TCA Integrates With Financial Planning Software Provider RightCapital
The partnership adds retirement and tax planning functionality to advisor planning software.
New Interest Rate Bill Calls for Financial Inclusion
A new bill aims to change the way interest rates on loans are determined when they are transferred or sold in order to increase access to financial markets for low- and middle-income people.
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.
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.
Best Countries for Citizenship by Investment
The CBI Index ranked 12 countries’ citizenship by investment programs to find the fastest, cheapest areas to establish dual citizenship.
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.
Fintech, Cybersecurity Among Key Risks to Banks: OCC
Technology intensifies the strategic and operational risks to banks, according to a report.
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.