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.
Recruiting and the Role of Technology: 2017 Broker-Dealers of the Year
As broker-dealers face increasing consolidation and pricing pressures, technology has emerged as a way for firms to add scale and efficiency.
Crypto Bill Could Ease Tax Burden on Bitcoin Transactions
The new bill would exempt gains from purchases up to $600.
Financial Security Is Up, Despite Low Financial Literacy
Americans feel more financially secure than they did five years ago, despite financial literacy being low, according to a survey released by Financial Engines.
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.
Consolidation and the Future of BDs: 2017 Broker-Dealers of the Year
The 2017 Broker-Dealers of the Year share their vision for the BD industry over the next five years.
American Portfolios' Lon Dolber on Advisors & 'Life at 100'
As robo-advisors drive down the cost of managing money and boomer clients' life expectancy gets longer, advisors have to wonder if they can support a business at 100 basis points all in.