Technology

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High-Flying Crypto Fund Dumps XRP With Ripple in SEC ‘Hot Water’

Dec 23, 2020

The Securities and Exchange Commission said in a lawsuit that Ripple raised at least $1.4 billion through the sale of XRP without first registering it as a security with the agency.

Apex Clearing's Parent Firm Buys Options Tech Provider

Dec 23, 2020

PEAK6, which owns Apex Clearing and is an investor in white-label automated investing developer Bambu, bought a Swiss options trading developer.

How a Disjointed Workflow Hinders Advisor Productivity and Growth

Dec 23, 2020

The average financial plan takes an advisor more than 15 hours to produce.

Test Driving Free 'News Analytics' Tool From ESG Platform Provider Act Analytics

Dec 23, 2020

Act Analytics unveils "real-time" ESG ratings for public companies based on news coverage. Our technology columnist takes it for a spin.

Can Active Fund Managers Buy Their Way Back Into Investors’ Favor?

Dec 23, 2020

If there was ever a moment for active managers to restate their worth and the value they can bring to investors, it is in 2021.

RBC Partners With iCapital Network to Enhance U.S. Alts Services in 2021

Dec 21, 2020

RBC Wealth Management is rolling out customized alternative asset tech starting in Asia, with U.S. clients expected to see enhancements by mid-2021.

Fintech VC Mega Rounds Hit a Record in 2020

Dec 18, 2020

CB Insights has projected that globally, there have been 97 venture capital funding rounds in excess of $100 million this year.

Why Financial Advisors Should Consider Becoming ‘Financing Advisors’

Dec 18, 2020

Advisors sometimes need to be gently reminded to look at the big picture when it comes to client finances—including debt and financing—both sides of the balance sheet.

Riskalyze Fintech Report Card: November 2020

Dec 18, 2020

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

Robinhood to Pay $65 Million to End SEC Probe Into Stock Orders

Dec 17, 2020

Robinhood said it is now fully transparent in its communications with customers about how it makes money.

Technology

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more. For more FinTech news subscribe to our free weekly Fintech e-newsletter. Join today.

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more FinTech news subscribe to our free weekly Fintech e-newsletter. Join today.