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Nicole Casperson

Nicole Casperson is the FinTech reporter for InvestmentNews, covering innovations and trends in technology for the financial advisory industry. When she’s not chasing down the latest tech news, she’s passionate about working on IN’s Her Success Matters podcast, providing listeners with an insider view to the executives who are forging the path for women leadership. Prior to joining IN, Nicole served as the youngest Deputy Editor of Auto Finance News, managing editorial operations and strategy for print and digital. Before moving to New York City in 2018, Nicole reported on housing and mortgages for Dallas-based DSNews and MReport. In her free time, Nicole can typically be found biking around NYC searching for the next best ramen shop or lounging in a park playing classic rock music while reading. Nicole holds a Master of Arts in Mass Communication and a Bachelor of Arts in Journalism both from the College of Media & Communication at Texas Tech University.

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Displaying 339 results

Topic

Geeta Aiyer is an ESG pioneer and a DEI champion

Geeta Aiyer has dedicated her career and personal passion to using finance to support social good via ESG and impact investing.

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3 keys to capturing Gen XYZ clients

Gen XYZ investors have been the most likely to drop their financial professionals during the pandemic, according to Fidelity Institutional research.

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Acorns to launch custom portfolios in push toward active investing

Active engagement is part of the fintech’s larger mission to incentivize healthy investing behaviors that align with customers' best interest, according to CEO Noah Kerner.

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In search of adviser tech’s holy grail

An ecosystem is emerging whose ultimate goal is to increase advisers’ wallet share by enabling them to unify a client’s entire financial world onto a single platform.

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Robinhood launches 24/7 phone support

The free trading platform rolled out round the clock customer service following a recruiting spree of financial advisers turned customer service reps.

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J.P. Morgan launches augmented reality tool for advisers

J.P. Morgan Asset Management’s Guide to Markets content is now available through an augmented reality experience accessible via smartphones.

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Betterment tops $1.3 billion valuation with latest funding

The $160 million round is the largest to date for the leading independent robo-adviser. The latest influx will be used to accelerate its business-to-business arms, particularly its 401(k) offering.

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Mobile adviser dashboard? There’s a Merrill app for that

Merrill Lynch rolls out a new mobile app for advisers to access all the information on their adviser dashboard via their smartphones.

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Protecting client data in account aggregation

It’s up to advisers to communicate with investors who need help with understanding the management of risk across multiple accounts.

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Want a tattoo of your favorite ticker? 1.1 million new investors say yes

A new survey by Public, a next gen-focused investing app, researched the behaviors and motives of millennial and Gen Z investors. The majority of respondents started investing in the past three years.

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