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5 reasons why every app is becoming a financial services app
Embedded finance has become popular, and profitable, as companies combine savings, lending, insurance, investing and planning services into nontraditional apps, like Walmart Inc. and Uber Technologies Inc.
Where will wealthtech take us next?
It’s the idea that someone is out there today, hacking a creative solution that will become the next new tech, that makes this an exciting time to be in financial advice.
Big data and financial wellness in Fava’s wheelhouse at Envestnet
The popular strategist will utilize data and technology to deliver new products to advisers
TD’s Dani Fava joins Envestnet as Schwab merger looms
More top-level departures are expected as the $26 billion megamerger draws nearer
