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Compared to retail banking and digital-only financial firms, wealth management's "technological capabilities remain immature," says Morgan Stanley research, with large gaps in digitization and scale
Months after Fiserv’s wealth-tech business unit relaunched as Tegra118 under private equity firm Motive Partners, the firm is expanding retirement planning capabilities with RetireUp.
CFPs face an enforceable new code, including provisions for technology. Planners must have 'a reasonable level of understanding' of tech assumptions and outcomes, among other requirements.
Andreessen Horowitz is looking for 'entrepreneurs who did not have access to the fast track in life but who have great potential.' SoftBank launches $100 million fund for 'companies led by founders and entrepreneurs of color.'
