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. Read More →

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How to invest in a low-interest-rate environment

How should financial advisors think about allocating client portfolios in a low-rate environment?

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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