Lex Sokolin

JANUARY 14, 2021

Passive ETF asset allocation assets have gone through the roof , in part because they are the choice of fee-based financial advisors and wirehouses that now control about $10 trillion in assets under management. We love the robot as much as the next Fintech commentator. Second, Fintechs (e.g., It is logic. It is statistics.

America 52

America Wyoming National Capital 52

Lex Sokolin

JANUARY 14, 2021

Passive ETF asset allocation assets have gone through the roof , in part because they are the choice of fee-based financial advisors and wirehouses that now control about $10 trillion in assets under management. We love the robot as much as the next Fintech commentator. Second, Fintechs (e.g., It is logic. It is statistics.

America 52

America Wyoming National Capital 52

CFPB Monitor

JUNE 11, 2019

This bill created the nation’s third regulatory sandbox program for fintechs, after Arizona , which enacted sandbox legislation in March 2018, and Wyoming , which enacted sandbox legislation in February of this year. Under Utah’s freedom of information law, called the Government Records Access and Management Act, UCA § 63G-2-1 et seq.

Utah 60

Utah Arizona Regulation Innovation 60

Fintech Labs Insights

SEPTEMBER 28, 2016

In addition to buy-side firms AllianceBernstein, Eaton Vance Management, KKR, and OakHill Advisors, the following FIs also participated in the initiative: BBVA. ” In addition to her service at Morgan Stanley, Long was a managing director at Credit Suisse and an associate at Saloman Brothers. Danske Bank. Scotiabank. State Street.

New York 12

New York blockchain New York City Wyoming 12

Independent Banker

APRIL 30, 2022

Wyoming Bank & Trust. Underlying BankVista’s success has been a management philosophy focused on open debate about how to improve, Freeman adds. A: We have been fortunate to develop deep partnerships with some great fintechs. First Western Federal Savings Bank. Rapid City. Bank of Montana. First Bank of Ohio. Elmore City.

Community Bank 172

Community Bank Community Montana Taxes 172

Lex Sokolin

SEPTEMBER 23, 2020

It doesn’t have an ILC charter from Utah, or a crypto bank charter from Wyoming, or a straight-up bank charter like Varo, nor has it acquired any banks like Lending Club or Jiko. The start-up is claiming to be EBITDA-positive, thereby reaching an amount of (basic) profitability that many fintech companies lack. No shenanigans.

Capital 52

Capital Software Lending Apple 52