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

FinTech

[1]  1 2 3 4 5 6 7 8   [268]

Ex-Merrill Banker's Broker App Boosts Valuation To $5.4 Billion

by ,

The Berlin-based broker app raised 250 million euros in its latest funding round.

Savant Wealth Invests $3M In Aussie Fintech Startup

by

The investment gives Savant access to Lumiant's advisor client portal.

Tiger Global Tumbles 52%, Prompting Fee Cut And Redemption Plan

by

Tiger Global's hedge fund has lost money every month this year.

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

by

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

Five Trends That Should Steer Emerging Markets

by

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

65 Incorporated Rolls Out Medicare Planning Software For Advisors

by

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

by

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

Why Most Millennials Resemble Their Grandparents' Generation

by

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

by

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

by ,

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

[1]  1 2 3 4 5 6 7 8   [268]