Technology
Technology
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With a message that stresses education and warns of volatility, the organization is reminding CFPs that their responsibilities don't change when the asset is digital.
December 5 -
After joining the Swiss bank in October from the New York Fed, the head of its U.S. wealth arm is adding to her responsibilities.
December 2 -
The idea of "value" cards isn't a reinvention of the wheel. But the zen-like philosophy behind the fintech's offering makes it something different.
December 1 -
When preparing to invest, most clients turn to their advisor, not the Catholic Church. But the veteran financial planner says there's no reason you can't do both.
November 30 -
The FTX collapse and other fallout may have advisors on edge, but that makes education more important than ever. FP's Cryptocurrency for Advisors conference can help.
November 29 -
One of Magnifi by TIFIN's leaders explains why understanding human intent and having an altruistic mission are the ingredients for an award-winning AI recipe.
November 29 -
An association spanning 190,000 investment professionals worldwide has weighed into the thorny debate surrounding trading and technology.
November 28 -
A blueprint for a shared ledger for digital money would include central bank digital currencies, bank deposits and e-money from companies like PayPal — but not unsupervised cryptocurrencies.
November 28 -
As wealth managers prepare to make it rain on wealthtech, here are the kinds of solutions that can take your practice to the next level, and how to choose them successfully.
November 23 -
Fifteen of the biggest names in wealth management were ranked on how well their apps and websites accommodate clients.
November 22 -
You can't use a loss to offset gains if you're not able to take a loss because you can't access the exchange.
November 18 -
Bento Engine's new wealthtech tool aims to help advisors teach their clients how to pass experience and hindsight to the next generation.
November 18 -
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While the right tech can give financial advisors an edge, a study finds that the wrong systems may send clients and cash running in the other direction.
November 15 -
Onward, an app that recently raised a Series A from investors that include Citi Ventures, helps separated and divorced parents transparently share expenses and pay each other back in one spot.
November 14 -
Experts say getting a handle on the repercussions of FTX's demise is likely to take months.
November 14 -
Pontera's Rory Berry and Facet Wealth's Patrick McKenna share what motivated them to enlist, and how that decision forever changed their lives.
November 11 -
Revenue, users and accounts are up for the tech firm. But company leaders are already thinking about the future.
November 10 -
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Plus, an investment platform from Private Advisor Group and outsourced chief investment officer tech for RIAs of all sizes.
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