FinTech

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3 Trends Transforming Financial Advice Now

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These three trends are transforming the lives of investors and the businesses of financial advisors.

How Financial Advisors Can Attract Next Gen Investors

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Developing a digital marketing presence is paramount for advisors wanting to reach the next generation investor.

JPMorgan Weighs Investment In Fintech Startup Yapily

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The bank has been striking dozens of deals in the fintech space.

How Advisors Can Seize Upon Growth Opportunities

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Some consultants say bear markets are a good time to grow a practice.

State Regulators Warn About Uptick In Metaverse Investment Scams

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NASAA is calling attention to a large amount of fraud related to the emerging digital metaverse.

Bankman-Fried Says His Crypto Bailouts Had ‘Mixed Results'

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With bitcoin prices hovering near $20,000, Sam Bankman-Fried said it could always be worse.

Bear Markets Offer A Chance For Advisors To Grow, Consultants Say

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Down times are an opportunity for client acquisition and mergers and acquisitions, they say.

These Are The Financial Gurus Gen Z Turns To For Advice

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Many Gen Zers turn to Instagram and TikTok celebrities for financial advice, a new survey found.

Robinhood Must Face Manipulation Claims Over Meme Trading

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The online brokerage also won a ruling in May dismissing antitrust claims.

Lambo Dealers Are Keeping Warm Despite Crypto Winter

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The recent crash in the price of crypto has flooded second-hand markets with other luxury goods.

Why Hybrid Human-Digital Finance Will Be Multifaceted

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Human-digital hybrid financial services can take on many different forms, said SigFig's Mike Sha.

iCapital Has Acquired Fintech Firm Simon Markets

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Simon Markets of New York City has a platform focused on structured investments and annuities.

Investors Say They Want Fintech And Advisors, Not Fintech Or Advisors

by FA Staff

U.S. investors want access to both human advisors and financial apps, according to an Envestnet survey.

John Hancock Launches Client Prospecting Tool

by FA Staff

The tool allows advisors to identify gaps in retirement plans.

Coinbase SEC Probe Into Listed Tokens Has Crypto Traders Rattled

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A more aggressive approach by the SEC could be problematic for the crypto community.

Visory Launches Out Of Merger To Offer Tech To RIAs

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Missouri-based Visory of was formed through the combination of True North Networks and RightSize Solutions.

BofA Expected To Pay $200M Fine For Personal Device Misuse

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The company will pay an amount in line with penalties that have been levied across Wall Street banks.

The Five Keys To Technology Adoption

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Don't look now, but the New School needs the Old School.

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