Big tech is great but advisers are sweating the small stuff, says NextWealth
Digital systems have proved invaluable during the pandemic but greater use of technology is currently not saving advisers time or money.
Recent
How Advisors Can Capture "Decentralized" Finance
As more and more consumers tap into services like digital banking and online investing, it’s clear the decentralized finance movement is here to stay.
Terrapin Technologies Launches Trade Surveillance Solution in partnership with Wintrust Wealth Management
Terrapin Technologies today announced a new trade surveillance solution in partnership with Wintrust Wealth Management.
Mobile Bank MoneyLion Is in Talks to Go Public Via Fusion SPAC
MoneyLion, a mobile banking, lending and investment platform, is in talks to go public through a merger with Fusion Acquisition Corp.
Bringing wealth management to the masses via fintech
With the help of fintech, XSpot Wealth has been able to bring top-class wealth management services to the smaller investors.
Farther Finance Launches Category Defining Wealth Management Tools That Pull The Private Banking Experience Forward
Platform combines latest in tech, data, and advice to create the first financial services platform that makes the private bank experience accessible.
TD Ameritrade Curbs GameStop Trades as Frenzy Snags Brokers
Wednesday’s retail trading crush sent online brokerages reeling, with several sites reporting disruptions and one even limiting trades of hot stocks.
