The app is focused on capturing the influx of young investors that are now seeking out financial services. Fidelity Spire is 'goal-based' and enables users to track progress on financial goals by linking their accounts.
Traditional financial companies are beginning to embrace cryptocurrencies and blockchain projects more than a decade after the creation of Bitcoin in 2009. That comes even as some remain skeptical of mainstream adoption.
How do you attract clients from segments of the population that traditionally have been ignored? Ally has been working to create an information-led program designed to build trust and credibility with women and Black and Brown people.
The veteran Wall Street analyst and executive founded Cornerstone Capital in 2013 to pursue what she calls a more regenerative and inclusive form of capitalism, and continues that focus as chief impact officer at Pathstone, which acquired Cornerstone Capital this past March.
The new hires, including former TD Ameritrade and Fidelity execs, are a strategic move by Envestnet to build a digital financial wellness ecosystem.
As part of the settlement, Edward Jones will create a new financial adviser council to address diversity issues and senior management will be kept informed of those initiatives.
The Merrill Lynch adviser is actively involved in the LGBTQ+ community in the Fort Lauderdale, Florida, area and was one of just eight advisers nationally to be nominated to Merrill’s Advisory Council to Management, which provides input on ways to help advisers be more successful.
Clients come in with a problem that is actually a bundle of issues, only partly financial, that they haven’t been able to sort through to make progress toward resolution.
Social Finance said it will give investors with more than $3,000 in their accounts the ability to invest in initial public offerings.
Merrill’s digital advice platform, which launched in 2017, originally had a minimum investment of $5,000.
J.P. Morgan Asset Management launched a tool allowing financial advisers to analyze 24 models at no cost.
After a successful 13-year career in high tech and with an MBA in finance, Evans-Motte became a financial adviser, first at a wirehouse and then at Raymond James in the independent channel.
Firms scrambling to enhance their policies and procedures should focus on the three most common weaknesses — device security, software vulnerabilities and data privacy.
In response to employee feedback, the bank is seeking to improve engagement in underrepresented communities and considering allowing employees greater flexibility to work remotely.
In an industry dominated by men, women said they faced challenges early in their careers to prove themselves.
RPAs need to create or use high-quality content. Ideally, RPAs get their content published or speak at industry events. Though social media is important, we have all learned that it is not necessarily reputable.
Price volatility is not a logical reason to ignore Bitcoin, said panelists during the InvestmentNews Fintech Virtual Summit. Here's why.
Arizona’s Progressive Financial Concepts will affiliate through an LPL office of supervisory jurisdiction, Wealth Consulting Group.
Advisers should embrace social media with an authentic voice that shows their personal side, said marketing strategist April Rudin at the InvestmentNews Virtual Fintech Summit.
The online trading platform could go public as soon as late in the second quarter, a source said.
