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.
The online trading platform could go public as soon as late in the second quarter, a source said.
Vanguard reigns king for incumbents disrupting the robo-adviser space, while Betterment continues to manage the most assets among independents.
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
Focus Financial COO Rajini Kodialam shares her experience as a leading woman in fintech breaking down internal barriers for gender equity.
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.
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.
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.
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.
Given the events so far this year, regulation of these topics is likely top of mind for policymakers under Biden, according to experts.
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.
Wealthtech has finally graduated from forcing adoption to focusing on innovative ways to bring financial advice into users' pockets.
JPMorgan is another large player slowly giving investors access to Bitcoin trading given there is no cryptocurrency backed ETF in the U.S.
Wealthtech powerhouses Riskalyze and AssetMark are leveraging integrations and the personalization trend to capture adviser attention.
Social Finance says its acquisition of Golden Pacific Bancorp will aid its efforts to obtain a national bank charter.
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.
The platform it's buying, HiddenLevers, allows advisers to perform portfolio- or security-level stress tests to measure sensitivity to macro-level risks.
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.
The 430-page rule updates the agency's marketing oversight for the first time since 1961 and applies to social media communications.
Ally Invest President Lule Demmissie shares her experience as a leading woman in fintech breaking down internal barriers for gender equity.
