The Center of Influence for Financial Advisors and RIAs - Click Here

FinTech

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Lambo Dealers Are Keeping Warm Despite Crypto Winter

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The recent crash in the price of crypto has flooded second-hand markets with other luxury goods.

Why Hybrid Human-Digital Finance Will Be Multifaceted

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Human-digital hybrid financial services can take on many different forms, said SigFig's Mike Sha.

Investors Say They Want Fintech And Advisors, Not Fintech Or Advisors

by FA Staff

U.S. investors want access to both human advisors and financial apps, according to an Envestnet survey.

JPMorgan, UBS Brokerage Units Pay SEC Fines For Anti-Identity Theft Programs

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The brokerages violated regulations that lay out requirements for financial firms' prevention programs.

Next Stop: Multi-Account UMAs

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Implementing an asset location API on top of UMA platforms can amplify tax efficiency.

John Hancock Launches Client Prospecting Tool

by FA Staff

The tool allows advisors to identify gaps in retirement plans.

Coinbase SEC Probe Into Listed Tokens Has Crypto Traders Rattled

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A more aggressive approach by the SEC could be problematic for the crypto community.

Visory Launches Out Of Merger To Offer Tech To RIAs

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Missouri-based Visory of was formed through the combination of True North Networks and RightSize Solutions.

BofA Expected To Pay $200M Fine For Personal Device Misuse

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The company will pay an amount in line with penalties that have been levied across Wall Street banks.

The Five Keys To Technology Adoption

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Don't look now, but the New School needs the Old School.

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