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FinTech

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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.

Advisors Hindered By Technology Myths, Consultant Says

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Staff members need time to adopt the latest technology programs, consultant Jeff Haines said.

iCapital Acquires Technology Platform

by FA Staff

The acquisition of SIMON is designed to boost the process of handling structured products, iCapital said.

Morgan Stanley Wants To Be A 'Category Of One'

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The $5 trillion RIA continues its strategic rampage across the entire wealth spectrum.

Novogratz Warns 'Picking Bottoms Is Dangerous' As Bitcoin Slide Resumes

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Bitcoin and altcoins could lose even more, said Mike Novogratz, the founder of Galaxy Digital Holdings.

Why Most Millennials Resemble Their Grandparents' Generation

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They're risk-averse, worried about retirement and ready for financial advice, according to a Natixis survey.

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