The founder of advisor consulting service Level Best answered FP’s queries about the best and worst practices in wealth management. 

Axos Financial, which has $14.4 billion across business lines, will gain $23 billion in new assets from 200 RIAs.

An interactive dialogue with Founder and CEO of NorthOne on the fintech industry, the growing needs of challenger banks, and the future of SMB banking.

In partnership with Prime Trust, advisors can now custody, trade and rebalance digital asset holdings alongside traditional portfolios.

The largest U.S. cryptocurrency exchange, is set to debut through a direct listing.

Non fungible tokens aren’t vaporware, nor are they tulips — they’re blockchain’s promise, realized, writes Gregg Schoenberg.

New flows to traditional fixed income investments remain strong, according to Cerulli Associates data.

In the real world and increasingly online, Black financial enthusiasts are pushing their followers to take bolder steps to create wealth.

Harvest’s micro-saving and investing technology is designed to turn spenders into savers, and eventually into investors.

"Think of the ideal FA as having the head of a capitalist and the heart of a social worker," writes Ally Invest president Lule Demmissie.

The data aggregator, whose planned merger with Visa was called off in January, intends to use the funds to accelerate its global expansion.

The funding round will be led by Altimeter Capital, according to people familiar with the matter.

The company, which provides workplace investing programs to banks, is giving employees a say in some decisions and working with partners to recruit women and people of color.

Top executives from the 49 companies that earned a spot in this year's ranking of the Best Fintechs to Work For cite the need for nimble shifts in business strategy, leadership style and recruiting tactics among the lessons they took away from the challenges of the coronavirus crisis.

Small, often intangible quality-of-life perks are a big part of what makes some fintechs the best ones to work for.

The Utah fintech encourages a playful attitude by devoting the first floor of its offices to entertainment and comfort with video games, Ping- Pong, a pool table and a lounge area.

Without its funhouse office, annual trips or volunteering events, the executive found ways to engage his staff virtually.

Known for giving away its signature canary-hued Converse to employees and clients, this small API-centric fintech is poised to become a significant player in open banking thanks to parent company Mastercard and its vendor status with Fannie Mae and Freddie Mac.

Half of Facet Wealth’s employees haven’t met face-to-face. Here is how the fintech is working to strengthen community.