OCC gives conditional banking license for online lender SoFi.
Incedo’s implementation efforts will help Skience’s platform reach more registered investment advisers.
Acorns plans to pursue traditional public offering.
The investment bank shelled out an additional $4.4 billion in comp last year alone, for a total of more than $17.7 billion for the year, sending the bank to its only quarterly profit decline of 2021.
The bank's wealth management group also started 2022 in hiring mode, reporting this month that it had recruited two longtime Merrill advisers in New York.
One way we decide which new technologies to implement (or at least consider) is by asking our clients to provide detailed feedback on communications every other year.
Model portfolios, which have exploded in popularity in recent years, are ridden with conflicts of interest, a trio of academics argues.
Onyx Advisor Network is a new platform designed to support underrepresented advisers by providing them with resources, tools, and networking. The founders, Dasarte Yarnway and Emlen Miles-Mattingly, discussed their plans for the platform and their vision of how to diversify the industry in an InvestmentNews livestream.
The speech, delivered the day before he was killed, encourages listeners to fight against socioeconomic injustices and inequality.
Justin Green, founder of AssistFP, has learned that developing a niche is an evolutionary process.
The $7.1 billion cryptocurrency exchange has agreed to purchase Bitria, a 5-year-old startup that provides advisers with tools to access and manage holdings of Bitcoin and other tokens.
Marketing is a long game. First impressions matter, but lasting impressions matter more.
The new products not only provide investment opportunities that aren't available on the open market, but can also combine a client’s passions — for things like antique cars or even musical instruments — with their investment portfolios.
While the company hasn't staunched the bleeding of its financial advisers completely, the three months ending in December saw the rate of decline slow a bit, while the average revenue per adviser continued to increase.
The former UBS chief was named co-chair of recently rebranded NewEdge Capital Group.
The Addepar platform tracks how investment portfolios perform across asset classes by aggregating data from client portfolios and overall market performance.
A mobile app update removed some functionality and was lampooned on social media sites and in online reviews last year. A website malfunction weeks later couldn’t have come at a worse time.
Choir uses proprietary algorithms to measure the diversity of a conference's speakers.
Matthew Clason was registered with Lincoln Financial Advisors until 2016, when he moved his registration to LPL Financial.
Clients are increasingly connected via mobile devices, and wealth management tech providers are betting advisers will want to reach clients using texts.
