FinTech

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Lori Hardwick Named Docupace Board Chair

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The fintech leader will guide Docupace through further expansion, the firm said.

Texas Crypto Miners Face Inquiry From Warren Over Power Use

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The activist Massachusetts Senator has the energy and crypto industries in her crosshairs.

Grayscale Brief Says SEC Unfairly Rejected Bitcoin ETF Bid

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Bitcoin, the biggest digital token by market value, has sunk about $50,000 from a peak of nearly $69,000 hit in November.

SEC Expands WhatsApp Scrutiny To Money Manager Communications

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The SEC is expected to look into the communications of investment advisors as well.

Only 1% Of Investors Use Robo-Advisors, Survey Says

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Survey finds 63% of un-advised investors would consider an algorithm-driven service.

Facebook Is Warning 1 Million Users About Stolen Usernames, Passwords

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The accounts may have been compromised by apps downloaded from Apple's and Alphabet's software stores, Facebook said.

Tactive Launches Advisor TAMP Platform

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The platform will pair advisors with clients, the company said.

How Robo-Voting Affects ESG Initiatives For Financial Companies

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Voting on key issues such as ESG initiatives should not be left up to computer voting machines.

A Third Of Advisors Don't Use Their Firm's Software, Study Says

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Despite billions spent, both advisors and clients are unsatisfied by tech options, according to MMI and Aon.

Making Data Wealth Management's Technology Hub

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To get the most out of technology, data has to be useful, usable and movable.

The Reproposal: Smart Ways To Enhance Client Retention

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An advisor's “reproposal" toward current clients is just as vital as initial proposals for prospects.

Should Financial Planning Be On Demand? Now There's An App For That

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Carl Richards, an advisor and a former New York Times columnist, says this app should be in every advisor's toolbox.

Step Up Your IT Security Game

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Is your RIA maximizing all the enterprise security tools available?

3 Trends Transforming Financial Advice Now

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These three trends are transforming the lives of investors and the businesses of financial advisors.

How Financial Advisors Can Attract Next Gen Investors

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Developing a digital marketing presence is paramount for advisors wanting to reach the next generation investor.

How Advisors Can Seize Upon Growth Opportunities

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Some consultants say bear markets are a good time to grow a practice.

Volatility Didn't Kill Crypto. It Changed It.

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If anything, there are now more eyes on the world of digital assets after a massive drop in prices and a string of catastrophic failures.

State Regulators Warn About Uptick In Metaverse Investment Scams

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NASAA is calling attention to a large amount of fraud related to the emerging digital metaverse.

Bankman-Fried Says His Crypto Bailouts Had ‘Mixed Results'

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With bitcoin prices hovering near $20,000, Sam Bankman-Fried said it could always be worse.

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