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FinTech

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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.

A Donor-Advised Fund That Brings The Family

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Daffy for Families is a service that includes family members in donor-advised fund decisions.

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.

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.

JPMorgan Weighs Investment In Fintech Startup Yapily

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The bank has been striking dozens of deals in the fintech space.

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