Adviser Domain – New Risk Alert Issued From SEC Includes Cybersecurity

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It’s a busy, yet short week for advisers. So, I wanted to provide a brief recap on some of the stories we’ve focused on this year at Adviser Domain. But first – an important update from the SEC...

Is PayPal (and others) Creating a Bitcoin Shortage?

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Over the last several months there has been a steady stream of reports that firms such as MicroStrategy, Square and others have moved to buy bitcoin to use for their cash reserves
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Where Is the Fintech Industry Now?

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Many ascribe the modern fintech movement to the passage of the JOBS Act of 2012, and it was important because it opened the door for the P2P and crowdfunding industries to rise up and evolve.

Adviser Domain – New Cybersecurity Program for Financial Planners Launches

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Financial Planning Association launches new Cybersecurity for Financial Planners
buffett

Is Warren Buffet Being Left Behind?

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Far be it from me to even suggest "The Oracle of Omaha" (Warren Buffet) may be running a little bit behind the pack, but that just might be the case.

When is a Bank Not a Bank?

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Most people think of a bank as one of those big, pillared buildings that you deposit your money in for safekeeping and have the FDIC insure its safety

ESG Investing and the New Fintechs Evaluating Sector Players

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The interest and application of socially responsible investing continue to increase, rising to new levels in 2018-2019

Adviser Domain – “Adviser Anywhere” is Here to Stay. Is Your Tech Vulnerable?

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Advisers' practices established during the pandemic will become the best practices post-pandemic. But are advisers prepared for this digital future? Their technology suggests that they are not.

Is There Already a Bitcoin ETF?

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There has been speculation for years on when there will be a bitcoin ETF....

Traditional Banks are Struggling to Keep Up with Fintechs, But Cafes?

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Santander Bank just opened its first Work Cafe (at least in the U.S.) in Brooklyn to offer anyone access to free amenities such as fully equipped private meeting rooms, abundant co-working spaces, plentiful charging outlets, fast Wi-Fi and 24/7 ATMs...