3 Obstacles 5G Could Overcome
Advisors and consumers alike stand to benefit from a wireless transition that will be "more consequential" than earlier networks.
It’s Time for a Summer Technology Refresh
As the calendar flips to August, things tend to slow down in the advisory business, making it a great time to take stock of where you are as a firm with your technology.
Personal Capital, PeerStreet Announce Integration
Real estate investment platform PeerStreet announced Tuesday that it has integrated with robo-advisor Personal Capital.
How to Make Cash-Heavy Clients’ Portfolios Work Harder
After managing multiple savings accounts at various banks, Gary Zimmerman realized there was an easier way to strategically invest his cash by utilizing technology.
iCapital Adds Morgan Stanley to Big-Name Investors
Along with the investment, Morgan Stanley will extend iCapital’s proprietary technology and services to its advisors and their clients.
Mobile Bank Startup Eyes National Bank Status
Varo Money applied for a national bank charter, setting the stage to be the first mobile-native bank to go national.
Millionaires Not Afraid of Mobile: Spectrem
A mobile-friendly website is crucial to getting the attention of millionaire investors, Spectrem reports.
Seward & Kissel Launches Regulatory Compliance Service: Portfolio Products
Also, GuideStone Funds introduces a strategic alternatives fund and USCF launched two three-times leverage oil funds.
UBS Announces Strategic Partnership With iCapital: Tech Roundup
Earlier this month, UBS announced that it has invested an undisclosed amount in online alternatives platform iCapital.
Experts Disagree on Role for Regulators in Cryptocurrency
ICOs are an increasingly popular way to fund cryptocurrency projects, but they're raising concerns among everyone from technologists to lawyers in addressing regulations.