FinTech

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FNZ Buys YieldX To Give Advisors Path To Build Better Bond Portfolios

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With YieldX's technology, FNZ will be able to offer more personalized investment solutions.

How Advisor360's First Acquisition Could Expand Its Reach And Offering

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The fintech acquired Canadian account-opening specialist Agreement Express last month.

ChatGPT Will Be The Calculator For Writing, Top Economist Says

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ChatGPT has already passed parts of the bar, the entrance exam for US law schools.

Schwab Robo Clients Receive $52 Million For Allocation Disclosure Failures

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The firm is sending a total of $52 million to its eligible clients.

Scaramucci Invests In Crypto Firm Set Up By Ex-FTX US Head

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Scaramucci will be using his own money for the software venture to show support for Brett Harrison.

Wall Street Rapper Charged In Crypto Heist Lands New Tech Job

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Heather Morgan has also billed herself as "Razzlekhan" and the "Crocodile of Wall Street."

Email Beats Newsletter For Client Communication, Survey Finds

by FA Staff

And in the absence of advisor contact, social media will fill the void.

Firms Combine Tax Management Tech With Risk-Averse Strategies

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The partnership gives Frontier access to 55ip tech, and 55ip clients access to Frontier's risk-managed investment strategies.

Crypto Crash Makes Blockchain A Dirty Word

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The stock market's dalliance with the cryptocurrency world has been a mess.

FinFolio Unveils Enhancements To Back Office Software

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The firm has been providing software solutions for wealth managers since 2008.

A Look At The Gold Rush To Become The New Twitter

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Platforms new and old are hoping to win from those departing the bird app.

How Twitter Influencers Used Penny Stocks To Dupe Retail Investors

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It's an epic cautionary tale about investment advice on social media.

Catchlight Partners With Wealthbox To Aid Advisors

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Catchlight is a data-driven system that was incubated within Fidelity Labs and rolled out to the public earlier this year.

55ip Sees Significant Growth In Tax-Loss-Harvesting Solutions

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A volatile market hasn't hurt the demand for the firm's services.

Hedge Fund Sues Grayscale For Details On Battered Bitcoin Trust

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The hedge fund claims Grayscale refuses to redeem shares because doing so would cut into profits.

Build-Your-Own-Index Boom Could Hit $825 Billion In Four Years

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Wall Street has been pouring billions of dollars into direct indexing.

Robinhood Wants Your Retirement Dollars

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The company will match 1% of IRA contributions.

Fintechs' Lax Oversight Enabled PPP Fraud, Report Says

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A congressional report questioned whether such as fintechs should be allowed to participate in future lending programs.

Fintech Pivots To Prepare For An M&A-Laden Future

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More mergers means there's going to be more clashes between advisors' favorite tech stacks.

What's The Problem With Optimization?

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The computers are just doing what they're supposed to do. Is that not enough?

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