Fintech
Fintech
-
Clients — and financial advisors — should ask these three questions when asked to divulge their Social Security number.
August 18 -
Plus, former Vanguard CEO Bill McNabb's new gig; a new family planning tool for advisors; and Apex rolls out rebalancing updates.
August 17 -
The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.
August 16 -
Former financial advisor Adriel Tam aims to help the public and the industry understand each other better through the AdvisorCheck service.
August 15 -
Research firm J.D. Power discussed additional findings from its influential annual advisor satisfaction survey in a panel with industry leaders.
August 11 -
The firms are increasingly seeking to integrate generative artificial intelligence into their products, and banks are potentially interested customers. But such efforts are costly, the risks are high and "they want to make sure that they get it right," experts say.
August 11 -
Secretary of the Commonwealth William F. Galvin says a probe into how firms are using AI isn't a condemnation of the tech but an acknowledgement of its potential impact.
August 7 -
Raise these queries to uncover potential sticking points before your advisory firm signs on the dotted line.
August 7 -
British banking app Revolut Ltd. will stop offering crypto trading services to US-based customers from September, citing market uncertainty and changes to the local regulatory landscape.
August 4 -
Plus, Wealth.com and SigFig welcome new leaders to their teams.
August 2 -
The veteran fintech expert goes deep on everything from tech spending to the Schwab-TD Ameritrade Merger on this week's FP Pod.
August 2 -
Plus, portfolio construction upgrades from iCapital, an AI advisor platform from Savvy and two new leaders at eMoney.
July 27 -
Amid rising interest among students and more states introducing educational requirements, CEO Connect is collaborating with business and sports leaders.
July 26 -
Fintech veteran and former Skience president Marc Butler believes by working together, advisors can help develop generative AI that truly works for them.
July 21 -
Plus, Future Proof unveils demo drop finalists and RFG adds AI to its platform.
July 20 -
Plus, Wealth.com names a new head of community; Helios introduces refreshed sleeving capabilities; and FusionIQ partners with Blueleaf.
July 13 -
Under 10% of surveyed wealth management professionals in a recent Arizent survey said their firms were 'very successful' at using the online networks to win clients.
July 12 -
Called SMArtY, the firm's free offering is slated to go live this fall with spots on a waitlist available now.
July 12 -
Engine Capital, an activist hedge fund in the stock, called on Avantax to explore a sale last month, saying it could fetch as much as $32 per share amid rapid consolidation in asset management.
July 12 -
Plus, two wealthtech startups celebrate successful funding rounds.
July 7

















