Technology
Technology
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In the newly created position of vice president of digital solutions, Peter Clemson will oversee the creation of a unified platform for 11,000 advisors.
February 10 -
Lenders have issued about 50 structured products tied to Ark’s ETFs in the past three months, according to SEC filings.
February 9 -
The lawsuit claims the no-fee brokerage preys on inexperienced and unsophisticated investors
February 9 -
Following through on its staged approach to new advice standard, industry regulator expected to be less patient with the "laggards."
February 5 -
Approval for similar access at competitors such as Schwab and Morgan Stanley’s E-Trade can take days.
February 4 -
This could be "could be much larger than we expect,” Zach Perret says.
February 3 -
The combined company will service $4 trillion in assets and is valued at $1 billion.
February 3 -
Regulators and Washington policy makers are sure to up scrutiny once the dust settles on the market turmoil that has buffeted GameStop and others.
February 2 -
Though interest rates remain low, the partnership gives advisors specialized deposit accounts and lending opportunities tailored to wealthy clients.
February 1 -
The fintech world is expanding at a sometimes breathtaking pace. Much of that growth is driven by venture capital, but how do VCs decide which companies to invest it in--or not? Join Greycroft partner Will Szczerbiak in a discussion with Olugbenga Agboola, the founder and CEO of Flutterwave, the San Francisco-based startup building the largest payments infrastructure in Africa. Guest host James Ledbetter, editor and publisher of the fintech newsletter FIN, will explore these questions: What are VCs looking for in a fintech startup? What are the hottest fintech sectors in 2021? How has the rise in fintech valuations affected the market? Where will growth be strongest in the next few years?
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The latest round of financing, following last week’s emergency infusion, suggests its initial public offering hangs in the balance
February 1 -
Sammons is trying to solve the longtime question of how best to combine planning with certain products through technology.
February 1 -
Emerging consumer attitudes toward privacy threaten to overturn long-standing industry assumptions about customer data and personalization.
January 29 -
An exclusive Arizent consumer survey indicates that consumers are becoming increasingly uneasy with the tradeoff of letting companies use their personal data in exchange for a customized experience. What does that portend for the future? Mark Weinstein is already tackling this head-on in the social media sphere. Join us in a conversion with Mark Weinstein, as we discuss: Privacy and security Combating the virus of disinformation Corporate social responsibility and ethical business practices
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The capital injection is “a strong sign of confidence from investors that will help us continue to further serve our customers,” a company spokesperson said in a statement.
January 29 -
Robinhood Markets, the trading app that’s popular with investors behind this month’s wildest stock swings, has drawn down some of its credit lines with banks, according to people with knowledge of the matter.
January 28 -
Reddit users helped fuel a blistering rally in GameStop, the video game retailer, burning short sellers and hedge funds.
January 28 -
Companies are betting that pent-up demand for networking and other opportunities will help fill seats at events planned for later this year.
January 27 -
The 2,500-advisor firm is sneaking up on larger rivals by adopting an approach that’s increasingly popular across wealth management.
January 27 -
The firm hopes the software will help firms tap into growing demand for sustainable investing.
January 27


















