Enhancing Your Business with SRI and Technology
Advisors are facing two industry revolutions: First, clients have embraced technology faster than the financial services industry can keep pace with it.
Do Your Clients Have Unreported Bitcoin Gains?
The IRS isn’t going to ignore property gains just because they only exist online.
Bitcoin Fork Sparks Optimism, but New Currency Has Skeptics
"A fork is a beautiful thing," one tech executive says of the cryptocurrency's recent split. But the new Bitcoin Cash could struggle to gain traction.
Bitcoin's 'Hard Fork' Is Good for Progress
The community supporting bitcoin has long tried to avoid a so-called "hard fork" splitting the currency in two. On Tuesday, it happened anyhow.
3 Obstacles to Collaboration Between Fintechs and Banks
Two or three years ago, “fintech” was a threatening concept that focused on disrupting established banks.
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.