Social media offers financial advisers a way to establish a personal brand and build connections with clients and prospects, but dealing with hot-button topics like abortion can be tricky.
Institutional investors will be able to use BlackRock's Aladdin investment management system to oversee their exposure to bitcoin along with assets such as stocks and bonds.
The app-based brokerage's reductions were concentrated in operations, marketing and program management functions.
The addition of Simon brings the total number of asset managers and product manufacturers on the iCapital platform to nearly 300, according to the company.
Here's the rest of the week’s news from the adviser fintech companies that aren’t on vacation.
Each of the firms failed to comply with the agency's rule on identify theft red flags.
The asset manager's new resource, Growth Lab, will provide tools to help independent financial advisers with growing their practices and lead generation.
If you’re hoping to capitalize on new opportunities and remain ahead of the curve, it’s crucial to stay on top of current industry trends.
The company named Josh Gray as its new chief technology officer, promoted former senior vice president of marketing Justin Boatman to chief product officer and hired Craig Clark as first chief marketing officer.
Roadways Mile Marker 2.0 adds real-time updates and projections to present a bigger picture of each participant's overall financial health.
The substantial fines hitting big banks for failing to meet messaging-retention requirements shows the need for direction from the top to ensure the use of monitoring systems.
Condor Capital grades the best robo-advisers across 45 metrics, including financial planning, access to human advisers and cost.
The provider of outsourced investment management and financial technology appointed Ransom as group head of ESG, a new role at Envestnet.
The two companies had competed on providing cybersecurity and technology management for independent registered investment advisers.
This month's roundup looks at Schwab's $187 million settlement with the SEC, Bento Engine's funding round, and RIA In A Box's launch of a RolloverAnalyzer solution.
A roundup of the week's fintech developments, including news from eMoney, Onramp Invest, Tifin, Panoramix and iCapital.
Hassan, who will succeed Tom Naratil as president of UBS Americas, has served as Morgan Stanley’s chief digital officer and led the launch of Schwab’s robo-adviser.
The sweeping civil probes rank among the largest-ever penalties levied against US banks for record-keeping lapses.
Meanwhile, the firm's wealth management franchise reported positives for the second quarter despite the broad stock market decline seen so far this year.
One of the largest investment advisers in the U.S. has promoted a relative newcomer to oversee the firm’s technology.
