FinTech

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Alaska Airlines CEO Says Silicon Valley Business Travel Has Dried Up

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Ben Minicucci says Silicon Valley tech companies have “turned off” their business travel.

Time Is Money To Financial Advisors, Consultant Says

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Altruist's Jason Wenk asks advisors if they are making the best use of their time.

Can Advisors Keep Up With Social Media's Changing Landscape?

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It's still important for advisors just to be on social media, but it's no longer enough.

Morgan Stanley Fines Its Bankers Over Messaging Breaches

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Morgan Stanley is the latest bank to require individual staff to bear some of the burden of the regulatory violations.

Can ChatGPT Replace Advisors?

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Industry CEOs at FSI OneVoice said the new AI chatbot could give advisors a run for their money.

Big Tech Layoffs Are Hitting Diversity And Inclusion Jobs Hard

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The layoffs threaten company pledges to boost underrepresented groups.

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.

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