FinTech

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Is Technology A Friend Or Foe To Relationship-Focused Financial Advisors?

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Technology creates a unique opportunity for wealth managers to deliver a higher level of service to investors.

Financial Finesse Teams With NFL Player's Fundraising Platform

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Financial Finesse Ventures is providing initial funding for Rayze, a platform started by NFP player Carl Nassib.

CZ's Binance To Buy Rival FTX After Sam Bankman-Fried Faces Liquidity Crunch

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The sharp turn of events will reshape the more than $1 trillion industry amid a possibly prolonged market downturn.

FinTech Versus FinTalk

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There's a long road from invention to commercial success.

Cathie Wood Is Buying Robinhood As Stock Bounces From Record Low

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The flagship Ark Innovation ETF is down 59% for this year amid aggressive tightening by the Federal Reserve.

Tether Bank-Fraud Probe Gets Fresh Look By Justice Department

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Federal prosecutors last year warned Tether that they could be charged for allegedly deceiving banks they used to move cash.

Russia-Born Revolut Billionaire Gives Up His Citizenship

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His opposition to the war in Ukraine is the likely reason.

FusionIQ Appoints New Chief Technology Officer

by FA Staff

The appointment is part of a continued growth strategy at the software-as-a-service company.

Lori Hardwick Named Docupace Board Chair

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The fintech leader will guide Docupace through further expansion, the firm said.

Texas Crypto Miners Face Inquiry From Warren Over Power Use

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The activist Massachusetts Senator has the energy and crypto industries in her crosshairs.

Grayscale Brief Says SEC Unfairly Rejected Bitcoin ETF Bid

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Bitcoin, the biggest digital token by market value, has sunk about $50,000 from a peak of nearly $69,000 hit in November.

SEC Expands WhatsApp Scrutiny To Money Manager Communications

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The SEC is expected to look into the communications of investment advisors as well.

Envestnet Partners With Crypto Data Manager

by FA Staff

The deal with Flourish Crypto gives advisors a tool for clients who invest in cryptocurrencies.

Facebook Is Warning 1 Million Users About Stolen Usernames, Passwords

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The accounts may have been compromised by apps downloaded from Apple's and Alphabet's software stores, Facebook said.

Tactive Launches Advisor TAMP Platform

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The platform will pair advisors with clients, the company said.

A Donor-Advised Fund That Brings The Family

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Daffy for Families is a service that includes family members in donor-advised fund decisions.

A Third Of Advisors Don't Use Their Firm's Software, Study Says

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Despite billions spent, both advisors and clients are unsatisfied by tech options, according to MMI and Aon.

Making Data Wealth Management's Technology Hub

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To get the most out of technology, data has to be useful, usable and movable.

The Reproposal: Smart Ways To Enhance Client Retention

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An advisor's “reproposal" toward current clients is just as vital as initial proposals for prospects.

Should Financial Planning Be On Demand? Now There's An App For That

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Carl Richards, an advisor and a former New York Times columnist, says this app should be in every advisor's toolbox.

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