options - search results

This week I wanted to put a spotlight on the client side of advisor tech. Our industry develops a lot of tools to help advisors build advisor-client relationships that are efficient, personal, and scalable. At the same time, we interact with investors who have rapidly evolving expectations in what a digital experience should look like.

It's hard to believe that 2021 is almost upon us - jarring actually - and I am certain that we ALL are hoping for a return to some level of normalcy next year. With that said, he American Institute of CPAs (AICPA) recently joined forces with the National CPA Financial Literacy Foundation to create a list of "21 for '21" financial resolutions, which we found quite clever.

Blockchange Inc. and IRA Financial are partnering to enable IRA funds & select 401(k) plans to be invested in cryptocurrencies and digital assets, under the management of a financial advisor. The arrangement allows investors to leverage the tax-advantaged status of their IRA or 401(k) funds as they diversify into a range of cryptocurrencies.

QuantHouse, the global provider of end-to-end systematic trading solutions including innovative market data services, algo trading platform and infrastructure products and part of Iress (IRE.ASX), today announced that InfoReach Inc.(InfoReach) has integrated QuantHouse's API to power their Trade Management System (TMS) with high performance, global market data across equities, options and futures.

According to Kaleido’s new report on B2C Cross-border eCommerce: Market Outlook 2021, regional growth of cross-border sales will outstrip domestic eCommerce growth in all regions.

One of the many fintechs we've encountered are matching wealthechs - pairing up potential customers with financial advisors, and one of the more interesting in this genre is Purse Strings, founded in 2015 by Dr. Barb Provost out of the Chicago area and positioned to women.

The second largest trading exchange in the world (behind the NYSE) has met with several state governors recently to explore potential "opportunities" and, as usual, the leading candidate for a relocation is TEXAS! Specifically, Houston.

LONDON, Nov. 2, 2020 /PRNewswire/ -- Leading payments company, Wirex, in partnership with The Fintech Times, has revealed its 2020 'Rising...

A core goal of the new interface was to provide users with more flexibility and options for personalization. To support this, advisors will be able to build their own home-screen experience...

Dara Albright is one of the earliest pioneers of the crowdfinance movement. Her leading-edge articles, white papers, webinars and acclaimed industry conferences helped birth and continue to cultivate the crowdfinance industry...