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.
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.
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.
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.
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.
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.
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.’
The real fun is just getting started, now that everybody and their mother knows what a short squeeze is.
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.
The market frenzy was spurred by social media posts from prominent CEOs and internet influencers. The tweets and threads created internet mayhem and ultimately pushed the video game retail business to a $24 billion market cap.
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
The brokers with outages or problems include the most prominent names in the discount and online brokerage industry, including Fidelity, the Charles Schwab Corp., TD Ameritrade, ETrade Financial Corp. and Robinhood.
A social media platform and ready access to mobile trading apps have helped push an otherwise obscure, money-losing videogame retail business to a $21 billion market cap.
Since the GameStop stock options frenzy that quietly began early this month and exploded over the past week, some traders have followed by investing in other shorted stocks, with prices surging far past the returns seen in the indexes that include them.
Fidelity's new technology is designed to help advisers create ESG model portfolios and engage clients with impact investing.
Some companies are prepping for in-person events slated for the second half of 2021. The industry is hoping to meet face-to-face again as COVID-19 vaccines are being distributed across the country.
Ever since Bitcoin rallied to all-time highs this month, the big question advisers are asking themselves is when will it be suitable to use the cryptocurrency in client portfolios.
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The broker-dealer is leveraging its enterprise partnership with Riskalyze to automate risk management and enhance customer experience, which are now available to Cetera’s network of 8,000 advisers via the AdviceWorks platform.
The technology adoption and rewriting of work rules and expectations that's now occurring, if properly navigated and implemented, can help firms gain a competitive advantage.
