Mobile Bank Startup Eyes National Bank Status
Varo Money applied for a national bank charter, setting the stage to be the first mobile-native bank to go national.
Clock Ticking on New York Cyber Regs
With one month to go, here’s what firms need to do to comply with the state mandate.
Millionaires Not Afraid of Mobile: Spectrem
A mobile-friendly website is crucial to getting the attention of millionaire investors, Spectrem reports.
Betterment Users Can Now Contact CFPs via App
The in-app messaging tool will allow users to ask questions securely of Betterment financial experts at any time.
6 Cyber-Threats for Financial Firms in 2017: Cisco
Financial services firms in particular are “lucrative targets for online criminals,” according to Cisco’s 2017 Midyear Cybersecurity Report.
TCA Integrates With Financial Planning Software Provider RightCapital
The partnership adds retirement and tax planning functionality to advisor planning software.
New Interest Rate Bill Calls for Financial Inclusion
A new bill aims to change the way interest rates on loans are determined when they are transferred or sold in order to increase access to financial markets for low- and middle-income people.
UBS Announces Strategic Partnership With iCapital: Tech Roundup
Earlier this month, UBS announced that it has invested an undisclosed amount in online alternatives platform iCapital.
New App Helps Millennials Create Wills, Trusts
Legal documents can be created quickly with no cost to app users.
Trading Platform investFeed Trades Equities for Crypto
The social trading platform decided Thursday to stop allowing investors to trade equities on its platform.