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FinTech

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iCapital Has Acquired Fintech Firm Simon Markets

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Simon Markets of New York City has a platform focused on structured investments and annuities.

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.

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.

Visory Launches Out Of Merger To Offer Tech To RIAs

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Missouri-based Visory of was formed through the combination of True North Networks and RightSize Solutions.

BofA Expected To Pay $200M Fine For Personal Device Misuse

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The company will pay an amount in line with penalties that have been levied across Wall Street banks.

The Five Keys To Technology Adoption

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Don't look now, but the New School needs the Old School.

FPA Debuts College Planning Certificate Program For B-D Financial Advisors

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The course is designed to help planners better understand how to assist their clients with the challenge of financing a college education.

RIAs In A Whipsaw Decade

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The days of “too much of a good thing” could be coming to an end.

Wall Street Texting Habit Sticks Banks With Rare $1 Billion Bill

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The five biggest investment banks are about to be fined for lax controls over employee electronic messaging.

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