Latest News

But We Have a Relationship!

Just about every conversation about the future of banking steers into the territory of "relationship banking." In his latest blog, Frank Rotman delves into what really constitutes relationship banking and... Read more

OpenInvest Launches ‘Optimus’ for Advisers

Business-to-consumer automated advice platform (and QED portfolio company) OpenInvest is launching a new tool for financial advisors to model separately managed accounts (SMAs) tailored to individual clients' environmental, social, and... Read more