Michael Kitces and Pershing chief information officer Ram Nagappan outline areas in which advisers should leverage technology to grow businesses.
Uncertain regulation and a lack of historical data are issues that keep advisers on the sidelines when it comes to digital currencies.
The internet outages occurred after servers from content-delivery network Fastly Inc. went down, affecting Amazon, Twitter, PayPal, Spotify, Twitch and CNN, among others.
Personal Capital is the latest wealthtech to leverage star power to promote brand awareness via financial wellness marketing campaigns.
SEC slapped Emperor Investments with a $25,000 fine. The charges mark the third enforcement action brought by the SEC against digital advisers.
SmartAsset, with a reach of more than 100 million consumers, matches qualified investors who are searching for financial advice.
The veteran market strategist will lead the faith-based firm’s investment team and will be responsible for growing its investment offerings, specifically focusing on several new actively managed products.
More than a quarter of advisers indicated that they plan to increase their use or recommendation of cryptocurrencies over the next 12 months.
Investors are curious about crypto and meme stocks, but most advisers say that clients do not understand the volatility of these investments.
Acorns is the latest wealthtech company to go public via blank-check merger, following competitors like SoFi. Launched at the end of 2014, the fintech is a subscription-based automated investing and banking app.
