Snappy Kraken Lowers Prices, Waives Fees

Mar 26, 2020

In a time when AUM-based advisors are being paid less and working more, Snappy Kraken is offering to reduce its fees and prices.

SEC Suspends Trading in ZOOM

Mar 26, 2020

ZOOM and ZM have been confusing for so long.

WealthTech Winners Circle Podcast: Delegate to Technology With Betterment for Advisors

Mar 26, 2020

Betterment for Advisors General Manager Jon Mauney shares how the company is leading the way for advisors to improve their technology game for the next generation of clients.

Square Receives Banking Approval

Mar 25, 2020

The fintech is one step closer to becoming an all-in-one wealth management service provider, lender and payments processor.

Envestnet Partnership Produces Form CRS Solution

Mar 25, 2020

The wealthtech provider is working with Compliance Solutions Strategies to roll out a web-based Form CRS builder.

PCS Retirement Connects Advisors with Retirement Plan Clients

Mar 25, 2020

The new resource from PCS Retirement offers advisors ways to directly message plan participants or to send additional documents and resources through the portal.

Asian Fund Invests in iCapital Network

Mar 24, 2020

Meanwhile, BlackRock increased its minority stake in the alternative investment platform.

Will Your Fintech Vendor Make It Through a Recession?

Mar 23, 2020

What to know about working with smaller vendors that may become financially impaired or struggle to stay in business during a prolonged recession.

YCharts Adds COVID-19 Data Tracking

Mar 23, 2020

YCharts partnered with Johns Hopkins University to let users track pandemic news alongside markets and portfolio performance.

Advisors Beware of Zoom Bombing

Mar 23, 2020

Along with a big boost in popularity due to remote working come embarrassing and unwanted meeting crashers.