In the transition from in-person advice from financial planners, to a fully robo experience available at your fingertips, there is (at least) one step in between: the cyborg model. In the world of financial advice, a hybrid advisory system, which combines fully automated algorithm-driven advice and certified (human) professionals, seemsRead More
Post Tagged with: "Morgan Stanley"
Digital payments startup Stripe, begun back in 2000 by a pair of Irish brothers, has just raised new funding that values the company at just over $9 billion—and incidentally makes its founders the youngest billionaires in Ireland. In all, $150 million in new capital was raised. This brings the company’sRead More
Banco Santander has also dropped out of the R3 CEV Blockchain Group. This news follows yesterday’s news that Goldman Sachs, one of the group’s original founders, chose not to renew its membership or invest further in the consortium. Goldman’s move was potentially motivated by a conflict regarding fundraising terms, accordingRead More
In a stunning vote, British citizens decided to leave the European Union, and the so-called Brexit has not just profound implications for fintech, but creates massive uncertainty for global financial services. “How can we be so stupid?” tweeted Eileen Burbidge, a partner at Passion Capital and FinTech Envoy of HMRead More
American Express was crowned the No. 1 financial services brand for 2012 by Interbrand this week. Too bad American Express didn’t even crack the Top 20 among the Top 100 global brands. In ranking No. 1 among financial services brands, Amex came in at No. 24 among all brands. (Coca-ColaRead More
Over the past couple of posts we took a fairly irreverent whirlwind tour through the last 150+ years of those financial services oriented specifically towards helping successful families grow, protect and share their wealth– the very essence of w…