgent robo-advisors, as investors have poured over $1.6B into robo-advisors across 151 investments since 2013. Want the full expert post? Become a CB Insights customer.

Advisors 48

Advisors Posting Research 48

CB Insights

DECEMBER 11, 2019

Goldman Sachs plans to launch robo-advisor. Want the full post? The post Client Note: Goldman’s Robo-Advisor, A New Blockchain Unicorn, Intel Announces A Quantum Computer Chip, And More appeared first on CB Insights Research. Become a CB Insights customer. If you’re already a customer, log in here.

Advisors 38

Advisors CHIPS Blockchain Research 38

PYMNTS

NOVEMBER 10, 2020

The late Roy Ash , financial advisor to U.S. Startups online or on street corners must cater to the digital behaviors consumers have embraced and embed them into new businesses for the best shot at success post-COVID. Get a pack of gum for chewing practice, because Ash’s aphorism is being mightily tested.

Posting 90

Posting Economy On-Demand Advisors 90

Fintech News

APRIL 16, 2024

Bridgewise offers a range of products tailored to the needs of financial institutions, featuring AI-generated reports and analyses of various financial instruments, and a personalised robo-advisor among other services. ” The post Bridgewise Lands US$21M Funding Led by SIX Group appeared first on Fintech Singapore.

Advisors 114

Advisors AI FinTech Finance 114

Fintech Finance

JUNE 17, 2024

Shift4 retained Perella Weinberg as financial advisor and Gleiss-Lutz as legal advisor on the acquisition of Vectron, and Chiesa, Shahinian, and Giantomasi as legal advisor on the acquisition of Revel. Please reference Shift4’s Q1 2024 Shareholder Letter for more information on the Revel acquisition.

Point-of-Sale (POS) 98

Point-of-Sale (POS) Acquirers Advisors Legal 98

PYMNTS

JUNE 1, 2020

“ATMs have always been [extensions of] credit union branches, and this is never more evident than when branches face modified hours and temporary closures,” Glynn Frechette , senior vice president of Advisors Plus at PSCU told PYMNTS. Biometrics By A Mile. A change in capabilities brings new acronyms.

Credit Union 57

Credit Union ATM Posting Void 57

Fintech News

SEPTEMBER 8, 2024

Jeremy Soo Ong will succeed Jeremy Soo, who will retire from his executive role at the end of the year and continue as an advisor. The post Calvin Ong to Lead DBS Consumer Banking in Singapore from 2025 appeared first on Fintech Singapore. Soo, who joined DBS in 2003, has led the Singapore Consumer Banking division for 17 years.

Consumer 97

Consumer Advisors Treasury Innovation 97

Finovate

JULY 15, 2024

Strategic partners BlackRock, Fidelity Investments, Franklin Templeton, and State Street Global Advisors also have agreed to invest in the transaction. I couldn’t be more excited about the company going forward, its continued success, and ability to serve more advisors – enabling them to deliver more holistic financial advice.”

Acquirers 59

Acquirers Advisors Participant Gateways 59

CB Insights

NOVEMBER 30, 2017

Launched in 2013, Acorns is a new breed of robo-advisor. RESEARCH BRIEFING: RISE OF ROBO-ADVISORS. Want the full expert post? Users link their credit card to their Acorns account and let Acorns “keep the change” on every transaction. Become a CB Insights customer. If you’re already a customer, login here.

Advisors 51

Advisors Credit Cards Research Transactions 51

Fintech News

AUGUST 11, 2024

These include digital asset exchanges, brokers, dealers, fund managers, advisors, and custodial wallet providers. Featured image credit: Edited from Freepik The post Thailand SEC Launches Digital Asset Regulatory Sandbox appeared first on Fintech Singapore. Applications for Thailand’s digital sandbox are now open.

Regulatory Compliance 112

Regulatory Compliance Participant Advisors Adjustments 112

Finovate

NOVEMBER 14, 2024

When you think about multi-location businesses, you can think of banks, ATMs, wealth advisors, insurance agents– anyone who has that presence online.” Photo by KATRIN BOLOVTSOVA The post Streamly Snapshot: Upgrading Your Digital Knowledge Management appeared first on Finovate. Michael Walrath is CEO.

ATM 59

ATM Advisors AI Automation 59

FICO

FEBRUARY 7, 2023

Home Blog FICO Top 5 Scores Posts of 2022: Steady FICO Score, BNPL and Alternative Data 2022 marked the first year in over a decade the average FICO Score did not increase, while the industry’s attention remained on topics such as alternative data and BNPL. Read the full post 2. Read the full post 3. Read the full post 4.

BNPL 52

BNPL Posting Underwriting Credit Risk 52

FICO

FEBRUARY 12, 2023

Home Blog FICO Top 5 Customer Development Posts of 2022: Digital Banking and Pricing Opti The most popular posts in our Customer Development category dealt with digital banking, optimizing credit line increases, loan pricing and machine learning for credit risk models. Here are extracts from those customer development posts.

Posting 52

Posting Online and Mobile Banking Credit Limit Risk 52

Fintech News

MARCH 14, 2024

It’s pertinent to highlight that, at the close of 2023, UBS Global Wealth Management reported a substantial increase in its advisory team, boasting 1,101 advisors, a noteworthy rise from the 847 recorded at the end of 2022, prior to the Credit Suisse acquisition.

Advisors 115

Advisors Adjustments FinTech Posting 115

Fintech News

JULY 24, 2024

Khoo will transition to a new role as Senior Advisor to UOB Vietnam. In his upcoming role as Senior Advisor to UOB Vietnam, Khoo will support the bank’s strategy in this high-potential market, aiding the integration of Citigroup’s Consumer Banking businesses in the region.

Technology 66

Technology Advisors Consumer Innovation 66

Fintech News

FEBRUARY 13, 2024

Iwan, who spearheaded the company from its inception in 2015 until June 2023, transitioned out of his role following a meticulously planned year, continuing as a board member and advisor until October last year. He added that his interests lie at the confluence of cognitive science, artificial intelligence, and adult learning and performance.

Advisors 106

Advisors Risk Management Research FinTech 106

Fintech Labs Insights

MAY 3, 2023

Below is our curated list of the best global investment advisor tech events, conferences and trade shows in 2023. Related: The 14 Biggest Insurtech Events & Conferences in 2023 The 57 Biggest Fintech Conferences & Events in 2023 The 35 Biggest Banking, Mortgage & BankTech Events in 2023

Advisors 15

Advisors Technology NOV FinTech 15

Fintech News

MARCH 20, 2024

This alliance aims to provide investors and advisors with robust wealth management solutions. The Allianz Global Income fund’s initial public offering began on 15 March 2024, and is accessible to GROW’s advisors and clients through its platform.

Advisors 101

Advisors Funds Availability Security Risk 101

Fintech Labs Insights

MAY 3, 2023

Below is our curated list of the best global investment advisor tech events, conferences and trade shows in 2023. Related: The 8 Biggest Real Estate Technology & Proptech Events in 2023 The 14 Biggest Insurtech Events & Conferences in 2023 The 57 Biggest Fintech Conferences & Events in 2023

Advisors 15

Advisors Technology NOV FinTech 15

CB Insights

MARCH 22, 2023

The retirement investment market includes companies that aim to improve advisors’ retirement offerings by providing payroll integrations and other retirement-focused portfolio-building solutions within the same platform. Want the full expert post? Become a CB Insights customer. If you’re already a customer, log in here.

Advisors 59

Advisors Payroll Research Posting 59

Finovate

JUNE 17, 2024

We’ll keep you posted if you decide to step outside and enjoy the season. Digital banking nCino unveils its new AI banking tool, Banking Advisor. Photo by Jonathan Petersson The post Fintech Rundown: A Rapid Review of Weekly News appeared first on Finovate. Payments eBay adds Venmo as a new payment option.

FinTech 59

FinTech Venmo Cryptocurrency Advisors 59

Fintech Finance

AUGUST 2, 2024

Outside of TreviPay, he sits on the Association of Finance Professionals’ Board of Directors, serves as advisor to the Dean for the Plaster School of Business Advisory Council and Finance Committee, and on the Ronald McDonald House Charities’ Investment Committee for Kansas City.

Audit 111

Audit Advisors Finance Accounts 111

Fintech News

JULY 15, 2024

Financial institutions, advisors, and portfolio managers will benefit from streamlined advice generation and trade execution, enhancing overall productivity. Featured image credit: Edited from Quantifeed The post Thought Machine and Quantifeed Team to Modernise Banking, Wealth Management appeared first on Fintech Singapore.

Advisors 100

Advisors Facilitators Product Finance 100

CB Insights

JUNE 17, 2020

The pandemic has forced retailers and brands to go all in on their online operations, and the momentum virtual commerce is gaining seems likely to carry over to a post-virus world. Regulation will play a significant role in how opportunities in the fintech space take shape in a post-Covid world. Some experts, however, aren’t so sure.

Posting 101

Posting Technology Online and Mobile Banking On-Demand 101

PYMNTS

DECEMBER 18, 2019

Jason Furman, the former chief economic advisor to President Barack Obama, made similar recommendations in March, and said that the U.K. A reckoning is coming for the biggest digital platforms.”. Many countries around the globe have made similar moves, including Japan and Germany.

Regulations 53

Regulations Posting Rules Advisors 53

Finovate

AUGUST 15, 2024

QuAIL Technologies Q(Fin) by QuAIL Technologies allows financial advisors to elevate productivity and grow their business with powerful AI that is safe, secure, and compliant. Registered Investment Advisors and wealth managers. The post FinovateFall 2024 Sneak Peek Series: Part 4 appeared first on Finovate.

Deepfake 59

Deepfake Credit Union Payment APIs and Integration AI 59

Fintech News

JULY 15, 2024

Goh succeeds Zheng Yu Dong, who announced last week that he will be stepping down after a five-year tenure but will continue to serve as an advisor to both MariBank and Sea Group. The post Natalia Goh Now MariBank CEO Following Tenure as COO at Trust Bank appeared first on Fintech Singapore.

Advisors 84

Advisors Credit Cards Authorization Innovation 84

Finovate

JANUARY 18, 2024

based financial planning software company for advisors, Dynamic Planner, launched its new risk profile mapping service this week. Dynamic Planner , a financial planning software company for advisors, unveiled its new risk profile mapping service for single strategy funds this week. Visit our FinovateEurope hub today to learn more.

Risk 59

Risk Advisors CRM Rules 59

Fintech Finance

JUNE 11, 2024

With Tap to Pay on iPhone, Sephora’s Beauty Advisors can accept contactless credit and debit cards, Apple Pay, and other digital wallets anywhere in the store simply by using their iPhone and Sephora’s proprietary mobile point of sale app – no additional hardware needed.1 The post J.P. After introducing Tap to Pay on iPhone in our U.S.

Advisors 95

Advisors Contactless Payments Debit Card On-Demand 95