Robinhood Debuts Debit Card With Incentives to Invest More

Mar 22, 2022

The Robinhood cash card will allow customers to round up their change to the nearest dollar, investing the difference in assets of their choice.

Startup Catchlight Aims to Make Prospecting More Efficient

Mar 22, 2022

Catchlight, a Fidelity Labs–incubated startup, wants to help advisors convert more leads into paying clients.

CircleBlack Names Third CEO in as Many Years

Mar 18, 2022

Former Envestnet executive Lincoln Ross is now leading CircleBlack, following the departure of Alex Sauickie to 'pursue other interests.'

Farmland Investing Startup AcreTrader Expands Series B to $60 Million

Mar 17, 2022

The fintech plans to use the additional capital to hire more staff and build a geospatial analytics platform.

Edward Jones to Deploy MoneyGuide Software to All U.S. Advisors

Mar 17, 2022

Brokerage to provide the financial planning application to its advisors as part of a $1 billion investment in technology.

Milemarker Names Kyle Van Pelt CEO

Mar 17, 2022

Co-founder and outgoing CEO Jud Mackrill will remain with the firm as managing partner.

What a U.S. Digital Dollar Means for the Future of Your Wallet

Mar 14, 2022

Advocates see lower-cost transactions and greater access to the financial system, but critics worry about privacy.

Biden's Executive Order Tries to Make Crypto Less Cryptic

Mar 11, 2022

The government finally officially recognizes the emerging digital asset industry as important to maintaining global competitiveness in finance and technology.

Advisor Innovations Podcast: GeoWealth’s Colin Falls

Mar 11, 2022

GeoWealth President Colin Falls on the firm's growth trajectory and how technology can ease the tension for RIAs between model portfolios and customized investment management.

Pershing X Recycles BNY Mellon Execs, Narrows Tech Launch Date

Mar 10, 2022

The multicustodial oversight tool is intended to provide easier analysis of outside assets, as Pershing X seeks to bridge BNY Mellon's silos.