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'Robo advice is yesterday's term': Banks see value of human help

'Robo advice is yesterday's term': Banks see value of human help

  • Date: November 3, 2022
  • Thought Leadership by: William Trout
"There is comfort in being able to speak to someone about complicated issues, even if you don't...
Coinbase Deal Shows Google Is Committed to Crypto – How Much Depends on Whom You Ask

Coinbase Deal Shows Google Is Committed to Crypto – How Much Depends on Whom You Ask

  • Date: November 3, 2022
  • Thought Leadership by: James Wester
“If you look at what BNY Mellon announced a couple of weeks ago, you have a lot...
Farther struts its startup magic and shows why a $375-million RIA can be worth $50 million -- by getting four advisors to bring books of business just to be part of the enterprise

Farther struts its startup magic and shows why a $375-million RIA can be worth $50 million -- by getting four advisors to bring books of business just to be part of the enterprise

  • Date: November 1, 2022
  • Thought Leadership by: William Trout
“For these smaller shops, the economics of joining Farther will be far more attractive than anything they...
Adyen adds small-business credit to take share from banks, fintechs

Adyen adds small-business credit to take share from banks, fintechs

  • Date: October 31, 2022
  • Thought Leadership by: Marco Salazar
"Offering these sorts of products is table stakes at this point," said Marco Salazar, director of payments...
Labor shortages and higher costs may drive self-checkout adoptions

Labor shortages and higher costs may drive self-checkout adoptions

  • Date: October 28, 2022
  • Thought Leadership by: Daniel Keyes
"Self-serve is a necessary step on the way to checkout-free," said Daniel Keyes, an analyst atJavelin Strategy...
Boost Mobile launches mobile banking for the underbanked

Boost Mobile launches mobile banking for the underbanked

Emmett Higdon, director of digital banking for Javelin Strategy & Research, is skeptical. Forone, depositing and withdrawing...
JPMorgan Chase offers faster paychecks to battle inflation

JPMorgan Chase offers faster paychecks to battle inflation

  • Date: October 24, 2022
  • Thought Leadership by: Dylan Lerner
While banks may not be inventing the wheel with two-day early direct deposits it can be a...
Why neobank Current left its main tech provider for Visa

Why neobank Current left its main tech provider for Visa

  • Date: October 20, 2022
  • Thought Leadership by: James Wester
"It does seem like it's an elevation in scale for them," said James Wester, director of thecryptocurrency...
The Oldest U.S. Bank Will Now Hold Crypto, Adding an ‘Aura of Legitimacy’ to the Market

The Oldest U.S. Bank Will Now Hold Crypto, Adding an ‘Aura of Legitimacy’ to the Market

  • Date: October 17, 2022
  • Thought Leadership by: James Wester
BNY Mellon's entrance into the space is notable because the bank is first and foremost a financial...
Schwab Advisor Services refuses to flinch in the face of fresh claims that TD Ameritrade RIAs will do 'significant' repapering when Schwab accounts for all aspects of the merge

Schwab Advisor Services refuses to flinch in the face of fresh claims that TD Ameritrade RIAs will do 'significant' repapering when Schwab accounts for all aspects of the merge

  • Date: October 13, 2022
  • Thought Leadership by: William Trout
"It wouldn’t be surprising if 20% of TDA RIAs had papering that required extra attention,” says Will...