Fast developing financial technologies and the growing appeal of direct indexing are paving the way for the increased appeal and access to socially responsible investing among financial advisers and institutional investors. According to new research by quantitative technology provider SigTech, ...

Fintech could be the leg up that pro bono financial planning needs, according to new research from the Foundation for Financial Planning. While a 2021 survey by the Certified Financial Planning Board of Standards Inc. found that 60% of CFP ...

Digital investing app Acorns Grow Inc. plans to open more active investing products, like custom portfolios, to its users, and said Tuesday it tapped investment management veteran Seth Wunder as the fintech’s first chief investment officer ahead of its expected ...

In observance of the 20th anniversary of the September 11 terrorist attacks, the InvestmentNews team has written a series of reports looking at how the financial industry has changed in its aftermath and been preparing for the next 9/11 event. ...

Basketball legend Michael Jordan is one of a group of investors betting that fintech can improve estate planning by participating in an $11.6 million funding round for startup Vanilla. While fintech firms have been working to disrupt the wealth management ...

Sales and marketing software developer Seismic raised $170 million in fresh funding that pushes the fintech’s valuation to $3 billion, the company announced Monday.  The latest funding, which brings Seismic’s capital to $270 million raised to date, was announced alongside ...

Financial technology, or fintech platforms, have the opportunity to confront racial and gender wealth inequality by creating opportunities for wealth building and investing that support the needs of systemically underserved individuals and communities, according to data from Commonwealth, a national ...

In the latest example of the wealth management industry adjusting to the growing demand for sustainable investing products and strategies, J.P. Morgan on Tuesday announced the acquisition of OpenInvest, a technology platform that helps financial professionals customize and report on ...