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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

One year since AssetMark’s IPO: A look at the TAMP’s growth

As the TAMP celebrates its IPO anniversary, CEO Charles Goldman reflects on challenges the company faced, the state of the market and future growth areas

Topic

The key for advisers still working from home? It’s digital

With back-to-office plans in flux, the acceleration of digital-driven processes among advisers is a trend for the long haul

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Robinhood to expand offerings after $600 million funding round

The online trading app intends to invest in new products, as lawmakers have pressed the firm to increase investor protections

Topic

SEC charges cryptocurrency app Abra with unregistered swap transactions

The startup allegedly offered security-based swaps to retail investors without registration

Topic

Morgan Stanley informs customers of possible data leak

The wirehouse is offering customers a two-year free subscription to a credit report monitoring service to compensate for the potential compromise of data

Topic

Wells Fargo bans TikTok over cybersecurity concerns

The bank identified a small number of employees with corporate-owned devices who had installed the video-sharing application

Topic

Q&A: iCapital Network’s CEO Lawrence Calcano

Calcano talks automation, the firm’s recent acquisition of Wells Fargo’s alternative investments platform and expectations for tech moving forward

Topic

Advisor Group unveils redesigned UMA platform

The broker-dealer network added multiple enhancements to the 10-year-old platform from portfolio management tools to reduced account minimums

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Fidelity drops robo-advice fees for small accounts

The Fidelity Go program will drop fees on accounts with less than $10,000 starting in August

Topic

Charles Schwab rolls out ‘Hey, Google’ account updates

The integration lets clients track portfolio performance with interactive voice requests

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