FinTech

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FPA Debuts College Planning Certificate Program For B-D Financial Advisors

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The course is designed to help planners better understand how to assist their clients with the challenge of financing a college education.

RIAs In A Whipsaw Decade

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The days of “too much of a good thing” could be coming to an end.

Wall Street Texting Habit Sticks Banks With Rare $1 Billion Bill

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The five biggest investment banks are about to be fined for lax controls over employee electronic messaging.

Advisors Say AI Tools Are Often Too Complex

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Almost all advisors believe AI will transform the way they interact with clients, a survey says.

Edelman Digital Asset Group Launches NFT Course For Advisors

by FA Staff

The non-fungible tokens class is being offered by the Digital Assets Council of Financial Professionals.

Investors Take Bitcoin Off Exchanges As Crypto Winter Settles In

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Investors in the world's biggest cryptocurrency are going into hibernation mode.

Gen Z TikTokers Are Making Cash Cool Again

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The ‘throwback generation' is saving, paying and posing with dollar bills like a haute accessory.

Why Chip Stocks Are a Near- and Long-Term No-Brainer

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The semiconductor industry remains on track to deliver another healthy year of growth.

SEC To Propose New Rules For Online Brokers' Game-Like Features

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The agency is going after apps that critics say make investing into a game.

SEI Adds Gabriel Garcia To Build Out RIA Business

by FA Staff

Garcia has held roles at Pershing, Schwab and E*Trade.

Even If You Hate Crypto, Use It Anyway, Ric Edelman Says

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Crypto is volatile because it is new, but your clients can use the volatility, Edelman said.

Once-Dull Crypto Strategies Are Now Shining In The Bear Market

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"Market-neutral" crypto strategies can still generate positive returns.

Bill Gates Blasts Crypto, NFTs As Based On 'Greater-Fool' Theory

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He said he's neither long nor short in the asset class.

Schwab Fined $187M For Misleading Investors About Robo-Advisor Fees, SEC Says

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The company's robo-advisor clients paid de facto fees because of the program's cash allocations, the agency said.

Ex-Merrill Banker's Broker App Boosts Valuation To $5.4 Billion

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The Berlin-based broker app raised 250 million euros in its latest funding round.

Savant Wealth Invests $3M In Aussie Fintech Startup

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The investment gives Savant access to Lumiant's advisor client portal.

Five Trends That Should Steer Emerging Markets

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Though emerging markets could outperform their developed counterparts, they face big headwinds.

65 Incorporated Rolls Out Medicare Planning Software For Advisors

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The software suite has different plan levels to accommodate the needs of small, medium, and large advisory practices.

Advisors Hindered By Technology Myths, Consultant Says

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Staff members need time to adopt the latest technology programs, consultant Jeff Haines said.

iCapital Acquires Technology Platform

by FA Staff

The acquisition of SIMON is designed to boost the process of handling structured products, iCapital said.

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