Fintech

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The latest in financial #AdviserTech — February 2021
FINTECH FEB 16, 2021
The latest in financial #AdviserTech — February 2021

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

By Michael Kitces
Meet Goldman's robo-adviser Marcus Invest — finally
FINTECH FEB 16, 2021
Meet Goldman's robo-adviser Marcus Invest — finally

Mainstream investors can now open an account with Goldman Sachs with $1,000 and a smartphone. After delaying the launch last year, Marcus Invest solidifies the bank’s goal to bring investing to a wider audience of consumers.

By Nicole Casperson
Let’s innovate by reaching clients via mobile apps
OPINION FEB 15, 2021
Let’s innovate by reaching clients via mobile apps

Technology is often one of the most noticeable areas in need of support — especially when compared to other retail or consumer channels, and specifically in terms of mobile apps.

By InvestmentNews
Viral or vicious? Financial advice blows up on TikTok
FINTECH FEB 15, 2021
Viral or vicious? Financial advice blows up on TikTok

In the past, advisers viewed social media as a marketing tool that targeted only millennial and Gen Z clients. That narrative has changed.

By Nicole Casperson
Instagram reigns — for now
FINTECH FEB 15, 2021
Instagram reigns — for now

While Instagram represents a smaller scale for personal finance advice content compared with TikTok, financial advisers are still capturing clients through the platform.

By Nicole Casperson
Fidelity hosts a Reddit AMA — but Robinhood steals the show
FINTECH FEB 12, 2021
Fidelity hosts a Reddit AMA — but Robinhood steals the show

More than 1,300 comments from Redditors flooded the discussion, yet trading education was largely outshined by comments comparing Fidelity’s mobile app interface to Robinhood's.

By Nicole Casperson
MoneyLion to go public via blank-check merger in $2.9 billion deal
FINTECH FEB 12, 2021
MoneyLion to go public via blank-check merger in $2.9 billion deal

MoneyLion manages about $20.65 million in assets and offers mobile banking, automated investing and personal financial management tools

By Nicole Casperson
Betterment offers custom model portfolios for advisers
FINTECH FEB 11, 2021
Betterment offers custom model portfolios for advisers

Advisers can build their own custom model portfolios of exchange-traded funds if they agree to move a minimum of $2.5 million in assets to Betterment.

By Nicole Casperson
Blockchange intros digital asset SMA for RIAs
FINTECH FEB 09, 2021
Blockchange intros digital asset SMA for RIAs

The new SMA tool enables RIAs to outsource the management of their client’s digital portfolios by using a framework to account for protocol maturation, ecosystem adoption rate, and project governance.

By Nicole Casperson
Here’s why we’re hosting an in-person conference in 2021
OPINION FEB 09, 2021
Here’s why we’re hosting an in-person conference in 2021

Those hosting conferences must earn the trust of on-site guests by taking every possible precaution, while creating experiences that are just as valuable for the careers of the professionals who participate remotely.

By Eric Clarke
The GameStop lawsuits are missing the point
FINTECH FEB 08, 2021
The GameStop lawsuits are missing the point

A host of discount brokerages, including Robinhood, Charles Schwab and ETrade, are now facing accusations of market manipulation. The challenges are expected to face tall legal hurdles.

By Sean Allocca
RIAs leverage TAMP tech the most: Report
FINTECH FEB 08, 2021
RIAs leverage TAMP tech the most: Report

Turnkey asset management platforms hold more than $2 trillion in managed wealth, and RIAs are the group that's funneling the most assets into TAMPs.

By Nicole Casperson
Elevating wealth for women
FINTECH FEB 08, 2021
Elevating wealth for women

Ellevest CEO Sallie Krawcheck goes beyond investment management and traditional financial planning to help female clients be strategic about career paths, salary negotiations and other topics that provide real value.

By Nicole Casperson
InvestCloud aims to be the Amazon of wealthtech with Tegra118 merger
FINTECH FEB 03, 2021
InvestCloud aims to be the Amazon of wealthtech with Tegra118 merger

Global fintech InvestCloud completed a recapitalization that establishes the firm as the latest fintech unicorn while positioning it to rival TAMP offerings, according to experts.

By Nicole Casperson
How technology is shaping new asset management products
OPINION FEB 02, 2021
How technology is shaping new asset management products

Adopting AI across asset management will accelerate the ability of investment professionals to better serve investors and create new sources of value, making them even more essential.

By Andreas Roell
Finra zeroes in on online brokerage apps
FINTECH FEB 01, 2021
Finra zeroes in on online brokerage apps

The broker-dealer self-regulator cited a surge of new retail investors entering the markets via online platforms, which has led to a spike in more sophisticated kinds of trading, such as options.

By Mark Schoeff Jr.
Fintechs push Bitcoin trading onward and upward: Fidelity
FINTECH FEB 01, 2021
Fintechs push Bitcoin trading onward and upward: Fidelity

Advisers should be ready for Bitcoin to increasingly become a part of their conversations with investors. Fintech companies are already reducing the barriers to participation.

By Nicole Casperson
Robinhood adds market manipulation and gamification to a quiver of woes
FINTECH JAN 29, 2021
Robinhood adds market manipulation and gamification to a quiver of woes

The free-trading app faces renewed accusations that its platform is manipulative amid a decision to halt certain trades just a month after Massachusetts regulators accused it of ‘gamification.’

By Nicole Casperson
Buckle up! The GameStop saga isn't going away
OPINION JAN 29, 2021
Buckle up! The GameStop saga isn't going away

The real fun is just getting started, now that everybody and their mother knows what a short squeeze is.

By Jeff Benjamin
Brokerages spark outrage from lawmakers after halting GameStop trades
FINTECH JAN 28, 2021
Brokerages spark outrage from lawmakers after halting GameStop trades

Trading platforms issued restrictions on GameStop, AMC and other shorted stocks that surged to unprecedented highs this week. Lawmakers like Rep. Alexandria Ocasio-Cortez, D-N.Y., and Sen. Ted Cruz, R-Texas, expressed deep concern.

By Nicole Casperson