Fintech

Displaying 4795 results
FINTECH JUN 15, 2018
Ritholtz hires data analytics specialist in latest media-focused addition

Popular blogger Nick Maggiulli to join firm and cultivate intelligence out of data.

By Ryan W. Neal
FINTECH JUN 14, 2018
Crypto coins surge on SEC reprieve

Regulator says transactions involving ether aren't subject to federal securities rules

By Bloomberg
RIA NEWS JUN 14, 2018
ProEquities introduces cybersecurity to protect even the least tech-savvy advisers

Developed by Entreda, the platform will ensure every computer and mobile device is secure when accessing client data.

By Ryan W. Neal
RIA NEWS JUN 13, 2018
United Capital's new CIO has had an 'unlikely' career path

Kara Murphy never thought she'd end up on Wall Street — or be in one of the World Trade Center towers attacked on 9/11.

By Jeff Benjamin
FINTECH JUN 12, 2018
Morgan Stanley gives close-up look at new adviser technology suite

Firm betting tech will increase wallet share and move brokers towards financial planning.

By Ryan W. Neal
FINTECH JUN 12, 2018
BlackRock expands risk analytics tool to wealth managers overseeing billions in assets

'There is a huge opportunity for Aladdin to be the language of portfolio construction,' said BlackRock COO Rob Goldstein.

By Bloomberg
Michael Kitces: The Latest In Financial Advisor FinTech — June 2018
FINTECH JUN 12, 2018
Michael Kitces: The Latest In Financial Advisor FinTech — June 2018

This month's edition kicks off with the buzz from the Envestnet Advisor Summit.

By Michael Kitces
FINTECH JUN 07, 2018
Fees on savings apps can add up

Services like Acorns and Stash let people invest small amounts of money, but critics question their fee structures.

By Ryan W. Neal
FINTECH JUN 07, 2018
Cyber assailants targeted in important new security sweep

The skill and sophistication of attackers are often outpacing firms' ability to protect themselves.

By Guy F. Talarico
RIA NEWS JUN 06, 2018
Orion sets sights on breakaway brokers

Fintech company is partnering with Josh Brown and MarketCounsel to help advisers go independent.

By Ryan W. Neal
Financial professionals targeted by sophisticated 'keylogger' malware
FINTECH JUN 06, 2018
Financial professionals targeted by sophisticated 'keylogger' malware

New computer viruses designed specifically for financial institutions can avoid attack, steal login information and hijack payment transfers.

By Ryan W. Neal
RETIREMENT PLANNING JUN 05, 2018
Allianz and Vestwell partner on 401(k) distribution

The life insurer is promoting Vestwell's automated services to retirement-plan advisers at independent broker-dealers.

By Greg Iacurci
FINTECH JUN 05, 2018
SEC approves paperless mutual-fund reports

Online delivery will become default method for shareholder document delivery.

By Bloomberg
FINTECH JUN 01, 2018
Fees on savings apps can add up

Services like Acorns and Stash let people invest small amounts of money, but critics question their fee structures.

By Ryan W. Neal
FINTECH JUN 01, 2018
Schwab taps Andrew Salesky to lead adviser technology

He replaces Ed Obuchowski, who left in April

By Ryan W. Neal
RIA NEWS JUN 01, 2018
Heard of Chalice? It's being called Amazon Prime for financial advisers

'We're trying to build an online digital marketplace,' says founder Keith Gregg.

By Jeff Benjamin
FINTECH JUN 01, 2018
Some social media advice never goes out of style

Why Roseanne Barr might wish she found my columns before she lost her way on Twitter.

By Scott Kleinberg
Principal Financial acquires digital advice startup RobustWealth
FINTECH MAY 30, 2018
Principal Financial acquires digital advice startup RobustWealth

The deal improves Principal's technology offering and opens a distribution channel to independent advisers.

By Ryan W. Neal
FINTECH MAY 29, 2018
Ladenburg partnering advisers with startups to accelerate tech innovation

Advisers hope to get ahead of any tech disruptors with Ladenburg lab.

By Ryan W. Neal
OPINION MAY 29, 2018
Advisers: Technology alone won't transform your business

New tools and platforms should be used to facilitate deeper, more meaningful interactions with your clients.

By Abby Schneiderman