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PersonaFi Looks To Disrupt Personal Finance With Social Investing App
PersonaFi is in the early stages of disrupting personal finance. PersonaFi is not going to be focused just on the stock market.
Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors
FeeX technology allows advisors to manage clients' held-away retirement accounts, deepening their impact across clients' entire financial picture.
Lessons from a Cyber-Security Breach
The pandemic has increased the occurrence of cyber-security issues. Tim Human outlines a recently settled SEC order relating to a pre-pandemic inciden
SEC Chief Warns: Digital Nudges Might Cross the Line
For instance, Gensler said, “a robo-advisor might steer us to higher-fee or more complex products, even if that isn’t in our best interest.”