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FinTech

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CFP Standards-Setting Body Wants More Scrutiny Of Crypto, Other Complex Assets

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A CFP-related board wants a minimum level of financial knowledge for retail investors.

Five Trends That Should Steer Emerging Markets

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Though emerging markets could outperform their developed counterparts, they face big headwinds.

65 Incorporated Rolls Out Medicare Planning Software For Advisors

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The software suite has different plan levels to accommodate the needs of small, medium, and large advisory practices.

5 Tips For Client Communication During Times Of Volatility

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You have to talk with your clients frequently, especially in tumultuous times.

Why Most Millennials Resemble Their Grandparents' Generation

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They're risk-averse, worried about retirement and ready for financial advice, according to a Natixis survey.

T3 Review From A Fintech CEO's Perspective

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Nathan Lane of ForwardLane provides a T3 conference participant review from his perspective as a fintech CEO.

Cathie Wood Just Keeps Buying Coinbase And Getting More Inflows

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While the rest of Wall Street was ditching the stock, Wood and her team stuck to their playbook.

Edelman Weighs In On Crypto In New Book

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Advisors and investors are confused, or just lack knowledge, about digital assets, Ric Edelman says.

Tech Stocks Are In A Bear Market, But They Aren't Cheap

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Although the Nasdaq Composite Index has dropped about 30% since it peaked in November, it hasn't reached the bargain bin.

If This Is Another Dot-Com Bubble, The Cloud Has A Silver Lining

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Many hard-hit cloud and “software-as-a-service” stocks could bounce back in years to come.

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