Regulation and Robos
Betterment CEO Jon Stein sees robo-advice as remedying an “industry problem — the old way of managing money is broken.”
Clock Ticking on New York Cyber Regs
With one month to go, here’s what firms need to do to comply with the state mandate.
What's Next for Crypto Coins as SEC Tames Wild West of Finance
Prices of most tokens steady as U.S. asserts jurisdiction; companies have been bypassing traditional public offerings.
Millionaires Not Afraid of Mobile: Spectrem
A mobile-friendly website is crucial to getting the attention of millionaire investors, Spectrem reports.
Fidelity Clearing to Partner With Goldman, US Bank; Expand Loans to Wealth Clients
RIAs, broker-dealers and family offices will be able to offer securities-based loans of up to $25 million through the program.
Betterment Users Can Now Contact CFPs via App
The in-app messaging tool will allow users to ask questions securely of Betterment financial experts at any time.
6 Cyber-Threats for Financial Firms in 2017: Cisco
Financial services firms in particular are “lucrative targets for online criminals,” according to Cisco’s 2017 Midyear Cybersecurity Report.
TCA Integrates With Financial Planning Software Provider RightCapital
The partnership adds retirement and tax planning functionality to advisor planning software.
Centennial State Sets Cybersecurity Example
Justin Kapahi, VP at External IT, is excited about new cybersecurity regulations for financial firms that were recently passed in Colorado.
Secure Messaging: The Rise and Replacement of Text Banking
Galina Datskovsky, CEO of Vaporstream, shares a less risky way to get the benefits of text communications.