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“I regularly evaluate the companies out there that are AI native and trying to solve these problems: teams founded by...
Munich-based robo-advisor Scalable Capital has closed a Series D investment round of €50 million ($58 million) at a post-money valuation...
This Forbes piece digs into how financial services companies might be impacted by the Coronavirus; both Visa and Mastercard have...
According to a new survey by Greenwich Associates 43 percent of financial advisors believe there will be fewer advisors in...
SoFi was in talks to acquire clearing and custody firm Apex but the talks failed and the lender instead made...
[Editor’s note: This is the third article (see first article and second article) in a special series we are publishing from...
Every industry is facing struggles due to the current pandemic and financial services in particular is in the middle of...
Deloitte recently released a report called Driving innovation in investment management report estimates that invest-tech platforms; many of these platforms...
There has been a wide trend in recent years to use automated investment advice as it is seen to be...
UK based Pia, personal investment assistant, is testing their new aggregator platform to help people find the best digital wealth advisor; “We spent time speaking to people who said we need to launch a product that’s far more accessible, interesting and engaging for somebody that doesn’t have a lot of investing experience and don’t know where to start,” said co-founder James Mackonochie to TearSheet; the difference between Pia and a typical aggregator site is they will use an AI powered chatbot to customize the user experience. Source.