FinTech

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FP Alpha Launches Insurance Analysis Tool

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The tool lets planners analyze a client's overall insurance protection,

Many Advisors Poised To Adopt More Tech Solutions, Survey Says

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Forty-seven percent of advisors said they will invest more into technology this year.

Advisors Will Be Held Accountable For Client Cybertheft, Mark Hurley Says

by FA Staff

Cybertheft is $10.5 billion business that is bigger than the global drug trade, said Digital Privacy & Protection CEO Mark Hurley.

Signature Bank Faced Criminal Probe Ahead Of Firm's Collapse

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Investigators were examining whether the New York bank took sufficient steps to detect money laundering.

The Crypto Bros Are Fast Becoming Unbankable

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Regulators are right to widen the firebreak between the traditional banking system and decentralized finance.

How ChatGPT Will Help Advisors Get Referrals

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ChatGPT offers the ability to scale customized requests to hundreds of recipients.

Just 10% Of Wealth Managers Say They Have All The Tech They Need

by FA Staff

Yet most firms in a recent Orion survey do not plan to increase their technology spend in 2023.

BlackRock To Transfer Retail Robo-Advisor Clients To Ritholtz Wealth

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FutureAdvisor was bought by BlackRock in 2015 and now manages about $1.8 billion in assets.

BetaNXT Buys Mediant With Backing Of PE Affiliates

by FA Staff

Mediant Communications is a New York City-based provider of investor communications technology.

Biden's Cyber Plan Would Hold Software Makers Responsible For Hacks

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U.S. officials have publicly complained that tech companies have failed to sufficiently secure user accounts.

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