FinTech

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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.

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