FinTech

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FinTech Versus FinTalk

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There's a long road from invention to commercial success.

Cathie Wood Is Buying Robinhood As Stock Bounces From Record Low

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The flagship Ark Innovation ETF is down 59% for this year amid aggressive tightening by the Federal Reserve.

Tether Bank-Fraud Probe Gets Fresh Look By Justice Department

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Federal prosecutors last year warned Tether that they could be charged for allegedly deceiving banks they used to move cash.

Russia-Born Revolut Billionaire Gives Up His Citizenship

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His opposition to the war in Ukraine is the likely reason.

Fidelity, Morgan Stanley Consolidate Robo-Advisor Units

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Morgan Stanley is moving all its robo-advisor business to its E*Trade operations.

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.

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