This month’s #AdviserTech roundup includes Wealthfront’s $1.4 billion acquisition by UBS, Gemini’s purchase of Bitria, and a couple of deals related to RIA compliance technology.
Coinbase Global, Gemini Trust and Robinhood Markets are among the companies working to comply with the Treasury Department's 'travel rule.'
The New York-based robo-adviser, which landed its largest capital funding round to date in September, for a valuation of $1.3 billion, could now have a significant bull's-eye on its back for potential buyers.
Blockchain unit Onyx set up the lounge as it released a paper on how businesses can explore opportunities in the metaverse.
Isaac Grossman hopped from firm to firm over his 13 years in the securities industry, and eventually was permanently barred from acting as a broker by Finra.
ISS ESG Labels & Standards Solutions aims to help asset managers keep track of standards.
Company has launched investigation and contacted law enforcement because Bitcoin and Ethereum were snatched from IRA users on Feb. 8.
Major insurers including Allianz Life, Franklin Templeton and Pacific Life are joining a venture firm in backing San Francisco-based Micruity.
Investors are piling into exchange-traded products that offer exposure to companies jockeying to create virtual realities.
Firms will have to beef up their ability to detect, react to and report attacks, which is easier to do if you have an IT department.
The custom CAIS platform will allow for the evaluation of hedge funds, private equity, private credit, real estate, digital assets, and structured notes.
See the top 50 fixed-income ETFs ranked by quarterly returns, the top 25 fixed-income ETFs ranked by largest inflows, and the top 25 fixed-income ETFs ranked by largest outflows
Under the regulation, advisers would have to adopt and implement policies and procedure to address cyber risks and report incidents to the SEC and on their Form ADV.
The wealth management fintech spent $625 million to secure the naming rights to Los Angeles’ football stadium in 2019 and will be hoping for a major return on its investment.
Once Betterment launches its own crypto tool using Makara's technology, the tool will be available to retail clients, as well as through Betterment For Advisors, the company's business-to-business platform.
The attractiveness of stand-alone robos, coupled with the ample dry powder at large financial services players, could mean more acquisitions are on the horizon.
The world's most influential money manager is the latest financial giant to make an appeal to younger investors on the viral video platform.
The majority of advisers said that while they're satisfied with their current technology, further enhancements could spur additional growth this year, according to a survey by Broadridge Financial and FSI.
The third leading TAMP by assets this week announced the launch of two new tools to help advisers find and land new clients.
Daniel Needham will head up the new unit, which will include existing functions such as managed portfolios, portfolio management software and investment data aggregation.
