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

FinTech

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These Are The Financial Gurus Gen Z Turns To For Advice

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Many Gen Zers turn to Instagram and TikTok celebrities for financial advice, a new survey found.

Robinhood Must Face Manipulation Claims Over Meme Trading

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The online brokerage also won a ruling in May dismissing antitrust claims.

Return-To-The-Office Mandates Will Require Cybersecurity Adjustments For Advisors

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By implementing an all-in-one network security solution, firms can keep users safe at all times.

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.

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