News From Veo Village – Top Tech Developments From National LINC
As the largest gathering of the advisor tech community outside Joel Bruckenstein’s T3 conferences, TD Ameritrade’s “Veo Village” featured the latest and greatest for 2017.
SS&C, HedgeCoVest Integrate on Tech Platform, Managed Account Offering
SS&C announced it is integrating with HedgeCoVest’s SMArtX platform to offer reporting and portfolio accounting.
AI Platform Trawls Internet for Bond Data
Bitvore is a “continuous analysis engine,” according to CEO Jeff Curie.
Oranj, Docupace Upgrades Digital Offerings: Tech Roundup
Oranj announced on Wednesday that it has upgraded its digital advice platform.
Fintechs Can Apply for Special Purpose Charter, but Should They?
A special purpose charter could ease some of the burden of following multiple state regulations, but there are other advantages and drawbacks.
9 Best Robo-Advisors for Consumers
Industry giants fall short of independent startups in the robo race, according to NerdWallet.
When it Comes to Financial Literacy, Fintech Is Dropping the Ball
Americans face serious challenges because we’re doing a terrible job of managing our money, personally and as a nation.
FINRA Seeks Comment on BD Blockchain Implementation
FINRA issued a report on Wednesday examining the uses and implications of distributed ledger technology in the securities industry.
Raymond James Chooses New Data Partner: Tech Roundup
Raymond James has chosen AxiomSL to provide broker-dealer and bank holding data aggregation and reporting solutions, the firm announced on Thursday.
IRS Probe of Bitcoin Accounts Sparks Legal Showdown
San Francisco digital currency company Coinbase Inc. is challenging an IRS request for information about customers.