A transaction could value the robo-adviser, which has drawn interest from banks and special purpose acquisition companies, at as much as $1.5 billion.
The regulator is considering how to utilize in-person and remote participation to capture 'the best of both worlds,' CEO Robert W. Cook said.
A new cohort of social media influencers is taking its knowledge and expertise into the financial realm, breathing new life into stodgy prospecting campaigns that have largely relied on blog posts and dinner seminars.
The VanEck Bitcoin Strategy ETF began trading after a multiweek wait, and days after the SEC rejected the firm's proposal for an ETF that would hold Bitcoin directly.
The firm is also taking an equity stake in BondNav's operator, InspereX.
As cybercriminals become bolder and more sophisticated in their efforts to hack into networks, it's more important than ever for your firm to have a comprehensive plan to protect its data.
The tool, Prospect Accelerator, covers areas including tax, estate and insurance opportunities.
The alternative investments platform has funded more than $2.4 billion in investments across a range of asset classes since its founding in 2015.
In a separate exam sweep, the SEC found that robo-advisers weren't acting in clients' best interests and were misleading in their advertising.
The terms of Nexo's deal for a stake in Texture Capital Holdings were not disclosed.
The online brokerage said an intruder obtained personal information on about 7 million customers and then demanded payment.
Evolving technology, increasing longevity and cryptocurrencies will all play a role in the future of advice, according to seven experts from across the wealth management industry.
The companies say their aim is to allow advisers to manage alternative investments in one place
How can advisors and financial firms improve their marketing? Digital marketing expert and Clout CEO Niharika Shah explains why the solution lies in personalizing relationships.
The deal would catapult Vestwell to serving as program manager for nearly $20 billion, with the acquisition adding about 800,000 participants and 17,000 small employers to its book of business.
In the tech world, integration will not only help you 'future-proof' your tech stack, but also help make any tech missteps easier to fix.
Sustainable investing is expanding rapidly, and part of its evolution hinges on technological innovation.
Covid-19 forced both businesses and consumers to go digital. Suddenly, services once reserved for high-net-worth clients could be profitably delivered to nearly every segment.
'The future is comprehensive financial planning,' Rose Palazzo says, and she hopes to be at the forefront of that shift as the new head of MoneyGuide.
New research from the Foundation for Financial Planning shows that fintech innovation falls short when it comes to planning for low- and moderate-income pro bono clients.
