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Natalie Wolfson's sudden ascent as AssetMark CEO marks a whole new 'liberated' RIA vibe and could be a catalyst to fill service void left by custodian cutbacks

Natalie Wolfson's sudden ascent as AssetMark CEO marks a whole new 'liberated' RIA vibe and could be a catalyst to fill service void left by custodian cutbacks

  • Date: March 10, 2021
RIAbiz - "AssetMark is back. They’ve made some key hires and seem liberated under Natalie’s leadership. I can’t...
Libra-now ‘Diem’- looks more like P2P than currency

Libra-now ‘Diem’- looks more like P2P than currency

  • Date: March 4, 2021
PaymentsSource- "“The expanding need of digital commerce is the primary driver — being able to deliver multiple...
Arizona’s app store bill could force Durbin-like changes

Arizona’s app store bill could force Durbin-like changes

  • Date: March 4, 2021
PaymentsSource- "The current cost of conducting payments in-app can be prohibitive to many developers and it’s likely...
AssetMark Seeks To Compete On Broader Stage With Latest Moves

AssetMark Seeks To Compete On Broader Stage With Latest Moves

  • Date: March 4, 2021
Wealth Management​ - All three channels [independent broker-dealer reps, insurance-affiliated groups and RIAs] are beginning to converge...
Stash enters robo-advice with Smart Portfolio

Stash enters robo-advice with Smart Portfolio

  • Date: March 4, 2021
Investment News - “These initiatives [loyalty-inducing programs] underscore the extent to which Stash wants customer relationships that...
Combating COVID-19’s payments fraud surge

Combating COVID-19’s payments fraud surge

  • Date: February 26, 2021
BAI - It’s no surprise fraudsters are exploiting the accelerated shift to digital payments. The relative anonymity... ...
Apex Clearing to go public via SPAC in $4.7 billion deal

Apex Clearing to go public via SPAC in $4.7 billion deal

  • Date: February 22, 2021
Investment News - “We are at an inflection point in the wealth management industry, with demand for...
Hackers Tried to Get 5 Credit Cards, 3 Loans and Unemployment With My ID

Hackers Tried to Get 5 Credit Cards, 3 Loans and Unemployment With My ID

  • Date: February 21, 2021
The Penny Hoarder- A report from research and consulting firm Javelin Strategy & Research suggests that online... ...
Fidelity hosts a Reddit AMA — but Robinhood steals the show

Fidelity hosts a Reddit AMA — but Robinhood steals the show

  • Date: February 12, 2021
Investment News - “We’ve seen its [social media's] amplifying - and polarizing - impact in the political...
Buy now, bank later: Klarna's bold new business model in Germany

Buy now, bank later: Klarna's bold new business model in Germany

  • Date: February 11, 2021
PaymentsSource- “The need for challenger banks to find profitability may also drive them to merge with BNPL...