MoneyLion, fintech founded in 2013, joins the ranks of other recently public fintechs like SoFi, Robinhood and Square’s Cash App.
The panelist referenced the popular musical 'Hamilton' by Lin-Manuel Miranda, saying that diversity needs to be in 'the room where it happens.'
The InvestmentNews event held Tuesday in New York City highlighted top firms and individuals consistently working toward a more equitable and inclusive profession.
AdvicePay, the payment tool co-founded by Michael Kitces, is trying to make it easier for large advisory firms to adopt differing fee models — and accept payment in a compliant manner.
The company is investing to build out products like its Youth Account and digital asset trading solutions like Sherlock.
Crypto custodians must provide the same types of institutional infrastructure available to any other asset classes.
The acquisition was announced more than a year after Sawtooth brought on Echelon Partners as its investment banker to land more capital.
SALT conference panelists say millennials' heightened interest in crypto investing comes amid the largest generational transfer of wealth.
The complaint alleges Charles Schwab violated its fiduciary duty by placing its own interest before the protection of its customers.
Asset managers need to embrace diversity, equity and inclusion efforts as a core ingredient of a sustainable business model, experts say.
