CB Insights

DECEMBER 15, 2020

Get the free 64-page download to learn how industries are using tech to reimagine nearly every facet of their operations. Consumers are now saving more — to address this shift in consumer behavior, wealth tech firms should look toward creating millennial-friendly platforms that provide a more holistic suite of services and analytics tools.

Management 87

Management Fintech Industry Trends 87

PYMNTS

APRIL 11, 2016

Compared to the alternative — losing it in the market anyway and/or being taxed on whatever returns they might manage to eke out — the downside doesn’t appear too threatening. One: They make it incredibly easy for different groups of customers to get together and do business. Two: Platforms have to operate at scale.

San Francisco 100

San Francisco Operations Examples Branding 100

CB Insights

OCTOBER 10, 2018

One of the biggest challenges these companies face is that many operate without a bank charter or license. All others operate under special regulatory licenses and/or partner with financial institutions and some, like Revolut, are in the process of obtaining a charter. Millennials. why profitability won’t come easy.

Retail 78

Retail Cards Millennials Mobile 78

PYMNTS

NOVEMBER 16, 2016

We set out to automate that whole process and replace that manual property manager using AI and other systematic automation for the processes of marketing, leasing, showing a property, making payment, dispatching maintenance agreements and filing taxes. DE: Are you guys also substituting for the real estate broker? What could be better?

Management 100

Management System Marketing Payments 100

PYMNTS

MARCH 23, 2020

Most companies now operate at global or multimarket scales, offering their products to clients and customers around the globe via digital channels. Shifting tax rules only exacerbate these problems, with 13 percent of freelancers in the U.K. planning to find work outside the country this year due to tax code changes, for example.

Payments 153

Payments Taxes Trends Examples 153

CB Insights

OCTOBER 26, 2020

While the rules against prop trading have more recently been loosened, the restriction has still changed how investment banks operate. Even as the regulation pendulum swings back toward more limited oversight, how investment banks operate is fundamentally changing. Table of contents. The disruption of the IPO.

Management 78

Management Capital Company Marketing 78

Fintech Labs Insights

JULY 16, 2015

Today, we’re revealing the first group of companies that will take the stage at the event. DAVO Technologies’ automated technology solution solves small-to-mid-sized merchants’ sales tax pain points. Hedgeable’s NEXT Partner Network makes private banking platforms available to millennials.

Company 12

Company Mobile Software Big Data 12

Fintech Labs Insights

JULY 22, 2015

Apex Clearing will explain its cutting-edge financial services platform and how online brokerage firms and FinTech groups can grow their businesses by leveraging our technology. Avalara will detail the Weird and Wacky World of Sales Tax. Did you know that sales-tax in the U.S. is handled unlike any other place on the planet?

San Francisco 12

San Francisco Video Fintech Data 12

PYMNTS

JANUARY 26, 2018

It reveals that Mulvaney won’t s hutter the CFPB entirely — possibly because he is prevented by statute from doing so — but will instead change the way it operates going forward. Costco for Millennials: Forget the dad jeans. South Korea is levying heavy duty taxes on trades. That decision drew markedly mixed reactions. .

Lending 101

Lending Cards Millennials Data 101

PYMNTS

MARCH 19, 2018

And that we should do that not because they’re tax evaders or evil — all things he said they, like all of us, are. Crying foul over Google’s dominance in the EU , as Bing-funded opposition groups have done over the years, ignores the fact that consumers have a choice when it comes to search engines — and by and large they don’t choose Bing.

Google 148

Google Apple Retail Millennials 148

PYMNTS

JULY 22, 2019

William Leach , in his 1994 book, “ Land of Desire: Merchants, Power and The Rise of a New American Culture ,” cites town hall meetings in 1893 organized by groups of small merchants, who claimed that large retailers “foster tyranny across the country” to shift the balance of money and power and control their way.

Innovation 170

Innovation US Maine Google 170

PYMNTS

JANUARY 23, 2017

As I wrote recently, it’s the millennials — who are earning 20 percent less than their parents did at the same stages in their lives and aren’t sure anymore. In 2015, 50 percent of the tax filers in the U.S. Seventy-five percent of tax filers that same year made less than $75,000 a year — that’s salary, bonus and taxable benefits.

Innovation 100

Innovation Payments Taxes Policies 100