New App Helps Millennials Create Wills, Trusts
Legal documents can be created quickly with no cost to app users.
Trading Platform investFeed Trades Equities for Crypto
The social trading platform decided Thursday to stop allowing investors to trade equities on its platform.
Apex, InvestCloud Partner on Robo, Custody Integration
Apex Clearing is working with InvestCloud on a new digital advice platform for businesses that want to combine custody services and a digital offering.
How Much Does a Data Breach Hurt a Company's Stock?
Study finds evidence of "breach fatigue" as more recent data breaches have less of an impact on stock performance.
Orion Forms New Partnership to Launch Tech, Marketing Platform for TAMPs
AdvisoryWorld and Mineral Interactive join the portfolio accounting software provider to create customized solutions.
Advisor Group Selects Jemstep to Build Integrated Tech Platform
The new platform, expected at the end of 2017, will bring robo capabilities to traditional advisors.
Men, Millennials Driving Rise of Fintech
Fintech adoption among consumers has surged globally over the past 18 months — in the U.S. it’s doubled since 2015 — and an average of 33% of digitally active consumers across 20 markets now use fintech.
Natixis Completes First Transaction on Blockchain Platform: Tech Roundup
Natixis announced Wednesday that investors have successfully purchased shares on its blockchain-based fund distribution platform, FundsDLT.
Cash Hangs On in Evolving Payments Landscape
Despite an increasing number of ways to pay for goods and services, consumers still use cash, a survey by Blumberg Capital found.
What Financial Firms Can Learn From the Geek Squad
Advisors are generally satisfied with the digital and web support available from partners and product providers, but the most tech-savvy advisors find support services lacking.