FinTech

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JPMorgan Says Every New Hire Will Get Training For AI

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The investment bank sees the emerging technology as worth between $1 billion and $1.5 billion.

TradePMR Appoints Patullo Chief Product Officer

by FA Staff

Industry veteran Jon Patullo has spent more than two decades in the advisor technology space.

AdvicePay Promotes Executive To President

by FA Staff

The advisor billing and compliance advisor platform promoted Kelsey Lewis to president.

SEC Warns Robinhood That Its Crypto Business Faces Lawsuit

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The agency has argued that most tokens are subject to its rules.

JPMorgan Unveils IndexGPT In Next Wall Street Bid To Tap AI Boom

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The bank launched a new range of thematic investment baskets that were made with the help of AI.

Baird, CAIS Expand Partnership To Offer Alternatives Access

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The expanded platform gives advisors more access to alt investments off the platform.

Orion Partners With CAIS To Put Alts On Its Platform

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The two firms hope to make a more streamlined alternative investment experience for advisors.

Ex-Mass Mutual U.S. Head To Lead Advisor360

by FA Staff

Mike Fanning retired from Mass Mutual Last May after 17 years with the company.

CAPTRUST Chooses CAIS To Centralize Alts Investments

by FA Staff

The partnership will allow CAPTRUST to consolidate its alternative products on one platform.

Foundation Source Appoints Two New Executives

by FA Staff

The move sets Foundation Source up for future growth, the organization said.

Advisors Need To Be Careful When Using Fintech Vendors, Exec Says

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Outsourcing technology solutions requires a high level of due diligence, says Ncontracts CEO Michael Berman.

Longtime LPL Exec Joins TIFIN As President, Chief Revenue Officer

by FA Staff

Rob Pettman will oversee growth strategies at the Boulder, Colo.-based technology incubator.

Venture Capital Firm Buys Software Firm, Launches Wealth Management Platform

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Surge Ventures said its acquisition of Kovair Software will provide wealth managers with better data management solutions.

Advisors Leaning More Into Technology, According To Orion Survey

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Only 10% of respondents said they have all the tech they need.

How Bitcoin ETFs Boost Risk-Adjusted Returns

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Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.

iCapital To Buy Mirador To Bolster Global Tech Platform

by FA Staff

Mirador is a provider of investment data aggregation and financial reporting.

SEC Adopts Narrower Rules On Robo-Advisor Registrants

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Robo-based RIAs wanting to register with the SEC can't see people in person anymore.

Alts, Small Caps And AI Called Leading Investment Trends By Strategists

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Three strategists at FA's Invest In Women conference offered their take on the market's rising sectors.

SEC Fines 2 RIAs $400K Over False Boasts About AI Capabilities

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Delphia (USA) and Global Predictions agreed to pay $400,000 in penalties for the false claims, the agency said.

AssetMark Sees Tech As Key To Success, CEO Says

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The company is devoting $60 million to its technology budget this year, CEO Michael Kim said.

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