Financial Technology

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  1. How to Calculate CAGR in Excel

    Daniel Jassy, CFA, shows how to calculate CAGR in Excel.
  2. How to Calculate ROI in Excel

    Daniel Jassy, CFA, shows how to calculate ROI in Excel.
  3. How Do You Calculate NPV in Excel?

    Daniel Jassy, CFA, shows how to calculate NPV in Excel.
  4. 4 Best Personal Finance Apps as of August 2017

    Managing your money and hitting your financial goals has never been easier with these top personal finance apps.
  5. How to Calculate R-Squared in Excel

    Daniel Jassy, CFA shows how to calculate R-Squared in Microsoft Excel.
  6. Tuur Demeester on Bitcoin's Bubble

    Tuur Demeester, Editor-in-Chief of Adamant Research, shares his take on whether Bitcoin is a booming commodity worth investing ...
  7. A Substantial Portion of Millennials Use Venmo to Purchase Illicit Drugs

    A recent survey indicates that one out of three millennials have used the popular payments app Venmo to pay for pot, Adderall, ...
  8. Best Budgeting Software of 2017

    The best budgeting software helps users manage money and is something that you will actually use on a day to day basis.
  9. Is Bitcoin Bad for Gamers?

    Major changes to the graphics card market have impacted both cryptocurrency miners and computer gamers.
  10. Choosing the Right Software for a New Wealth Management Firm

    Selecting the right software for a wealth management firm involves several key considerations.
  11. 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. ...
  12. Does Your Estate Plan Include a Digital Fiduciary?

    What will happen to your social media and email accounts when you die?
  13. Ripple (Cryptocurrency)

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

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

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

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

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

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

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

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

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

    Discover some of the best mobile apps to track the market news and manage your portfolio on the go.
  23. Choosing the Best Platform for Your Advisor Website

    Advisors should ask these five questions before choosing a website platform.
  24. 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 ...
  25. 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.
  26. Brandon Thomas on Merging Tech & Financial Advice

    Brandon Thomas, Co-Founder and CIO, Envestnet | PMC, discusses merging new technology with financial advice.
  27. Distributed Applications (ĐApps)

    Distributed Applications are software applications that are stored mostly on cloud computing platforms and that run on multiple ...
  28. 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 ...
  29. Satoshi Nakamoto

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

    Instead of seeing robo-advisors as a threat, traditional financial advisors should embrace them.
  31. 6 Ways SEO Can Improve an Advisor's Website

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

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

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

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

    Ant has reached an agreement to merge with and rebrand Lazada's helloPay payment platform.
  36. 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.
  37. Robo-Advisor (Robo-Adviser)

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

    Will Trump’s administration try to repeal Dodd-Frank, or simply change financial regulations?
  39. 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 ...
  40. 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.
  41. Top 5 Robo-Advisors in 2017

    Robo-advisors have surged in popularity as investors seek low-cost, automated investing opportunities.
  42. 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 ...
  43. 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.
  44. How Tech Is Improving the Advisor's Sales Process

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

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

    Better Alternative Trading System (BATS) is a U.S.-based stock exchange offering investors equities, options, and foreign ...
  47. 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.
  48. Fintech: What Advisors Can Expect in 2017

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

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

    While Bitcoins are still new and very volatile, the blockchain technology used shouldn't be ignored.
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Hot Definitions
  1. Preferred Stock

    A class of ownership in a corporation that has a higher claim on its assets and earnings than common stock. Preferred shares ...
  2. Net Profit Margin

    Net Margin is the ratio of net profits to revenues for a company or business segment - typically expressed as a percentage ...
  3. Gross Margin

    A company's total sales revenue minus its cost of goods sold, divided by the total sales revenue, expressed as a percentage. ...
  4. Current Ratio

    The current ratio is a liquidity ratio measuring a company's ability to pay short-term and long-term obligations, also known ...
  5. SEC Form 13F

    A filing with the Securities and Exchange Commission (SEC), also known as the Information Required of Institutional Investment ...
  6. Quantitative Easing

    An unconventional monetary policy in which a central bank purchases private sector financial assets in order to lower interest ...
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