FinTech

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Moelis-Backed App Has $113 Million Trapped In Fintech Collapse

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The failure of a little-known fintech company as trapped over $100 million in customers' money on apps.

'Finfluencers' Have Davos Set Rethinking Future Of Wealth Advice

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Online influencers are shaping young people's financial behavior as a great wealth transfer looms.

Retirement Tech Startup Notches $1.33 Billion Valuation

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Human Interest saw a market opportunity for small businesses to offer 401(k) plans as an employment benefit.

Bain, Reverence Ink $3.5 Billion Deal For Envestnet

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BlackRock, Fidelity, Franklin Templeton and State Street have all agreed to invest in the transaction.

Goldman Strategists Say Big Tech's AI Splurge Worries Investors

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The buzz around AI has powered US stocks to record highs this year.

B-D Osaic Adds Scheduling Platform For Advisors

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Fintech GReminders said its technology will "significantly increase office efficiency."

Bain Capital Reportedly In Advanced Talks To Buy Envestnet

by FA Staff

Takeover rumors have swirled around Envestnet for several years.

Bridgewater Launches $2 Billion Fund Run By Machine Learning

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Humans will still be overseeing a number of functions, including risk management, the company said.

Younger Adults More Open To AI In Their Financial Lives, Survey Says

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A Northwestern Mutual survey found that views on artificial intelligence often vary by age group.

Citi Sees AI Displacing More Finance Jobs Than Any Other Sector

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About 54% of jobs across banking could very likely be automated, Citi said.

Steve Cohen's Point72 Readies New Hedge Fund Targeting AI Stocks

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The fund will bet on and against AI hardware and semiconductor companies globally.

Fidelity Adds New Features To Platform With Envestnet's Help

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The firms want to integrate the tech offerings they've built and cut down on the multiple portals.

MassMutual Adds CAIS Alternatives Platform For Reps

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The insurer made the platform's offerings available to its B-D affiliate, MML Investors Services.

Dave Elder--AI-Driven Efficiency And Effectiveness

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Dave Elder of Merit Financial Advisors is using AI to meaningfully improve his business processes.

BNY Mellon Announces Bundled Services For Advisors

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The new bundle unifies the firm's managed accounts platform and manager selection, among other things.

Envestnet Teams With Four Large Asset Managers On Custom Strategies Launch

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The firm is deepening ties with BlackRock, Fidelity, Franklin Templeton and State Street.

Tech-Savvy Advisors Have Better Client, Asset Growth Rates, Cerulli Says

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Using tech effectively gives productive firms the boost they need to stay competitive, the research firm said.

JPMorgan Says Every New Hire Will Get Training For AI

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The investment bank sees the emerging technology as worth between $1 billion and $1.5 billion.

TradePMR Appoints Patullo Chief Product Officer

by FA Staff

Industry veteran Jon Patullo has spent more than two decades in the advisor technology space.

AdvicePay Promotes Executive To President

by FA Staff

The advisor billing and compliance advisor platform promoted Kelsey Lewis to president.

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