Fintech

Displaying 4794 results
iCapital launches new portfolio construction tool
ALTERNATIVES JUL 26, 2023
iCapital launches new portfolio construction tool

Architect aims to make alts a core element of portfolios rather than a satellite component.

By Ryan W. Neal
AdvicePay hires new CEO to succeed Alan Moore
RIA NEWS JUL 25, 2023
AdvicePay hires new CEO to succeed Alan Moore

The payment platform brings on fintech veteran Alex Sauickie, who plans to help expand services to banks and broker-dealers.

By Jeff Benjamin
Savvy launches fully integrated AI platform for advisors
FINTECH JUL 25, 2023
Savvy launches fully integrated AI platform for advisors

The platform automates processes such as new account onboarding, portfolio recommendations, and personalized financial planning.

By Steve Randall
Bypassing Wall Street proves costly for P2P crypto exchanges
ALTERNATIVES JUL 24, 2023
Bypassing Wall Street proves costly for P2P crypto exchanges

The peer-to-peer trading digital asset trading platforms are struggling to achieve their decentralized dreams.

By Bloomberg
Seven fintech companies to feature at second annual Future Proof festival
FINTECH JUL 19, 2023
Seven fintech companies to feature at second annual Future Proof festival

Six startups and Pershing X will demonstrate how their products can solve real problems for advisors.

By Ryan W. Neal
Understanding WhatsApp supervision
OPINION JUL 19, 2023
Understanding WhatsApp supervision

What financial services firms need to know about the risks of scraping software versus the benefits of an API-based integration.

By Bill Simpson
Your 401(k) likely includes military weapons holdings
RETIREMENT PLANNING JUL 19, 2023
Your 401(k) likely includes military weapons holdings

Many of the top US fund companies have exposure to companies that make controversial weapons, As You Sow found.

By Emile Hallez
Capturing more wallet share with cash
OPINION JUL 19, 2023
Capturing more wallet share with cash

Yields on cash offerings are higher in current market conditions, a trend that has attracted investors' attention.

By Max Lane
Can AI fix digital collectibles slump? No, says $69M NFT creator
FINTECH JUL 19, 2023
Can AI fix digital collectibles slump? No, says $69M NFT creator

With interest in non-fungible tokens having fallen sharply, some think artificial intelligence is the panacea, but it could make things worse.

By Bloomberg
Gensler says AI holds promise, peril for financial advice
FINTECH JUL 17, 2023
Gensler says AI holds promise, peril for financial advice

The SEC chair calls AI 'the most transformative technology of our time,' but emphasizes the agency's focus on fraud.

By Mark Schoeff Jr.
Make or break earnings season for $10 trillion global stocks rally
FINTECH JUL 17, 2023
Make or break earnings season for $10 trillion global stocks rally

Will companies live up to the expectations of investors or will the rally screech to a halt as results are revealed?

By Bloomberg
AI can expose 'very real' ESG risks, says UBS exec
FINTECH JUL 14, 2023
AI can expose 'very real' ESG risks, says UBS exec

For example, artificial intelligence could help with the threat of deforestation by tracking 'land use change and geospatial mapping.'

By Bloomberg
Charles Schwab announces TD Ameritrade data breach
FINTECH JUL 14, 2023
Charles Schwab announces TD Ameritrade data breach

Tens of thousands of clients could have been affected by huge attack resulting from vulnerabilities found in MOVEit file transfer software.

By Matthew Sellers
Investors open to using ChatGPT to pick their investment portfolios
FINTECH JUL 14, 2023
Investors open to using ChatGPT to pick their investment portfolios

Survey reveals that a significant share of respondents believe AI can do a better job of choosing equities than they can.

By Steve Randall
InvestCloud names Heather Bellini president and chief financial officer
FINTECH JUL 11, 2023
InvestCloud names Heather Bellini president and chief financial officer

Bellini will oversee finance, legal, HR and business operations at the company, which is rebuilding executive leadership after a spring shakeup.

By Ryan W. Neal
Amid volatility, tech that proves an advisor's value will thrive
FINTECH JUL 11, 2023
Amid volatility, tech that proves an advisor's value will thrive

There's new pressure on advisors to clearly demonstrate the value they deliver to clients, and technology will play a key role.

By Ryan W. Neal
The latest in financial #AdvisorTech — July 2023
FINTECH JUL 10, 2023
The latest in financial #AdvisorTech — July 2023

This month's highlights include Pershing X's launch of Wove, Blueleaf's 'aggregation-as-a-service' solution, and Nitrogen's new set of firmwide data analytics capabilities.

By Michael Kitces and Ben Henry-Moreland
Regulators likely to take wait-and-see approach on AI
FINTECH JUL 10, 2023
Regulators likely to take wait-and-see approach on AI

The SEC is working on proposed rules related to artificial intelligence and other technologies, and Senate Majority Leader Chuck Schumer has announced a framework for AI legislation.

By Mark Schoeff Jr.
AI arrives on Wall Street
FINTECH JUL 10, 2023
AI arrives on Wall Street

Morgan Stanley and JPMorgan seize the initiative, while smaller firms grapple with a lack of standardized data.

By Ryan W. Neal
Advisors jumping onto Threads could create compliance headaches
FINTECH JUL 07, 2023
Advisors jumping onto Threads could create compliance headaches

Currently Threads lacks many of the features that are standard on other social media platforms, such as direct messaging and feed curation.

By Ryan W. Neal