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          • System outageMerrill Systems Hiccuped on Thursday as Stocks Slid
          • 7 dollar rolls‘The Rock’ Invests in Finance App Acorns, and New Users Get $7
          • TraderHigh-Frequency Traders Love Business With Robinhood
          • EtheriumJay Z, Charles Schwab-Backed Ethereum App Opens Doors to Public
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Fintech News

The latest headlines on the impact of technology on the wealth management industry.

System outage
9/4/20 | Fintech News, News | Bank of America, Merrill Lynch | 8 Comments

Merrill Systems Hiccuped on Thursday as Stocks Slid

‘The Rock’ Invests in Finance App Acorns, and New Users Get $7

8/25/20 | Fintech News

Dwayne “The Rock” Johnson and his business partner Dany Garcia are making a investment in digital personal-finance service Acorns — which will give each new user a $7 credit, a symbolic reference to when he was a struggling athlete and the amount of money he had left in his pocket.

Read More

Trader
Robinhood

High-Frequency Traders Love Business With Robinhood

8/17/20 | Fintech News

No one is welcoming the new army of Robinhood day-traders into the stock market more warmly than high-frequency trading firms.

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Etherium
Charles Schwab

Jay Z, Charles Schwab-Backed Ethereum App Opens Doors to Public

8/11/20 | Fintech News

The behind-the-scenes blockchain startup Alchemy, which powers 70% of the top applications on Ethereum, is stepping into the public eye as it opens its services to any company or developer looking for tools to build smart contract-based projects.

Read More

Online banking increasing during pandemic

Goldman Says Pandemic Is Giving a Boost to Digital Banking

7/22/20 | Fintech News

The coronavirus pandemic is accelerating a move by consumers toward online financial services and demonstrating that banks can operate with fewer physical branches, a Goldman Sachs Group Inc. executive said.

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Young man trading stocks
Robinhood

Robinhood Is Democratizing Markets, Not Disrupting Them: Nir Kaissar

7/21/20 | Fintech News

The narrative borrows from a Wall Street saw that ordinary investors are fools not fit to handle their own money, a caricature that has long been used to exclude them from markets. 

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Businessman and bank

Banks Say They’re Gaining Against Fintechs During Pandemic

6/10/20 | Coronacrash, Fintech News, News

Fintech startups chipped away at U.S. banks’ customer base for years, in everything from wealth management to consumer lending and beyond. Now banks says they’re taking some market share back.

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Robot and fintech
Bank of America

Bank of America’s AI Robot Learns 60,000 Ways to Talk About the Coronavirus

6/8/20 | Coronacrash, Fintech News

The artificial-intelligence program has come to recognize 60,000 coronavirus-related terms as customers seek to manage their cash flow, increase savings and watch their spending during the pandemic.

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Fintech binary code
Robinhood

Robinhood Fixed Issue That Displayed Incorrect Portfolio Values

5/27/20 | Fintech News

Robinhood Financial said Wednesday that it fixed an issue that had some users asking why their portfolios were displaying incorrect values.

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Bitcoin

Bitcoin’s Bounce Back Over $9,000 Masks a Potential Downtrend

5/27/20 | Fintech News, News

Bitcoin’s trading above $9,000 once again, but technical indicators suggest the largest cryptocurrency is stuck in a funk.

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Peter Thiel

Thiel-Backed Firm Helps Ultra-Wealthy Trade Hedge Fund Holdings

5/4/20 | Coronacrash, Fintech News

Addepar Inc., a Silicon Valley firm whose clients handle almost $2 trillion of wealth-management assets, created a way to more easily trade investments in hedge funds and private equity funds.

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Rita Cheng of Blue Ocean Global Wealth on Building Relationships With Digital Tools

5/1/20 | Fintech News

Fintech apps are redefining client onboarding in the financial services industry. What does this mean for the future of investor-advisor…

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CORONACRASH NEWS

  • Merrill Touts Success of Growth Strategy in Pandemic-Afflicted Year

    Merrill Touts Success of Growth Strategy in Pandemic-Afflicted Year

    Jan 19, 2021
  • Raymond James Slashes CEO Pay 17% in Turbulent Year

    Raymond James Slashes CEO Pay 17% in Turbulent Year

    Jan 8, 2021
  • Solomon Sees Vaccine Bringing Goldman Staff Back by End of Year

    Solomon Sees Vaccine Bringing Goldman Staff Back by End of Year

    Jan 5, 2021
  • J.P. Morgan Bank Broker Cleared of Coronavirus Crash Claim

    J.P. Morgan Bank Broker Cleared of Coronavirus Crash Claim

    Dec 4, 2020
  • Edward Jones Broker Count Up 5%, Firm Pauses Branch Growth

    Edward Jones Broker Count Up 5%, Firm Pauses Branch Growth

    Nov 5, 2020

NEWS

  • RBC Team Seeks Tit-for-Tat Solicitation Halt Against Morgan Stanley

    RBC Team Seeks Tit-for-Tat Solicitation Halt Against Morgan Stanley

    Jan 20, 2021
  • Morgan Stanley Q4 Wealth Revenue Up 24%, Profit Down 4%

    Morgan Stanley Q4 Wealth Revenue Up 24%, Profit Down 4%

    Jan 20, 2021
  • Morgan Stanley Traders Drive Earnings Surge for Best Year

    Morgan Stanley Traders Drive Earnings Surge for Best Year

    Jan 20, 2021
  • Merrill Touts Success of Growth Strategy in Pandemic-Afflicted Year

    Merrill Touts Success of Growth Strategy in Pandemic-Afflicted Year

    Jan 19, 2021
  • UBS Wealth Warns Clients Crypto Prices Can Actually Go to Zero

    UBS Wealth Warns Clients Crypto Prices Can Actually Go to Zero

    Jan 19, 2021

FINANCIAL INDUSTRY PODCASTS

AllIndependenceSuccess
The must listen-to podcast for financial advisors by Tony Sirianni. Guests to include:
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-Shirl Penney
-Penny Pennington
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and many more
Michael Kitces and Carl Richards discuss financial advising topics.
Suzanne Siracuse asks the questions nobody else asks, as influencers and interviewer collide in her new and truly unique podcast series The Big Reveal.
The “new advice value stack,” and how firms can use it to help maximize their own value propositions for their clients.
The Brighthouse Financial Insights Panel is a group of leading, independent experts providing powerful insights into the big challenges facing you and your clients.
Equipping independent financial advisors with the tips, insights, and knowledge needed to evolve in every aspect of his or her life
Powering Independence Podcast, insights and ideas for RIAs, presented by Dynasty Financial Partners. A podcast dedicated to presenting fresh ideas and best practices for the wealth management industry.
As an industry expert, Frank LaRosa provides guidance and advice on a host of topics from recruiting and transitions, succession planning, practice management, M&A and more.
Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century.
Our webcast is dedicated to helping our viewers get real insights by avoiding the cognitive dissonance of today’s media outlets and biased editorial filters.
Go behind the scenes with registered investment advisors and other related independent business model experts
As a nationally recognized recruiter and consultant to financial advisors, Mindy Diamond has unmatched experience in introducing advisors to the independent space.
The must listen-to podcast for investors, venture capitalists and financial advisors, with Tony Sirianni and Paul Dietrich.
An Introduction to Independence: 5 Key Episodes to Jumpstart Your Knowledgebase
Jay is an investment strategist, CERTIFIED FINANCIAL PLANNER™ and business consultant to financial advisors.
In this podcast business owners, entrepreneurs and executives reveal their top tips for success.
We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people’s lives.
A financial literacy and commentary show that features a number of investors, financial experts, professional athletes, business owners and more.
Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™.
The Kuderna Podcast, focusing on wealth in it's original meaning- a state of well being.
Timeless wisdom, actionable information you can use right now to make smarter investment decisions.
Made for and dedicated to those folks serious about their financial plan.
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