Envestnet has acquired a one year old startup named Upside, which provides registered investment advisers with online investment services.

The CEO of LPL Financial, Mark Casady, is skeptical of the robo-advisors and believes only one or two of these companies will survive....

This is a good re-read, in the context of Mark Casady's comments this week (part II) and the Envestnet-Upside acquisition (part III).

A free and open internet is the better side of the coin for anyone looking to innovate in the financial space. To steal a line from USV

Last year there was a large increase in UK pension participation driven mostly by people in their 20s. 59% of employees saved money...

The world of digital currency has come a long way since the genesis block. With proposals like that from David Andolfatto of the St....

"This is one of the few newsletters that I read every week, without exception."

"Incredibly high quality, on-point; stuff I don't...

Nutmeg, a UK based online investment manager, is taking on some of the big boys in the UK Sipps (self-managed pension) market.

Nothing earth shattering that we didn't already know in this report (attached), but its always good to see stats. These come from a...

New UK regulations that come into effect on April 6th have led to Insurance giants Aegon, Aviva, Scottish Widows, Standard Life and...

Gemalto, confirmed that it now has “reasonable grounds” to believe that the NSA and GCHQ did indeed hack its network in 2010-2011....

Box's CEO Aaron Levie believes that the financial industry (its latest vertical) requires a lot of collaboration. However, regulatory...

The federal court's ruling against Amex may not have its desired effect of reducing prices for consumers. Andrew Sorkin's article...

This is pretty incredible: until now, only specialized "BTMs" (Bitcoin Teller Machines) have enabled customers the usual ATM experience...

Obama is submitting a set of proposed rules for advisers and brokers. The rules come at at time when retirement accounts should grow...

Digit and Acorn, look to help you start saving by analyzing your purchases and remitting money to a savings or investment account. But...

MasterCard and SVB have brought back their four-month virtual program- Commerce.Innovated. The program intends to help grow...

The Fed of New York's latest snapshot shows the total amount of U.S. student debt continuing to grow. Delinquencies in this space...

Yet another sign that the consumer bank of the future will look nothing like that of the past. Are banks, such as JPMorgan, moving...

Great interview with Marco Montes, founder of Saldo.mx, about using Ripple to send money to Mexico. Interesting note: Saldo charges 7%,...

Why is marketplace lending so successful? It's filling a gap that large banks have created following the 2008/2009 financial crisis....

After online marketplace lending took 2014 by storm, American Banker devoted its "Innovation of the Year" article to breaking down this...

Venture-backed startup, CommonBond has teamed up with Nelnet, an industry giant that holds over $25 billion in student loans and is...

by David Klein

Last week over 6,000 attendees descended upon Vegas for the biggest securitization conference in finance....

Holy smokes! Edward Snowden has exposed that American and British spies hacked into the internal computer network of the largest...

A great article by the Atlantic that highlights how the US retirement asset landscape is changing as the Boomers become the first...

Shrugging off the recent effects of its TurboTax issues, Intuit's stock rose on the sharp increase in the number of online subscribers...

If you have never played with the Kickstarter funded LoopPay, the following article does a good job of explaining how it works -...

Samsung has just made a big move in mobile payments by acquiring LoopPay. Whilst Apple's iPhone has bet on NFC to enable it's mobile...

Betterment, the automated investment platform, has raised another round of financing from private equity firm Francisco partners. The...

Lending Club has cut some great deals with big names such as Alibaba and Google. Most recently they have established an agreement...

Today at least 73 private companies are valued at $1 billion by venture capital investors. Last year, 48 companies entered that...

Six years post Lehman's collapse, administrators are still attempting to unwind all the associated trades in place at the time. The...

"This is one of the few newsletters that I read every week, without exception."

"Incredibly high quality, on-point; stuff I don't...

Investing in London remittance startups is all the rage right now. Last month Transferwise secured $58 million on ~$1 billion...

RBS and NatWest announced that customers can now use the iPhone's TouchID fingerprint technology to access their bank accounts....

The CEO of Australian payments company Tyro is concerned that the country's banks are picking and choosing which fintech innovations...

The proliferation of specialized crowdfunding platforms continues... Club Ethisclaims to be the first Shari'ah compliant crowdfunding...

A string of startups aimed at the Nigerian market have attracted huge VC backing, and many believe their success could spur on the region.

While companies like Wealthfront and Personal Capital are tackling the fee problem by taking financial advising into their own hands,...

Accenture's annual outlook of global technology trends, highlights a shift to the “We Economy” that is re-shaping markets and will...

As bank credit for small businesses continues to remain significantly constrained, alternative lenders, leveraging new technology to...

With President Obama's recent executive order promoting private sector cybersecurity and information sharing, it is timely that...

The French government is placing bets in the country's startup ecosystem with the hope of persuading venture capitalists to take a...

Italy, the motherland of the 'modern' banking system, is sprouting with innovative fintech startups. StartupItalia! has highlighted 9...

With the 6 Nations Championship underway, here is a preview of the rugby tournament based on private equity and startup data. England...

Clive Woodward, England's former rugby coach, is Europe's Billy Beane. His radical approach of indoctrinating his players to use tech...

AmEx and Costco's 16-year deal is now coming to an end. One out of every 10 AmEx cards is a Costco card. The move has resulted in...

The New Republic discuses the CFPB's role in regulating payday lending. The article illustrates the problems with payday lending and...

Fidelity Investments is buying eMoney, a 270 person wealth management software company, for $250m. Fidelity says that they have no...

Quidsi's founder, Marc Lore, has locked his crosshairs on Amazon with his new online marketplace, Jet. The startup plans to use a...

The FT analyzes the growing London VC space and potential for startups. It reveals that London's venture capital funds are...

2014 was a big year for lending, as loan balances increased last year by $151.7b which was more than 2010 and 2011 combined. This has...

New York has its own Techstars fintech accelerator program. After the success of the London program Barclays is opening a second...

Stephen Orfei of the PCI security standards council (founding brands include AmEx, Mastercard, and Visa) speaks on the importance of...

For MineralTree's CEO, disruption in the accounts payable process is long overdue. Last year, companies spent ~$100b on writing and...

If innovation is the engine of financial technology, data is surely the fuel. Does this make Xignite the driver? Stephane Dubois and...

Josh led the A round in our portfolio company Reonomy. His long form piece in TechCrunch on Real Estate Tech this week is well worth...

This space is starting to feel crowded in the US and we are not sure we would pay $5 to use the app (we haven't tried). Lots of big...

Nothing happens in research in years and then Symphony launch a research delivery product and Factset acquire Code Red in the same busy...

Another messaging business (Korea's Line) has beefed up its payment capabilities this week by acquiring WebPay in Japan.

Ant Financial, the financial services arm of Alibaba, is adding another leg to its pre-IPO stool by reportedly planning to acquire a...

Ant Financial runs Alipay, China's most widely used online payment platform, and is controlled by Alibaba's Executive Chairman Jack Ma...

This short 9 minute video (with subtitles) from motherboard takes you on a tour of one of 6 bitcoin mines sequestered away in rural...

Will India's top-down approach to financial innovation results in a national success like the Japanese ecosystem built upon Sony's...

Openfolio found that its user base under performed last year after over allocating to individual stocks and cash. The average return...

The Bureau's new rules are expected to address expensive credits backed by car titles and some installment loans that stretch longer...

Over the last 20 years, small banks' share of consumer loans has dropped from 70% to just under 10%. In a push to reverse this trend,...

After acquiring Russell Investments last year, the London Stock Exchange is selling the company's investment management group. This...

While the proclivity for millennials to use P2P lending services (especially compared to the baby boomer generation) is something we've...

BAU = Business as Usual and that's the order of the day in most shops, along with cutting costs. As a result, most of the evolutionary...

South Florida-based startup YellowPepper is encouraging merchants to jump on the mobile commerce bandwagon. Last month, YellowPepper...

As part of the "Democratising Finance" series, the Financial Times has analyzed how mobile technology is increasing access to finance...

Are Symphony trying to create the next Multex or, perhaps more accurately, the next Markets.com? As pointed out in this article there...

Twitter inks a deal with Google to have tweets visible in search results as soon as they are posted. Engineers at both companies are...

Nelnet Inc. , a Nebraska-based lending conglomerate holding over $25b in student loans, has invested an undisclosed amount in...

The Guardian initiated an online chat in which experts in financial technology addressed questions from readers. The summary covers...

Having enough network traffic to bring down your server is normally a "good" problem to have, but the side effects of Knight Capital...

Some 22 million new users are expected to adopt mobile payments by the end of next year. Coupled with mobile penetration rates of...

This Pew study of household financial security in America finds a striking level of financial fragility Despite the national recovery.

Psychometric testing companies VisualDNA and Entrepreneurial Finance Labs (EFL) are helping to bring banking services to the...

Has bitcoin been a gigantic waste of electricity or is it still just early days for a technology that is trying to redefining how...

Watchdogs from around the world are gathering in Seoul later this month and on the agenda will be the disruptive impact of FinTech....

PayPal, once an innovator in the world of FinTech, is struggling to take the industry forward. Will the firm be able to regain the...

There are already frameworks that allow you to use web technologies to build an iPhone app, but nothing quite like React Mobile. ...

Containers have gotten a lot of press for easing friction in the enterprise world of cloud tech. They are also poised to make...

A host of regional financial institutions, including BBVA Compass and Fifth Third Bank, now support Apple Pay. Moreover, Visa recently...

It's official, another fintech company joins the unicorn club. With its most recent $200m raise, SoFi is valued around $1.3b. SoFi...

Openfolio was back in the press this week with an interview by AlleyWatch. The interview provides great insights on the founders, their...

Regulators from the International Organization of Securities Commissions convene in Seoul this month, the disruptive impact of...

Obama's budget proposal calls for deployment of intrusion detection and prevention capabilities, and a greater sharing of data with...

P2P lender, Lending Club, is making a big strategic move by partnering with the ecommerce giant, Alibaba, to provide financing to small...

Nationwide Insurance released a universally hated ad during this Sunday's Super Bowl. In the 47-second spot, a young boy recounts all...

Great report from Accenture highlighting how the payments industry will change. Some of the findings include:

• Consumers expect to...

This acquisition says a lot about Fidelity's tech strategy and shows that the firm is paying attention to the opportunities that...

Ashby Monk, Ph.D., executive director of the Global Projects Center at Stanford Universityand a senior research associate at the...

Alibaba announced today that it has launched the $129 million non-profit organization, the Alibaba Hong Kong Young Entrepreneurs...

2014 was a huge year for NYC's startup community, with over $4B poured into the city's tech scene. Consumer internet companies still...

The latest raise values the NY based company at over $500m. Dataminr analyzes social media data for clients in finance, news and...

Insurance is a $481 billion business and technology start-ups are looking to replace the role of agents. Furthermore, large...

The number of Real estate crowdfunding platforms continues to grow. However, the development of internal systems and the formation of...

The founder and CEO of our portfolio company, Reorg Research, was interviewed by Waters Technology. In the interview Kent gives a peek...