Fintech
Fintech
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The budgeting app has already garnered support from NBA superstars and is looking for more growth.
March 28 -
The $4.2 billion-asset MCU in New York is working with Ameriprise Financial Institutions Group to connect members with the firm's network of digital advisors and offer investment planning options alongside its traditional products.
March 25 -
A federal judge has signed off on the bankrupt crypto firm Genesis Global Capital's settlement with the Securities and Exchange Commission over allegations a digital-asset lending program it helped run violated the agency's rules.
March 20 -
Regulators contend two firms falsely advertised themselves as the first to apply artificial intelligence to investment recommendations.
March 18 -
The technology startup continues to make U.S. inroads with its goal of enabling advisors to better deliver customized financial advice.
March 15 -
A reader in New Jersey feels like she's drowning in financial apps and websites. Is it time for some spring cleaning?
March 13 -
The fintech CEO says advisors can build better trust and stronger client relationships simply by being better at listening.
March 12 -
With two fields increasingly working together, wealth management and accounting firms are rolling out tools. Are financial advisors ready to work with the robots?
March 11 -
RBC Wealth Management is using technology to sift public records for financial or other signals that clients may have come into money or are looking to transfer assets held away.
February 29 -
In this flashback to Future Proof, Practice Intel CEO Tom Rieman stops by the Financial Planning booth to talk about his new fintech platform for advisors.
February 29