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Wealthfront Has Courted Controversy With Dalio-Look-Alike Fund
May 28, 2019
The Wealthfront Risk Parity Fund has amassed more than $860 million in assets under management, and has become a lightning rod for controversy.
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Massive Crypto Exchange Offering Margin Trading 'Soon'
May 24, 2019
Binance, one of the world's largest crypto exchanges, is reportedly in beta testing for margin trading cryptos.
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Seven Takeaways for Advisors From FinovateSpring 2019
May 24, 2019
There is a different vibe to FinovateSpring, held each May in San Francisco, than that of its New York counterpart held in the fall. A decidedly Silicon Valley ethos permeates the event despite the sometimes global origins of the participating...
R2D2 data storage
Do Or Do Not, There Is No Try (With Third-Party Data Security Features)
May 24, 2019
Actually implementing security features is far different than just having the ability to do so, says the SEC.
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Fidelity Sponsored College Investing Competition
May 23, 2019
The financial services company awarded $10,000 in prizes to top schools and students.
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Robo-Advising Market Could Reach $1.26 Trillion In Assets By 2023
May 22, 2019
Aite Group predicts traditional full-service wealth management firms and discount/online brokerages will likely capture the bulk of the robo-advising market over the next five years.
Redtail CEO Brian McLaughlin
Redtail Customer Data Exposed
May 22, 2019
Earlier this year, a data incident at popular CRM-provider Redtail Technology, an early partner in cybersecurity industry group cleverDome, exposed sensitive customer information.
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Waddell & Reed Deploys Thomson ONE Technology
May 20, 2019
Eager to provide its advisors with better connectivity, Waddell & Reed is building a desktop "hub."
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North Capital Builds Free Direct-to-Consumer Financial Planning Platform
May 17, 2019
North Capital Inc. decided the financial planning tools available to investors weren't enough, so it built evisor and made it available for free.
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Low Crypto Values Create Estate Tax-Planning Opportunities
May 16, 2019
Opportunities for estate-tax planning abound for clients with substantial crypto holdings.
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