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FinTech

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AdvisorPeak Announces Integration With Panoramix's Reporting And Billing Platform

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The partnership brings AdvisorPeak users closer to a custom comprehensive tech solution via integrations.

Mortgage Refinancing Boom Is Too Automated

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It's fueled by a relatively new innovation from Fannie Mae and Freddie Mac called the automated appraisal waiver.

Wall Street Prepares Systems For Election Night Trading Surge

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Trading volumes are likely to spike as much as eight times their normal levels on Nov. 3, according to one tech-consulting firm.

Retirees Kept Apart By Covid Defy An Isolated And Lonely Future

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How one group of affluent seniors is coping with the realities of living through a pandemic.

Financial Trade Groups Urge SEC To Make Digital Communications Delivery The Default Option

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The groups say e-delivery is faster, safer and more timely than physical delivery.

New Wealthtech Frees Up Advisors To Serve Clients In Smarter Ways

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Financial planning is getting more chances to try out innovative, next-generation tools to make the job of advisors easier.

CEO Says Bitcoin Is Safer After Moving Firm’s Cash To Crypto

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MicroStrategy Inc.’s chief executive believes Bitcoin is less risky than holding cash or gold.

Oranj Adds KraneShares Strategies To Its Model Marketplace

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KraneShares specializes in China-focused ETFs and model portfolios.

Sparking The Art-Backed Lending Renaissance

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Wealth managers and family offices are looking for that spark to set them apart from the competition.

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