Fintech

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Competing on customization: Fintech's future in retirement planning
OPINION APR 13, 2021
Competing on customization: Fintech's future in retirement planning

Social Security is forecast to run out of funds by 2035, company pensions (as well as full-time employment itself) are in decline, and millions are facing a squeeze on savings. People planning for their retirement are looking for fresh advice to help guarantee long-term financial security.

By Michael Roth
Fintech apps that strive for good
FINTECH APR 12, 2021
Fintech apps that strive for good

Fintech platforms are helping to ensure customers not only understand what diversification means, but also how it can help them build a more balanced portfolio.

By Nicole Casperson
Bitcoin specialist NYDIG raises $100 million
FINTECH APR 09, 2021
Bitcoin specialist NYDIG raises $100 million

Property and casualty insurers join life and annuity investors already backing the company.

By InvestmentNews
Envestnet acquires fintech Harvest Savings
FINTECH APR 08, 2021
Envestnet acquires fintech Harvest Savings

Envestnet now owns Harvest's technology, including its automated micro-savings and digital account opening tools.

By Nicole Casperson
AdvicePay launches tool for enterprise oversight
FINTECH APR 07, 2021
AdvicePay launches tool for enterprise oversight

AdvicePay, the payment tool co-founded by Michael Kitces, is trying to make it easier for large advisory firms to adopt different fee models.

By Nicole Casperson
Robinhood drops the confetti, but advisers aren't convinced
FINTECH APR 06, 2021
Robinhood drops the confetti, but advisers aren't convinced

Robinhood's confetti animation led to heavy criticism of its gamification tactics, but advisers say investor education is still what's needed.

By Nicole Casperson
Why Michael Bolton is crooning over online brokerages
OPINION APR 05, 2021
Why Michael Bolton is crooning over online brokerages

The advertisement is just the latest ploy in an industry war over the throngs of retail investors flocking to digital wealth platforms. The new account openings will certainly have repercussions.

By Sean Allocca
Fintechs partner up to give advisers access to crypto tools
FINTECH APR 05, 2021
Fintechs partner up to give advisers access to crypto tools

Fintech providers are partnering up to provide more crypto options for advisers to include digital assets in their portfolio management services.

By Nicole Casperson
Meet the first crypto robo-adviser Makara
FINTECH APR 02, 2021
Meet the first crypto robo-adviser Makara

Makara is an SEC-approved robo-adviser gearing up to provide investors automated services with a focus on cryptocurrencies. The product will charge a combination of a 1% management fee plus an annual fee.

By Nicole Casperson
Goldman Sachs is getting into Bitcoin — who’s next?
ALTERNATIVES APR 01, 2021
Goldman Sachs is getting into Bitcoin — who’s next?

Goldman Sachs enters the race to offer wealth management clients access to Bitcoin following Morgan Stanley. Which wirehouse could be next?

By Nicole Casperson
SEI acquires defunct adviser fintech platform Oranj
FINTECH MAR 31, 2021
SEI acquires defunct adviser fintech platform Oranj

Oranj founder David Lyon is joining SEI along with 13 engineers, developers, cloud specialists and client service personnel. Financial terms of the transaction were not disclosed.

By Nicole Casperson
Merrill Lynch advisers can now send video account summaries
FINTECH MAR 30, 2021
Merrill Lynch advisers can now send video account summaries

Say goodbye to PDF documents and hello to narrated and personalized videos for client accounts.

By Nicole Casperson
Fidelity Spire offers unlimited free trades
FINTECH MAR 29, 2021
Fidelity Spire offers unlimited free trades

The app is focused on capturing the influx of young investors that are now seeking out financial services. Fidelity Spire is 'goal-based' and enables users to track progress on financial goals by linking their accounts.

By Nicole Casperson
Digital currencies jump as Visa pilots crypto settlement
ALTERNATIVES MAR 29, 2021
Digital currencies jump as Visa pilots crypto settlement

Traditional financial companies are beginning to embrace cryptocurrencies and blockchain projects more than a decade after the creation of Bitcoin in 2009. That comes even as some remain skeptical of mainstream adoption.

By Bloomberg
Envestnet beefs up leadership for financial ecosystem strategy
FINTECH MAR 26, 2021
Envestnet beefs up leadership for financial ecosystem strategy

The new hires, including former TD Ameritrade and Fidelity execs, are a strategic move by Envestnet to build a digital financial wellness ecosystem.

By Nicole Casperson
SoFi, Robinhood plan early IPO access for retail
FINTECH MAR 26, 2021
SoFi, Robinhood plan early IPO access for retail

Social Finance said it will give investors with more than $3,000 in their accounts the ability to invest in initial public offerings.

By Bloomberg
Merrill drops robo-advice minimum to $1,000
FINTECH MAR 25, 2021
Merrill drops robo-advice minimum to $1,000

Merrill’s digital advice platform, which launched in 2017, originally had a minimum investment of $5,000.

By Nicole Casperson
J.P. Morgan rolls out digital model portfolio tool
FINTECH MAR 25, 2021
J.P. Morgan rolls out digital model portfolio tool

J.P. Morgan Asset Management launched a tool allowing financial advisers to analyze 24 models at no cost.

By Nicole Casperson
Failure to overhaul cybersecurity for remote work creates regulatory risks
OPINION MAR 25, 2021
Failure to overhaul cybersecurity for remote work creates regulatory risks

Firms scrambling to enhance their policies and procedures should focus on the three most common weaknesses — device security, software vulnerabilities and data privacy.

By Stephen Marsh and Sid Yenamandra
'Gather round the campfire': Accepting Bitcoin volatility
FINTECH MAR 24, 2021
'Gather round the campfire': Accepting Bitcoin volatility

Price volatility is not a logical reason to ignore Bitcoin, said panelists during the InvestmentNews Fintech Virtual Summit. Here's why.

By Nicole Casperson