The regulator sued five BitConnect promoters in May for their roles in promoting the scheme by creating testimonials on YouTube, sometimes multiple times a day.
The conference, originally scheduled for Oct. 20-22, will now take place on May 4-6, 2022 at the Aria in Las Vegas. The move follows other recent postponements of tech-related events.
Loh served as vice president of digital advice and innovation and oversaw the Intelligent Portfolio automated advice platform at Schwab. The hire emphasizes the bank’s recent push to utilize technology offerings to serve the mass affluent market.
Luma Financial Technologies' new tool, Luma Compare, lets advisers compare a variety of products.
The payments giant enters a competitive but flourishing marketplace for online brokerages as it evolves its app to enable millions to trade individual stocks. PayPal currently has approximately 400 million users.
The funds will be made available for clients of its robo-adviser Personal Advisor Services through advised portfolios as part of a five-fund active equity offer.
Great advisers with good tools were unable to prevent far too many investors from making emotional decisions amid the March 2020 market volatility.
The robo-adviser allows users to choose between six types of portfolios using exchange-traded funds that are curated by investment experts.
This month's #AdviserTech roundup includes Vanguard’s move into direct indexing, Vestwell’s $70 million capital round, and Simon Markets’ additional funding for its marketplace of risk-hedged investment solutions for advisers.
The company recently announced partnerships with Stadion and vWise for its Goals Optimization Engine.
The firm’s leadership team, employee base and brand will all remain unchanged, according to CEO Aaron Klein. The deal is a part of a larger strategy to increase growth and innovation at the firm.
Tech providers must solve the lack of integration between software applications so advisers can find return on investment in high-quality tech investments.
The process of mining cryptocurrency sops up more energy than entire nations. Lawmakers like Elizabeth Warren, and billionaires like Bill Gates, have recently called attention to the environmental impacts.
Productivity doesn't have to suffer when employees are not directly under the manager's thumb, according to recent research by the consulting firm DeVoe & Co.
Fintech firms are betting the more than 6 billion text messages that are sent every day are a sign consumers are open to communicating with businesses via text messages.
Advisers must be able to offer exciting technology tools, while emotionally connecting with clients, according to industry experts.
The in-person event was scheduled to take place from Sept. 27 to Oct. 1 at the Denton Convention Center in Denton, Texas.
Remember to always keep serving your clients. Just because they signed on the dotted line doesn’t mean they’ll always stick around.
Advisers should be proactively discussing the attack with clients to protect those that have current or past association, experts say. There are simple tips for clients to follow.
Coverage is now harder to get, and it costs more, largely due to the higher volume of attacks that resulted in higher loss ratios for insurers.
