Fintech

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Robinhood takes swipe at Warren Buffett
FINTECH MAY 04, 2021
Robinhood takes swipe at Warren Buffett

The online brokerage was responding to Buffett's comment that Robinhood is contributing to the "casino aspect" of the stock market.

By Bloomberg
Why the public is still leery of online brokerages
OPINION MAY 04, 2021
Why the public is still leery of online brokerages

Lawsuits have popped up alleging wide-reaching conspiracies and gamification strategies at some of the most well-known firms. Online brokerages are increasingly responsible for rebuilding public trust.

By Sean Allocca
Modernizing regulations to keep pace with technology
OPINION MAY 04, 2021
Modernizing regulations to keep pace with technology

Finra has allowed fully remote inspections during the pandemic, and the industry is now encouraging the regulator to make the temporary adjustments into long-term changes.

By Dale Brown
Bitcoin bears: Financial advisers still cautious of crypto
FINTECH MAY 03, 2021
Bitcoin bears: Financial advisers still cautious of crypto

Hype from retail and institutional investors on digital assets isn’t enough to sway skeptical advisers who are weighing the risk and reward of crypto before adding the asset class to clients' portfolios.

By Nicole Casperson
RIA Digital Assets Council launches certificate in blockchain, Bitcoin
FINTECH APR 30, 2021
RIA Digital Assets Council launches certificate in blockchain, Bitcoin

Advisers who enroll in the program will be qualified as experts in digital assets, says RIADAC founder Ric Edelman.

By Nicole Casperson
New investors strain online brokerages: J.D. Power
FINTECH APR 28, 2021
New investors strain online brokerages: J.D. Power

Account openings at online brokerages have skyrocketed, but the number of problems cited by customers have doubled during the past year.

By Nicole Casperson
Bitcoin in annuities? Several insurers are working on it
RETIREMENT PLANNING APR 28, 2021
Bitcoin in annuities? Several insurers are working on it

The annuities business, while being an early mover, still lags where some consumers want to see it, according to NYDIG. Recently, several insurance companies have made big investments in the firm.

By Emile Hallez
Robinhood is snapping up financial advisers. Here's why.
FINTECH APR 27, 2021
Robinhood is snapping up financial advisers. Here's why.

Robinhood plans to double the number of full-time registered reps this year after recruiting 100 advisers from other firms since 2019.

By Nicole Casperson
Orion adds trio of execs to C suite
FINTECH APR 26, 2021
Orion adds trio of execs to C suite

Orion President Noreen Beaman outlines how the three new hires align with the fintech's future growth trajectory. The move comes almost one year after the Brinker Capital merger in June.

By Nicole Casperson
Why Wells Fargo is adding the eMoney planning tool for its advisers
FINTECH APR 26, 2021
Why Wells Fargo is adding the eMoney planning tool for its advisers

For years, Wells Fargo Advisors has touted its in-house investment management and planning platform for clients and advisers, called Envision. Now, it is introducing the outside eMoney Advisor.

By Bruce Kelly
3 ways APIs are changing your wealthtech tools
OPINION APR 26, 2021
3 ways APIs are changing your wealthtech tools

Some of the biggest names in financial services are building the wealthtech equivalents of Uber right now, and they’re using APIs to do it.

By Steve Zuschin
Wealthfront, Betterment, SoFi expand offerings
FINTECH APR 23, 2021
Wealthfront, Betterment, SoFi expand offerings

Robos are continuing to make incremental product expansions to make their digital advice platforms more competitive with incumbent banks.

By Nicole Casperson
AdvisorEngine finalizes integration with Schwab
FINTECH APR 20, 2021
AdvisorEngine finalizes integration with Schwab

The integration of the two technologies is mutually beneficial, giving RIAs access to Schwab client data and AdvisorEngine’s adviser toolbox.

By Nicole Casperson
Walmart isn’t after your book of business
OPINION APR 19, 2021
Walmart isn’t after your book of business

The world's largest retailer announced plans to launch a digital advice platform for its 220 million weekly clients. It will likely target lower-income Americans with simple but necessary financial products.

By Sean Allocca
The latest in financial #AdviserTech — April 2021
RETIREMENT PLANNING APR 19, 2021
The latest in financial #AdviserTech — April 2021

The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!

By Michael Kitces
Time to learn about crypto
ALTERNATIVES APR 19, 2021
Time to learn about crypto

Bitcoin hit a record of more than $64,000 as Coinbase Global Inc., the largest U.S. cryptocurrency exchange, went public last week. Advisers and Wall Street have reached an inflection point when it comes to cryptocurrencies.

By InvestmentNews
Betterment account openings skyrocket 116% in first quarter
FINTECH APR 16, 2021
Betterment account openings skyrocket 116% in first quarter

Betterment's push to expand across multiple business lines and recent M&A activity could be prompting the robo-adviser toward new gains.

By Nicole Casperson
Top 3 ways to attract millennials: J.D. Power
FINTECH APR 15, 2021
Top 3 ways to attract millennials: J.D. Power

The past year has exposed a stark divergence in the investment behavior of millennial investors compared with their older counterparts. A huge generational transfer of wealth, at roughly $68 trillion, is poised to fall into the hands of the millennials.

By Nicole Casperson
Coinbase goes public: Why it matters to advisers
FINTECH APR 14, 2021
Coinbase goes public: Why it matters to advisers

Coinbase introduces millions of people to the world of digital assets, pushing financial advisers to surf the crypto wave before it crests. Some advisers are still skeptical.

By Nicole Casperson
Luma partners with Cannex to offer annuity data tool
RETIREMENT PLANNING APR 13, 2021
Luma partners with Cannex to offer annuity data tool

Luma aims to get a broader set of advisers to engage with annuities with access to the Cannex database and annuity-focused tools.

By Nicole Casperson