It's a good time for firms to take stock of what’s working well and how they can ensure advisers are digitally empowered in the year ahead.
The strategy also includes the creation of a new podcast, a six-part virtual webcast series and the launch of a fintech conference
Fintech and digital record keeper Vestwell is among about three dozen firms that have registered as pooled plan providers with the DOL, but the firm does not yet have information on pricing and plan design for a potential PEP product.
The online lender known as SoFi, which gained popularity by refinancing student loans, agreed to merge with Social Capital Hedosophia Holdings Corp. V, a special purpose acquisition company. It marks the latest example of a growing trend in which closely held firms go public by merging with a SPAC.
Clients are curious about the recent boom in cryptocurrencies, but volatile performance records are keeping some advisers on the sidelines
Starting a new job amid a pandemic, I’ve had to rethink how to thrive, virtually, with technology as my trusty tool to succeed
Revision of the advertising rule in place since 1961 reflects technological advances like social media marketing, according to the regulator
The wealth manager will become one of the last major institutions to offer digital advice with the launch slated for Q1
The use of new technologies and solutions will mean fundamental shifts in the financial services industry
A confluence of environmental changes, like work from home orders, virtual events and an economic recession, have forced advisers to embrace tech tools in a matter of months
Founder Jon Stein wasn’t able to achieve his ultimate goal of an initial public offering, but he transformed the little-known New York-based fintech into a digital behemoth
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
The free trading app has been applauded for democratizing the market but critics, and regulators, are starting to take a closer look
The fintech led a movement to virtually eliminate commissions, cut racial investing disparities in half and dramatically increase stock ownership among investors
The complaint marks the first time the state's fiduciary rule is being used to bring charges against a brokerage firm
Sophisticated cyberthreats and scams are on the rise, making it more important than ever to protect devices
The platform is designed to enable advisers to execute on two major trends this year: hyper personalization and goal-based wealth management
The acquisition, slated to close early next year, addresses the 2020 industry shift toward technology-enabled financial planning
While advisers think about the numbers, clients focus on their goals, says Leal, a 2021 Innovator.
Advisers certainly enjoyed free access to products on the platform, but price alone might not have been enough to keep them satisfied
