Miriam Cross

Banks and fintechs are coming together to help older customers with a variety of needs, from avoiding financial exploitation to planning for the future.

The fintech already has a number of large bank partnerships, including Morgan Stanley at Work and Wells Fargo.

Meow and Vesto are two firms that help companies invest idle funds in safe instruments such as Treasury bills.

Bank of America's Merrill Lynch arm has been steadily rolling out digital products since 2020, most recently a program for advisors to produce short videos.

JPMorgan Chase alleges in a lawsuit that the college-planning website Frank provided misleading information before the bank bought it. Experts say there were plenty of red flags from the beginning.

Challenger banks and apps such as Zeta, Onward and Nerve are helping people manage complex financial relationships beyond simple joint accounts.

Onward, an app that recently raised a Series A from investors that include Citi Ventures, helps separated and divorced parents transparently share expenses and pay each other back in one spot.

Mechanics Bank in Walnut Creek, California, has signed up to be Inclined's first partner.

April and Column Tax are among the startups capitalizing on the idea that taxes are part of a person’s financial life and banks are most suited to help with tax preparation and filing.

Fintech deals totaled $348.5 billion in 2021. Here are the trends causing the record transaction wave.