Nicole Casperson
InvestmentNews
New York, NY, United States
Contact Nicole
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
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Past articles by Nicole:
Top 7 online brokerages by investor satisfaction
The best online brokerages based on trust, digital channels, wealth management, products and services, value, people and problem resolution. → Read More
Top 5 robo-advisers by AUM
Here are the top five robo-advisers by AUM, a ranking that has remained consistent over the past few years. → Read More
Brokerages spark outrage from lawmakers after halting GameStop trades
Trading platforms issued restrictions on GameStop, AMC and other shorted stocks that soared due to the rapid buying by retail investors → Read More
How social media fueled the GameStop stock surge
Social media discourse over GameStop was like pouring kerosene on the fire in the battle between small investors and Wall Street → Read More
Conferences are planning in-person events in 2021
As a COVID-19 vaccine is being distributed, some fintechs are prepping for in-person events slated for the second half of 2021 → Read More
Cetera zeroes in on user experience with Riskalyze
Cetera is leveraging its enterprise partnership with Riskalyze to automate risk management and enhance customer experience → Read More
Wealthfront claims M1 Finance spied on client research sessions
Wealthfront claims at least one M1 employee lied about employment in order to get information about how Wealthfront builds its products. → Read More
What the Biden administration really means for fintech
The Biden presidency will have plans to remodel the fintech regulatory landscape and experts say consumer data security is a top priority. → Read More
Goldman Sachs to expand Marcus Invest internationally in 2021
Goldman Sachs’ late entrance into the robo-advice space may be disadvantageous, but the bank’s CEO outlined how the bank will compete. → Read More
BlackRock taps fintech startup to bolster ESG investing
BlackRock will integrate Clarity AI’s data into the Aladdin tool as social and economic factors push investor appetite for ESG investing. → Read More
Will Walmart offer wealth management products?
Walmart's 265 million weekly customers makes it an attractive distribution channel to expand investing to underserved investors. → Read More
Are advisers investing client assets in Bitcoin?
Clients are curious about the recent Bitcoin boom, but a volatile performance record is keeping some advisers on the sidelines → Read More
Goldman Sachs primed to launch robo-adviser Marcus Invest
Goldman Sachs will become one of the last major institutions to offer digital advice with the launch slated for Q1 of 2021. → Read More
Robinhood under pressure for bringing ‘gamification’ to investing
The free trading app has been applauded for democratizing the market but critics, and regulators, are starting to take a closer look. → Read More
Robinhood accused of manipulating customers by Massachusetts regulator
The complaint against Robinhood marks the first time a state-level fiduciary rule is being used to bring charges against a brokerage firm. → Read More
Franklin Templeton partners to launch new robo-adviser Tango
The Franklin Templeton robo-adviser designed to enable advisers to execute on two major trends this year: hyper personalization and goal-based wealth management. → Read More
MassMutual to buy cash management platform Flourish
The MassMutual acquisition of Flourish, slated to close early next year, addresses the 2020 industry shift toward technology-enabled financial planning. → Read More
Model portfolio assets hit $4.1 trillion in Q3
More than half of advisers say they expect to increase assets in a model portfolio, according to a new survey by Broadridge Financial → Read More
Top holiday party ideas to spread cheer
Investment news and analysis for financial advisers. Extensive coverage and expert comment on important topics in the financial advisory industry. → Read More
Advisers are adopting fee-for-planning models — and charging accordingly
As more clients engag with financial planning, advisers are increasing fees and evolving the way they charge for their services, according to new research. → Read More