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FinTech

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SEC To Propose New Rules For Online Brokers' Game-Like Features

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The agency is going after apps that critics say make investing into a game.

SEI Adds Gabriel Garcia To Build Out RIA Business

by FA Staff

Garcia has held roles at Pershing, Schwab and E*Trade.

Even If You Hate Crypto, Use It Anyway, Ric Edelman Says

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Crypto is volatile because it is new, but your clients can use the volatility, Edelman said.

Once-Dull Crypto Strategies Are Now Shining In The Bear Market

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"Market-neutral" crypto strategies can still generate positive returns.

Bill Gates Blasts Crypto, NFTs As Based On 'Greater-Fool' Theory

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He said he's neither long nor short in the asset class.

Schwab Fined $187M For Misleading Investors About Robo-Advisor Fees, SEC Says

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The company's robo-advisor clients paid de facto fees because of the program's cash allocations, the agency said.

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

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

Savant Wealth Invests $3M In Aussie Fintech Startup

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

Five Trends That Should Steer Emerging Markets

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

65 Incorporated Rolls Out Medicare Planning Software For Advisors

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The software suite has different plan levels to accommodate the needs of small, medium, and large advisory practices.

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