etf - search results

While the vast majority of US consumers (86 percent) are satisfied with their banks, they are increasingly open to working with new providers, including fintech companies and other non-bank providers, to address critical unmet financial needs.

For Sander Ressler, Managing Director of Essential Edge Compliance Outsourcing, a compliance supervision consultancy for the wealth management space, the Reddit-fueled surge in GameStop’s share prices towards the end of January was a memorable time for his firm.

For the next feature in this series, we’d like you to meet Andrew Altfest of FP Alpha, which uses AI to help financial advisors make actionable client recommendations across 17 disciplines in a scalable, intelligent and cost-efficient manner based on their financial documents, and other digital financial data— while being complementary to their current retirement planning software.

Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years.

Wealthtech Orion Advisor Solutions has recently expanded their relationship with BlackRock, adding more than 50 new strategies from the investment juggernaut to their model portfolio basket...

The roar of retail was amplified and crescendoed by emerging and established fintech long before it caught hedge fund managers in a short squeeze, according to a recent report from DriveWealth.

Bitcoin IS in the news and probably everyone knows roughly where the price is, too (the ones that don't probably DO know all Tom Brady's career statistics, though).

Just in case you haven't heard (amazing), the price of Bitcoin reached over $40,000 last week as more institutional investors have decided to gain exposure to the digital asset/currency.

Most everyone probably knows what the headline is referring to, but just in case, it;s the current market cap of Bitcoin.

Back in March, hardly anyone in the wealth management industry had the faintest idea how long most of us would be working remotely. As 2020 draws to a close, with some companies changing their practices to make remote work a more permanent mode of operations, it seems clear that virtual, digitally enabled experiences are here to stay.