Financial Technology

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  1. Does Your Estate Plan Include a Digital Fiduciary?

    What will happen to your social media and email accounts when you die?
  2. The Best CRM Services for Financial Advisors

    CRM solutions are an invaluable tool for advisors as competition from robo-advisors heats up. Here are some of the best. ...
  3. Ripple (Cryptocurrency)

    Ripple is a technology that acts as both a cryptocurrency and a digital payment network for financial transactions.
  4. Dash

    A peer-to-peer cryptocurrency that was forked out of Bitcoin to offer faster and more private transactions to users. Dash ...
  5. ZCash

    ZCash is a cryptocurrency with a decentralized blockchain that provides anonymity for its users and their transactions.
  6. Potcoin

    Potcoin is a digital currency that allows consumers to buy and sell cannabis products anonymously.
  7. Cold Storage

    With cold storage, the digital wallet is stored in a platform that is not connected to the internet.
  8. Financial Advice Using the "As-a-Service" Model

    Does a technology-based business model make sense in the financial advice arena?
  9. Vinny Lingham on Why Bitcoin's Not a Currency (Yet)

    Vinny Lingham says Bitcoin may be stuck in transition from commodity to currency.
  10. Coinbase

    Coinbase is a bitcoin broker that provides a platform for traders to buy and sell bitcoin with fiat money.
  11. Compliance and Archiving Solutions for Financial Advisors

    Archiving tools for social media, email and texting can help advisors comply with regulations.
  12. Top 5 Apps for Traders

    Discover some of the best mobile apps to track the market news and manage your portfolio on the go.
  13. 4 Best Personal Finance Apps for 2017

    Managing your money and hitting your financial goals has never been easier with these top personal finance apps.
  14. Choosing the Best Platform for Your Advisor Website

    Advisors should ask these five questions before choosing a website platform.
  15. How math made John McAfee the man he is today

    Before founding McAfee associates, launching the world's best known anti-virus software and becoming embroiled in a South ...
  16. 5 Ways Financial Advisors Can Improve Website Content

    Having well written content on your web site is crucial. Here are five tips to get you started.
  17. Brandon Thomas on Merging Tech & Financial Advice

    Brandon Thomas, Co-Founder and CIO, Envestnet | PMC, discusses merging new technology with financial advice.
  18. Best Budgeting Software of 2017

    The best budgeting software helps you manage your money and is something that you will actually use.
  19. Distributed Applications (ĐApps)

    Distributed Applications are software applications that are stored mostly on cloud computing platforms and that run on multiple ...
  20. Basics of Algorithmic Trading: Concepts and Examples

    Algorithmic trading makes use of computers to trade on a set of predetermined instructions to generate profits more efficiently ...
  21. Satoshi Nakamoto

    The name used by the unknown creator of the protocol used in the bitcoin cryptocurrency. Satoshi Nakamoto is closely-associated ...
  22. Robos & Financial Advisors: Cooperation Not Competition

    Instead of seeing robo-advisors as a threat, traditional financial advisors should embrace them.
  23. 6 Ways SEO Can Improve an Advisor's Website

    Using effective keywords goes a long way toward improving a website's SEO.
  24. How Fintech Is Disrupting Wealth Management

    Fintech's disruption of wealth management is good news for advisors who choose to adapt.
  25. The Top 7 Website Mistakes Financial Advisors Make

    Advisors need to avoid these seven deadly sins when designing a website.
  26. Starbucks Upgraded by Stifel on Comps Growth

    Research firm Stifel Nicolaus has upgraded Starbucks to a buy, seeing grow over next four quarters.
  27. Alibaba’s Ant Financial Merges With helloPay

    Ant has reached an agreement to merge with and rebrand Lazada's helloPay payment platform.
  28. Microsoft Office Incorporates Blockchain Technology (MSFT)

    An add-in for the company's ubiquitous Office software package will make use of Stampery, a blockchain timestamping service.
  29. Robo-Advisor (Robo-Adviser)

    Robo-advisors are digital platforms that provide automated, algorithm-driven financial planning services with little to no ...
  30. Fintech Under Trump: What Regulatory Changes Mean for You

    Will Trump’s administration try to repeal Dodd-Frank, or simply change financial regulations?
  31. Ant Financial Dispels MoneyGram Security Fears (BABA, MGI)

    Ant Financial today published an open letter to the MoneyGram fold to allay the security fears raised by U.S. officials on ...
  32. 5 Ways Your Software Might Not Meet Fiduciary Standards

    Many advisors are finding their technology doesn't meet their needs to uphold a fiduciary standard.
  33. Top 5 Robo-Advisors in 2017

    Robo-advisors have surged in popularity as investors seek low-cost, automated investing opportunities.
  34. MoneyGram Sale to Chinese Firm Could Be Security Risk: US Officials (MGI, BABA)

    U.S. officials are concerned that the sale of U.S. money transfer company MoneyGram to Chinese online payment platform Ant ...
  35. Big Banks Are Missing the Equity Trading Bonanza (MS, JPM)

    Equity trading at big U.S. banks has fallen 13% despite higher volumes and big index price swings.
  36. How Tech Is Improving the Advisor's Sales Process

    Advisors should learn to balance personal service with the convenience that technology provides.
  37. Geolocation

    Geolocation is the ability to track a device’s whereabouts using GPS, cell phone towers, WiFi access points or a combination ...
  38. Better Alternative Trading System (BATS)

    Better Alternative Trading System (BATS) is a U.S.-based stock exchange offering investors equities, options, and foreign ...
  39. Wells Fargo to Launch Robo-Advisor in June 2017

    Wells Fargo is preparing to enter the robo-advisor field with the launch of its service in 2017.
  40. Fintech: What Advisors Can Expect in 2017

    Here's how the value of fintech is quickly changing the financial services industry.
  41. The Pros and Mostly Cons of Robo-Advisors

    Robo-advisors aren't equipped to handle disruptive life events or complex tax situations.
  42. What Is Blockchain and Why Should I Care?

    While Bitcoins are still new and very volatile, the blockchain technology used shouldn't be ignored.
  43. Goldman, T. Rowe Price Target Average Investors With Robos

    Two more big financial institutions are planning on joining the robo-advisor ranks.
  44. Opinion: Fintech Will Require Regulation

    A national charter to address responsibility and compliance among fintech innovators may bring much needed oversight.
  45. Jon Stein on Building Betterment

    As the CEO and founder of Betterment, Jon Stein has a vision for the future of digital financial advice.
  46. 3 Reasons Why Advisors Need to Embrace Fintech

    Advisors can reap many benefits if they evolve and adapt to the fintech revolution.
  47. eIDV (Electronic Identity Verification)

    eIDV is the use of information in public and private databases to quickly confirm whether an individual is who they claim ...
  48. Mass Payment

    Mass Payment is a method of paying multiple recipients online simultaneously.
  49. Micro-Investing Platform

    A micro-investing platform is an application that allows users to regularly save small sums of money.
  50. The Importance of Client Journey Mapping

    Mapping an effective client journey helps engage clients and provides effective services.
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Hot Definitions
  1. Dividend Yield

    A financial ratio that shows how much a company pays out in dividends each year relative to its share price.
  2. Fixed-Income Security

    An investment that provides a return in the form of fixed periodic payments and the eventual return of principal at maturity. ...
  3. Free Cash Flow - FCF

    A measure of financial performance calculated as operating cash flow minus capital expenditures. Free cash flow (FCF) represents ...
  4. Leverage Ratio

    Any ratio used to calculate the financial leverage of a company to get an idea of the company's methods of financing or to ...
  5. Two And Twenty

    A type of compensation structure that hedge fund managers typically employ in which part of compensation is performance based. ...
  6. Market Capitalization

    The total dollar market value of all of a company's outstanding shares. Market capitalization is calculated by multiplying ...
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