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AdvisorPeak brings cryptocurrencies to its trading software
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In partnership with Prime Trust, advisors can now custody, trade and rebalance digital asset holdings alongside traditional portfolios.
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1. AdvisorPeak brings cryptocurrencies to its trading software
By Ryan W. Neal
3 min read
In partnership with Prime Trust, advisors can now custody, trade and rebalance digital asset holdings alongside traditional portfolios.
Read More →
2. Annuity providers use fintech to lure advisors amid low rates. Is anyone moving?
By Ryan W. Neal
3 min read
New flows to traditional fixed income investments remain strong, according to Cerulli Associates data.
Read More →
3. Envestnet’s latest fintech acquisition brings new ways to serve younger and smaller clients
By Ryan W. Neal
2 min read
Harvest’s micro-saving and investing technology is designed to turn spenders into savers, and eventually into investors.
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4. Beyond the million-dollar tweet: What advisors should know about NFTs
By Gregg Schoenberg
4 min read
Non fungible tokens aren’t vaporware, nor are they tulips — they’re blockchain’s promise, realized, writes Gregg Schoenberg.
Read More →
Best Fintechs to Work For
MX, a fast-growing firm, nurtures a play-hard, work-hard vibe
By Kate Fitzgerald
3 min read
The Utah fintech encourages a playful attitude by devoting the first floor of its offices to entertainment and comfort with video games, Ping- Pong, a pool table and a lounge area.
Read More →
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