Post Tagged with: "Wealth Management"

Riskalyze Pulls in $20 Million Series A, Has No Plans To Go Public

Riskalyze Pulls in $20 Million Series A, Has No Plans To Go Public

by November 7, 2016 at 10:36 am 1 comment

From almost the very beginning, Riskalyze has had the look and feel of a winner. Which can mean only one thing for the financial services startup: The venture capitalists were circling. “We had tons of inbound emails and tons of inbound phone calls. It was constant,” Riskalyze CEO and founderRead More

Citi Shows Off the Eye-Popping Power of Virtual Reality for Trading [VIDEO]

Citi Shows Off the Eye-Popping Power of Virtual Reality for Trading [VIDEO]

by June 17, 2016 at 10:56 am 3 comments

We’ll say this: virtual reality trading looks cool. Citigroup released a video earlier this week that shows the potential (tremendous) power of virtual reality to present data for trading. The example used is a trader at a workstation with a massive monitor — the technology could equally be used with mobile devices —Read More

Wealth Management Still a ‘People’s Business,’ New Regions Exec Says

Wealth Management Still a ‘People’s Business,’ New Regions Exec Says

by May 20, 2016 at 12:20 pm 1 comment

Digital advisory — a.k.a. robo advisory — is a trend to “watch closely,” according to Kate Randall Danella, Regions Bank’s newest head of private wealth management. But adoption by the bank is likely years away. It’s a space we are watching closely and having conversations now. We look into howRead More

Conquer the World with GroupStake, WealthVenue and OpenDime

Conquer the World with GroupStake, WealthVenue and OpenDime

by April 20, 2016 at 12:52 pm 0 comments

Last week featured an attractive amalgam of startups varying in their sectors of innovation, but this week we can speak more candidly. Want to rule the world? Do you have a few friends who feel the same way? Follow along and you may extend your future-perfect Legion of Doom’s reach toRead More

Top 5 Fintech: Silicon Valley Might Meets South Korean Finesse

Top 5 Fintech: Silicon Valley Might Meets South Korean Finesse

by April 18, 2016 at 11:19 am 0 comments

Last week we observed an upsurge in collaborations between startups and financial institutions, but this week is all startup glory. There are some old pros still doing us proud with 9-figure rounds, like Affirm, but a major Korean vital force is not far behind, in the form of e-commerce and seriously chillRead More

carpe dies irae

3 Startups to Watch — Quantiacs, Cleo and ZigZig

by March 9, 2016 at 12:56 pm 0 comments

This week, we have a group of startups united in their mutual conviction that 20-and-younger-somethings need not leave their financial situation to the vicissitudes of an indifferent fate. Starting from the macro and moving to the micro, today’s list takes us on a journey beginning with the plight of the genius-quant,Read More

Breaking Banks: FinTech Takes on Investing [AUDIO]

Breaking Banks: FinTech Takes on Investing [AUDIO]

by February 19, 2016 at 8:46 am 0 comments

JP Nicols, himself a veteran of the wealth management space, discusses innovation in wealth management on this week’s episode of Breaking Banks. He speaks to Jay Shah of Personal Capital, Derek Corcoran of Avoka, and Eric Matteson of Finovate.

Digital wealth management and the Icarus deception

Digital wealth management and the Icarus deception

by December 21, 2015 at 3:44 am 1 comment

  Digital wealth management requires willingness to change the current comfortable and seemingly safe business practices. The truncated message from the myth of Icarus, is that it is dangerous to fly high; but the forgotten message is more important for Wealth management: “It is equally dangerous to fly low”. ItRead More

From the Vanguard Effect to the Robinhood & Blockchain Effect

From the Vanguard Effect to the Robinhood & Blockchain Effect

by December 7, 2015 at 3:00 am 0 comments

The rush from major ETF producers to slash fees follows religiously Vanguard’s lead. The natural urge from Robo-advisors to slash fees will undoubtedly lead them to partner with Robinhood. The next big move from Robo-advisors will be towards real-time settlement. Eric Balchunas, Bloomberg Intelligence analyst, insightfully pointed out that theRead More

Salivating for Unadvised Assets: a Videographic

by November 3, 2015 at 1:51 am 0 comments

Ed Note: We produce content that engages our community. Words are beautiful pigments to paint a picture. To paint pictures that are worth a thousand words, we take into consideration the busy lives of the professionals who come to Daily Fintech, and we look into non-text alternatives. We also think you mightRead More