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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.

Displaying 339 results

Topic

Fastest growing RIAs embrace tech at higher rates: Schwab

Digital signatures and virtual client meetings were the most adopted technologies, according to the study

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Fidelity launches free mobile app for young investors

The goal is to establish long-term relationship and move conversations toward additional services

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Envestnet MoneyGuide rolls out free data analytics tool for advisers

The new functionality provides metrics via a web-based dashboard

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Social media boosts adviser-client relationship amid pandemic

Widespread acceptance of online platforms is creating opportunities for customized client experiences

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Compliance fintech tackles Reg BI

Silicon Valley-based La Meer rolled out three online portals to help advisers comply with new regulations

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Retirement income fintech lands $2.3 million funding round

Timeline will use the cash influx to enhance the API technology behind it’s calculation engine

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RIA in a Box to expand mobile offerings after app launch

The app is available for Android and iOS users

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Wirehouses race to upgrade adviser tech amid pandemic

Merrill Lynch, UBS and Wells Fargo have all adapted to an increase in digital adoption, according to second-quarter earnings reports

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Digital asset management platform launches cryptocurrency tool for RIAs

Blockchange gives advisers discretionary management over digital assets including Bitcoin, Ethereum, Bitcoin Cash and Litecoin, among others.

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UBS slapped with $10 million fine for SEC violations

The bank allegedly allocated bonds intended for retail customers to 'flippers' who resold them to broker-dealers for profit