The asset manager will use customized technology from iCapital to facilitate its clients' use of its offerings of alternative investments.
The increase in remote work, conducted over networks that may not be secure, as well as the widespread use of mobile apps, have added a new level of risk.
The company's benefits equity scorecard can help employers match the benefits they provide to employees' needs.
The new director of the SEC Division of Investment Management, William Birdthistle, makes his public debut at the Investment Adviser Association conference.
The latest edition of the Robo Report by Backend Benchmarking tracks 58 accounts at 35 different providers and includes both qualitative factors, such as financial planning features, as well as the performance metrics.
Chicago-based Hub will buy Insureon’s digital insurance agency and its brand, while Bold Penguin will take control of its technology platform.
The Department of Homeland Security has set up a page warning of cyberattacks emanating from Russia, and both the SEC and Finra echoed those concerns in notices to the public.
Co-founder Eric Ervin, who's taking over as CEO, alludes to the 'stresses of dual leadership' in an email to investors.
The fintech is reportedly being shopped around to private equity firms in what could potentially become one of the largest wealthtech deals to date.
The world’s largest firms are betting that new tools from wealthtech providers, ranging from AI to robotic process automation and blockchain systems, can help slash costs while increasing assets.
Small to midsize wealth management firms are more likely to purchase third-party tools than their wirehouse counterparts.
In the company’s first foray into the 529 space, the Student Loan Management platform allows workers with a Betterment 401(k) to view their loans alongside their other financial accounts.
In addition to a recent deal with Carson Group in October, other partnerships with Orion Advisor Solutions and Advyzon have proved successful for the company, which claims to have grown 300% in the past three years.
The RIA Lab panelists offered suggestions on how advisers can navigate the challenges and opportunities of technology integration.
Bank cooperating with CFTC probe into business communications. This comes after JPMorgan was fined for messages outside work systems.
The Chicago-based fintech has recently been approached by at least one private equity firm interested in acquiring it, according to people familiar with the matter.
Hundreds of comments have been published online in the past two weeks, after Grayscale Investments launched a media campaign encouraging the public to weigh in on a Bitcoin ETF.
The TAMP doubled down on its vision to aggregate the 2 petabytes of consumer spending data it collects — roughly equivalent to 1 trillion pages of printed text or 40 million filing cabinets.
As advisers look to use online tools for prospecting, Commonwealth and Sanctuary team up with Tifin, and AssetMark and eMoney Advisor roll out upgrades.
Companies ranging from established robo-advisers like Betterment to upstarts like the crypto-focused robo Domain Money have launched new products in recent weeks to help clients navigate the complex and often confusing world of digital assets.
