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Alts Tech Platform Opto Investments Forms Advisory Council

Alts Tech Platform Opto Investments Forms Advisory Council

  • Date: April 13, 2023
  • Thought Leadership by: William Trout
Can Visa be a 'clearing house' for P2P payments?

Can Visa be a 'clearing house' for P2P payments?

  • Date: April 12, 2023
  • Thought Leadership by: Sophia Gonzalez
SMArtX Advisory Solutions Adds 54 Strategies to UMA Platform

SMArtX Advisory Solutions Adds 54 Strategies to UMA Platform

  • Date: April 7, 2023
  • Thought Leadership by: William Trout
Why Santander's subprime auto lender is expanding to customers with higher credit scores

Why Santander's subprime auto lender is expanding to customers with higher credit scores

  • Date: April 4, 2023
  • Thought Leadership by: Babs Ryan
The subprime market has also gotten “very crowded” in the last few years as credit unions continue...
Acorns Acquires GoHenry, Pixpay

Acorns Acquires GoHenry, Pixpay

  • Date: April 3, 2023
  • Thought Leadership by: William Trout
Shocking data shows digital identity theft is on the rise

Shocking data shows digital identity theft is on the rise

  • Date: March 31, 2023
  • Thought Leadership by: John Buzzard
“Train yourself to step away from or disconnect from communications from people that you don’t know,” says...
Taiko Debuts Strategy Gallery

Taiko Debuts Strategy Gallery

  • Date: March 31, 2023
  • Thought Leadership by: William Trout
William Trout, director of wealth management at Javelin Strategy & Research, said regulatory pressure and the need...
RIAs seek FDIC shelter for client cash in droves after Silicon Valley Bank meltdown with Betterment raising limit by $1 million

RIAs seek FDIC shelter for client cash in droves after Silicon Valley Bank meltdown with Betterment raising limit by $1 million

  • Date: March 23, 2023
  • Thought Leadership by: William Trout
Will Trout, director of wealth management at Javelin Strategy and Research, questions how many investors will take...
Advisors to Drop Mutual Funds for Lower-cost, Personalized Products: Report

Advisors to Drop Mutual Funds for Lower-cost, Personalized Products: Report

  • Date: March 22, 2023
  • Thought Leadership by: William Trout
Direct indexing is “the apogee” of personalization and “implies an unbundling of pooled investments away from mutual...