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Onramp partnership opens door wider to crypto for advisors
The TAMP for blockchain-based alternative investments now offers advisors access to a digital asset index.
The latest in financial #AdvisorTech — September 2023
This month’s highlights include WiserAdvisor’s acquisition of IndyFin, Joe Duran’s new venture, and Onramp Invest’s acquisition by Securitize and what that suggests about advisors’ interest in recommending cryptocurrencies to clients.
Fintech Bytes: eMoney partners with Nationwide, Onramp closes funding
A roundup of the week's fintech developments, including news from eMoney, Onramp Invest, Tifin, Panoramix and iCapital.
Fintech Bytes: Vise, CapIntel and Morningstar
Fintech companies are responding to the first bear market many have experienced. Here are the rest of the week's fintech stories.
Fintech Bytes: Fidelity, Riskalyze, Snappy Krakken
A roundup of quick news items for the weekend, along with a bit of commentary from yours truly.
Onramp Invest regroups after layoffs
The San Diego-based firm reassured clients and investors about the viability of the company moving forward in a blog post Monday, and sent a heartfelt message to the 18 employees that were let go.
Tyrone Ross resigns as CEO of Onramp Invest
Co-founder Eric Ervin, who's taking over as CEO, alludes to the 'stresses of dual leadership' in an email to investors.
Ritholtz, WisdomTree launch crypto index separate account
Riding the direct indexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.
Financial advice in the 21st century
Evolving technology, increasing longevity and cryptocurrencies will all play a role in the future of advice, according to seven experts from across the wealth management industry.
The latest in financial #AdviserTech — September 2021
This month's #AdviserTech roundup includes Riskalyze’s recapitalization, RightCapital’s launch of retirement decumulation tools, Veriti’s crossing $1 billion of AUM, and American Express partnering with BodesWell to return to the financial planning business 16 years after spinning off Ameriprise.
Cryptoasset platform Onramp Invest raises $6 million
The San Diego tech firm will use the funds to expand its offerings to RIAs and explore registering as a broker-dealer.
The latest in financial #AdviserTech — June 2021
This month's #AdviserTech roundup includes a fundraising round by lead generation service Zoe Financial, as well as news about Tifin Group, Altruist, Vice and InvestCloud.
Onramp Invest wants to offer crypto debit cards to clients
The goal is to turn the RIA space into community banks, giving RIAs the same access to banking tools as a wirehouse adviser, according to CEO Tyrone Ross.
More advisers are planning to use crypto: FPA
More than a quarter of advisers indicated that they plan to increase their use or recommendation of cryptocurrencies over the next 12 months.
Crypto may ‘force’ SEC to modernize rules: Hester Peirce
The regulator is taking ownership of the work that is needed to provide some comfort around custody issues in the crypto space. 'The bottom line message I have is that we have work to do,' she said.
Onramp Invest debuts crypto asset management for RIAs
Onramp Invest emerges from beta mode amid a rapidly evolving crypto marketplace that historically kept financial advisers on the sidelines.
‘Gather round the campfire’: Accepting Bitcoin volatility
Price volatility is not a logical reason to ignore Bitcoin, said panelists during the InvestmentNews Fintech Virtual Summit. Here's why.
