Weekly Briefing No. 58 | Sympathy for the Devil

Weekly Briefing No. 58 | Sympathy for the Devil

The weather is getting colder, but temperatures are running hot throughout the fintech complex. Here’s the heat for this week: Beyond millennials: the next big fintech frontier, Betterment’s Jon Stein boldly makes his case, Bloomberg goes dark, Zenefits’ CEO resigns; Orchard, Sandler O’Neill and Lemonade cut deals and Company of note: Loyyal.

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Weekly Briefing No. 57 | A Fintech Judgement of Solomon

Weekly Briefing No. 57 | A Fintech Judgement of Solomon

December is upon us and the fintech developments are coming at a fast and furious pace. On this week’s agenda: The OCC's new fintech charter, The FR's exclusive 1-on-1 with AlphaSense's Jack Kokko, the Moral Machine, Segregated Witness, PeerIQ, China's fintech scene, Company of note: Kash and more.

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Weekly Briefing No. 55 | Hunting for Fintech Truffles

Weekly Briefing No. 55 | Hunting for Fintech Truffles

Still whipsawed by the election? Perhaps it’s time to regain focus by tasting the truffles of Fall. On the docket this week: McKinsey’s new white paper, SoFi gets a life (insurance partner), Quant funds, Bitcoin’s price surge, trial balloons in DC, Company of note: Symbiont and more.

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Weekly Briefing No. 54 | The United States of Apprentice

Weekly Briefing No. 54 | The United States of Apprentice

Welcome to the new and improved version of The Financial Revolutionist. With our revised format, our goal is to provide the same voice but with a sleeker appearance. This week, we are covering a Trumpian tailwind for digital currencies, our exclusive interview with Cloud9 Technologies’ CEO, Jerry Starr, lending as a Service, AI’s limits, Goldman’s SecDB strategy and much more.

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Weekly Briefing No. 53 | Financial Disruptors Have Already Won the Election

Weekly Briefing No. 53 | Financial Disruptors Have Already Won the Election

Ah, November. What could be better than the Cubs, Guy Fawkes Night, Thanksgiving and the conclusion of an interminable election season? This week we look at what November 8th means for financial services disruption, as well as noting developments at Bitcoin, Square, Vanguard, Sam Adams, Facebook and Boxed, which is taking market share from the mighty Amazon.

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Weekly Briefing No. 52 | A Ghost From 1942 Haunts Today’s Economy

Weekly Briefing No. 52 | A Ghost From 1942 Haunts Today’s Economy

Given that we’re entering the spooky season of Halloween and other holidays, we thought it would be a fitting time to look at a scary ghost haunting today’s economy. We also feature an interview with Max’s CEO Gary Zimmerman and highlight a Harvard smackdown of pensions and endowments. Also on the docket: Overstock’s blockchain plans, Amazon’s brick-and-mortar ambitions, “data vapor” and Digital Reasoning, a cognitive computing powerhouse with major Wall Street backing.

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Weekly Briefing No. 51 | The Origin of the Financial Species

Weekly Briefing No. 51 | The Origin of the Financial Species

This week, we look to Charles Darwin to help us determine whether financial incumbents will join the ranks of the extinct. Also on the docket: The SEC’s growing interest in Silicon Valley’s practices, prospects for a cashless US future, BofA Merrill’s nod to the gig economy, recent insights from an Insurance tech conference, fintech’s coming quantum computing craze and a career reinvention inspirer from...

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Weekly Briefing No. 50 | The Wells Fargo Board Should Visit Wrigley Field

Weekly Briefing No. 50 | The Wells Fargo Board Should Visit Wrigley Field

Wells Fargo’s new skipper, fintech chatbots and Deep Learning all caught our attention this week. Also in the batter’s box: TechCrunch’s Bitcoin series, Goldman’s launch of Marcus, Cloud9’s fundraising and why insurance companies are subsidizing smart homes. Finally, we note WayUp, a marketplace for college students, and Crowdcube’s appointment of a chairman.

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Weekly Briefing No. 49 | Fintech Collaboration is Today’s King. Got a Back-up Plan?

Weekly Briefing No. 49 | Fintech Collaboration is Today’s King. Got a Back-up Plan?

A halcyon age of collaboration between incumbents and start-ups is here. Should you jump on? We raise that question and feature our recent interview with Money.Net’s Morgan Downey. Also this week: AQR’s Cliff Asness defends index investing from those who believe it’s worse than Marxism, the frayed social contract between banks and millennials, Uber’s ubiquity, a new OnDemand insurance...

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