Fintech

Displaying 4794 results
An adviser's social media strategy: Post, refresh, repeat
FINTECH MAR 24, 2021
An adviser's social media strategy: Post, refresh, repeat

Advisers should embrace social media with an authentic voice that shows their personal side, said marketing strategist April Rudin at the InvestmentNews Virtual Fintech Summit.

By Jeff Benjamin
Robinhood says it filed confidentially for IPO
FINTECH MAR 24, 2021
Robinhood says it filed confidentially for IPO

The online trading platform could go public as soon as late in the second quarter, a source said.

By Bloomberg
Top 5 largest robo-advisers by AUM
FINTECH MAR 22, 2021
Top 5 largest robo-advisers by AUM

Vanguard reigns king for incumbents disrupting the robo-adviser space, while Betterment continues to manage the most assets among independents.

By Nicole Casperson
The latest in financial #AdviserTech — March 2021
FINTECH MAR 22, 2021
The latest in financial #AdviserTech — March 2021

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

By Michael Kitces
Wealthtech Q&A: Focus Financial’s Rajini Kodialam
FINTECH MAR 19, 2021
Wealthtech Q&A: Focus Financial’s Rajini Kodialam

Focus Financial COO Rajini Kodialam shares her experience as a leading woman in fintech breaking down internal barriers for gender equity.

By Nicole Casperson
Wall Street under pressure to give wealthy clients access to Bitcoin
FINTECH MAR 18, 2021
Wall Street under pressure to give wealthy clients access to Bitcoin

Morgan Stanley's plans to offer funds that will enable ownership of Bitcoin puts pressure on its competitors to go down a similar route. The company is the first major U.S. bank with plans to give its wealthiest clients exposure to cryptocurrencies.

By Nicole Casperson
Morgan Stanley to offer Bitcoin funds to ultra-rich clients
FINTECH MAR 18, 2021
Morgan Stanley to offer Bitcoin funds to ultra-rich clients

Wall Street banks have stayed mostly on the sidelines as cryptocurrencies surged in popularity. While futures contracts based on Bitcoin and Ether, the second-largest digital currency, are available at major exchanges, none of the six biggest U.S. banks have until now offered their customers access.

By Bloomberg
Online brokerage eToro to go public via SPAC
FINTECH MAR 17, 2021
Online brokerage eToro to go public via SPAC

With pressures on Robinhood, eToro’s large user base and scale places the U.K.-based challenger front and center to disrupt the U.S. market.

By Nicole Casperson
Cybersecurity guidance for 401(k) fiduciaries is lacking, GAO says
RETIREMENT PLANNING MAR 15, 2021
Cybersecurity guidance for 401(k) fiduciaries is lacking, GAO says

The GAO concluded that plan sponsors, record keepers and others have little to go on as far as guidelines from the Department of Labor and that it isn’t clear whether fiduciaries have the responsibility to minimize cybersecurity risks.

By Emile Hallez
Bitcoin, GameStop, robos: Update on fintech reg
FINTECH MAR 15, 2021
Bitcoin, GameStop, robos: Update on fintech reg

Given the events so far this year, regulation of these topics is likely top of mind for policymakers under Biden, according to experts.

By Nicole Casperson
What asset managers and fintech firms can learn from MIT
OPINION MAR 15, 2021
What asset managers and fintech firms can learn from MIT

During this time of consolidation in the asset management industry, and activity in fintech, the adoption of digital strategies and tools by both will better enhance their chances of survival, or continued success.

By Tim Keane
Beyond adoption: Wealthtech finally eyes innovation
FINTECH MAR 15, 2021
Beyond adoption: Wealthtech finally eyes innovation

Wealthtech has finally graduated from forcing adoption to focusing on innovative ways to bring financial advice into users' pockets.

By Nicole Casperson
JPMorgan plans to expose investors to Bitcoin-friendly stocks
FINTECH MAR 11, 2021
JPMorgan plans to expose investors to Bitcoin-friendly stocks

JPMorgan is another large player slowly giving investors access to Bitcoin trading given there is no cryptocurrency backed ETF in the U.S.

By Nicole Casperson
Wealthtechs launch personalization tools for advisers
FINTECH MAR 10, 2021
Wealthtechs launch personalization tools for advisers

Wealthtech powerhouses Riskalyze and AssetMark are leveraging integrations and the personalization trend to capture adviser attention.

By Nicole Casperson
SoFi to buy California lender as part of push into banking
FINTECH MAR 10, 2021
SoFi to buy California lender as part of push into banking

Social Finance says its acquisition of Golden Pacific Bancorp will aid its efforts to obtain a national bank charter.

By Bloomberg
M1 Finance lands $75 million to double employees
FINTECH MAR 09, 2021
M1 Finance lands $75 million to double employees

With a total of $173 million in fresh funding in a matter of months, M1 Finance looks to scale in the highly competitive robo-advice space. The company will increase its headcount to roughly 300 employees.

By Nicole Casperson
Orion acquires risk management fintech
FINTECH MAR 09, 2021
Orion acquires risk management fintech

The platform it's buying, HiddenLevers, allows advisers to perform portfolio- or security-level stress tests to measure sensitivity to macro-level risks.

By Nicole Casperson
Wall Street needs to come clean on diversity data
FINTECH MAR 09, 2021
Wall Street needs to come clean on diversity data

Opening up the books will put pressure on companies to hire more women and also allow the industry to acknowledge the firms that succeed. There’s no reason for companies to keep investors in the dark about diversity.

By Sean Allocca
Clock starts ticking on November 2022 compliance for SEC ad rule
FINTECH MAR 08, 2021
Clock starts ticking on November 2022 compliance for SEC ad rule

The 430-page rule updates the agency's marketing oversight for the first time since 1961 and applies to social media communications.

By Mark Schoeff Jr.
Fintech Q&A: Ally Invest President Lule Demmissie
FINTECH MAR 08, 2021
Fintech Q&A: Ally Invest President Lule Demmissie

Ally Invest President Lule Demmissie shares her experience as a leading woman in fintech breaking down internal barriers for gender equity.

By Nicole Casperson