Fintech

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Do you have undisclosed crypto? If so, it's time to decide your future
OPINION OCT 15, 2021
Do you have undisclosed crypto? If so, it's time to decide your future

Claims that crypto is 'untraceable' and the 'perfect tax haven' have been exploded. Those who bought into this mythology have to decide what to do.

By David Lesperance
Pershing lures custody business with latest turnkey offering
RIA NEWS OCT 14, 2021
Pershing lures custody business with latest turnkey offering

The new offering, called Pershing X, is headed by Ainslie Simmonds and will enable RIAs to outsource almost all of their practice management needs, like client relationship and investment management tools.

By Jeff Benjamin
SEC to assess when 'psychological nudges' become recommendations
FINTECH OCT 12, 2021
SEC to assess when 'psychological nudges' become recommendations

Securities and Exchange Commission Chairman Gary Gensler said his agency will determine when digital engagement practices used by online platforms cross the line into investment advice.

By Mark Schoeff Jr.
Halo Investing raises $100 million
ALTERNATIVES OCT 12, 2021
Halo Investing raises $100 million

The platform, which provides structured notes, annuities and other investments, plans to use the funds to expand its product offerings.

By InvestmentNews
Acorns to launch custom portfolios in push toward active investing
FINTECH OCT 12, 2021
Acorns to launch custom portfolios in push toward active investing

Active engagement is part of the fintech’s larger mission to incentivize healthy investing behaviors that align with customers' best interest, according to CEO Noah Kerner.

By Nicole Casperson
Vestwell names Rob Molchon CTO
RETIREMENT PLANNING OCT 12, 2021
Vestwell names Rob Molchon CTO

The digital record-keeping platform also promoted Ryan Anderson to chief product officer.

By InvestmentNews
Exposing clients to financial plans in unexpected places
OPINION OCT 11, 2021
Exposing clients to financial plans in unexpected places

American Express Co. believes a consumer may want to create a full financial plan, complete with toggles for job promotions and inflation as well as important life events. They're not the only company that thinks so.

By Dani Fava
In search of adviser tech’s holy grail
FINTECH OCT 11, 2021
In search of adviser tech’s holy grail

An ecosystem is emerging whose ultimate goal is to increase advisers’ wallet share by enabling them to unify a client’s entire financial world onto a single platform.

By Nicole Casperson
Robinhood launches 24/7 phone support
FINTECH OCT 05, 2021
Robinhood launches 24/7 phone support

The free trading platform rolled out round the clock customer service following a recruiting spree of financial advisers turned customer service reps.

By Nicole Casperson
J.P. Morgan launches augmented reality tool for advisers
FINTECH OCT 04, 2021
J.P. Morgan launches augmented reality tool for advisers

J.P. Morgan Asset Management’s Guide to Markets content is now available through an augmented reality experience accessible via smartphones.

By Nicole Casperson
The rise of insurtech
OPINION OCT 04, 2021
The rise of insurtech

Just 10 years ago, there was little crossover between securities and insurance, as insurance agents, health insurance agents and Wall Street advisers traditionally stayed in separate lanes. But that has started to change.

By Arron Price
How technology can embrace ‘financial therapy’
OPINION OCT 01, 2021
How technology can embrace ‘financial therapy’

Advisers can use their tech stack to seamlessly track the opportunities best suited for each client and recommend appropriate actions that result in long-term change.

By Sarah Rasmuss
The latest in financial #AdviserTech — September 2021
FINTECH SEP 30, 2021
The latest in financial #AdviserTech — September 2021

This month's #AdviserTech roundup includes Riskalyze’s recapitalization, RightCapital’s launch of retirement decumulation tools, Veriti’s crossing $1 billion of AUM, and American Express partnering with BodesWell to return to the financial planning business 16 years after spinning off Ameriprise.

By Michael Kitces and Kyle Van Pelt
Betterment tops $1.3 billion valuation with latest funding
FINTECH SEP 29, 2021
Betterment tops $1.3 billion valuation with latest funding

The $160 million round is the largest to date for the leading independent robo-adviser. The latest influx will be used to accelerate its business-to-business arms, particularly its 401(k) offering.

By Nicole Casperson
Mobile adviser dashboard? There’s a Merrill app for that
FINTECH SEP 29, 2021
Mobile adviser dashboard? There’s a Merrill app for that

Merrill Lynch rolls out a new mobile app for advisers to access all the information on their adviser dashboard via their smartphones.

By Nicole Casperson
Protecting client data in account aggregation
FINTECH SEP 24, 2021
Protecting client data in account aggregation

It’s up to advisers to communicate with investors who need help with understanding the management of risk across multiple accounts.

By Nicole Casperson
Want a tattoo of your favorite ticker? 1.1 million new investors say yes
FINTECH SEP 24, 2021
Want a tattoo of your favorite ticker? 1.1 million new investors say yes

A new survey by Public, a next gen-focused investing app, researched the behaviors and motives of millennial and Gen Z investors. The majority of respondents started investing in the past three years.

By Nicole Casperson
MoneyLion makes trading debut after SPAC merger
FINTECH SEP 23, 2021
MoneyLion makes trading debut after SPAC merger

MoneyLion, fintech founded in 2013, joins the ranks of other recently public fintechs like SoFi, Robinhood and Square’s Cash App.

By Nicole Casperson
JPMorgan buys college financial-planning platform Frank
FINTECH SEP 23, 2021
JPMorgan buys college financial-planning platform Frank

The platform offers a streamlined financial aid application process as well as online courses. The bank said the acquisition will help it build relationships with college students.

By InvestmentNews
iCapital Network builds out alternative investments with Axio acquisition
ALTERNATIVES SEP 21, 2021
iCapital Network builds out alternative investments with Axio acquisition

The addition of Axio Financial will add structured notes to the iCapital platform, marking the first product technically available to retail investors.

By Jeff Benjamin