The China-based company is said to be working with Goldman Sachs to prepare for the share sale, which could take place as soon as this year.

Cardea Capital signs up for the technology just weeks after a rival attacked the fintech’s methodology and levied accusations of racism.

Research from the FPA found a sharp uptick in planners using and recommending digital assets.

Study after study shows that diverse teams lead to better outcomes. Here's how you can cast a wider net with fintech vendors.

Attitudes toward technology and pricing can make a difference when it comes to adopting financial tools.

So far, customers haven’t shown the same enthusiasm for their debuts as they have for their favorite meme stocks.

Almost 80% of advisors in a survey said their technology wasn’t meeting their needs — and more than half of that group said they are considering switching firms because of it.

Account openings on the app doubled in 2020 from a year earlier.

The app offers investing and banking products to more than 4 million subscribers.

The custodian has 15 firms scheduled to transition before the end of this year. It hopes to migrate each of them over in less than six weeks.