Logging Into Bank Accounts Is a $3B Business
By Julie Verhage, Gillian Tan and Selina WangOne player in the space, Plaid, says it's buying New York-based Quovo in a deal that could be worth about $200 million.
January 08, 2019
What's Next for Atria After Buying Next Financial?As industry watchers compare Atria to Cetera, management insists the firm is focused on bringing the right services to its advisors.
January 08, 2019
Debate Swirls on Benefits of Repealing SALT Deduction CapTax research groups say repealing the deduction cap would have little benefit for the middle class.
January 08, 2019
The 'Smart Money' Is Leaving Stocks in 2019: BlackRockBlackRock's annual survey of 230 institutional clients shows a big shift to decreasing equity allocations.
January 08, 2019
House May Pass Medicaid Planning Measure This WeekH.R. 259 is on a list of legislation slated for fast action.
January 08, 2019
AALTCI Sees Big Variations in 2019 LTCI PremiumsThe gap between rates for men and women shrank.
January 08, 2019
New Calif. Governor Proposes Middle-Income Health Premium SubsidyGavin Newsom is also asking the federal government to allow a move to a single-payer system.
January 08, 2019
ARA Revamps Lobbying Team to Prep for Retirement-Focused CongressERISA attorney Allison Wielobob will become ARA's new general counsel; Will Hansen fills new government affairs officer role.