Fintech Will Change ‘Every Familiar Aspect’ of ETFs: PwC
Firms can’t stop the march of automation; instead, they should use it to their advantage, PwC says in a new report.
SS&C Announces Spate of Tech Updates
SS&C Technologies Holdings made several announcements Tuesday regarding its technology offerings.
Crypto Bill Could Ease Tax Burden on Bitcoin Transactions
The new bill would exempt gains from purchases up to $600.
RiXtrema Launches New Fiduciary Compliance Tool
RiXtrema has made updates to help advisors and broker-dealers monitor retirement plans for compliance with the Supreme Court’s Tibble v. Edison decision.
State Bank Regulators Announce Plan to Update Tech Platform
Redesigned platform will streamline licensing and supervision for financial institutions.
Crypto Performance 20x Higher Than Traditional Asset Classes
Bitcoin and other digital currencies outperformed traditional assets 20-fold in the second quarter, according to a report released Wednesday by CoinDesk.
BizEquity, WSJ Pro Partner on Valuation Tool
Advisors will have a new tool to determine value of client businesses.
RIA in a Box Launches New Regtech Software
RIA in a Box announced Tuesday that it has released new employee trade monitoring software as part of its MyRIACompliance tool.
Betterment Adds 2,500 Accounts With Uber Partnership
Since announcing a partnership with Uber last year, Betterment has added 2,500 new users, Bloomberg BNA reported.
The Marketing Metrics That Really Matter for Advisors
To anyone who’s ever felt overwhelmed after looking at Google Analytics, know this: You’re not alone.