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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

SEC tees up virtual meet-ups for fintechs

The regulator is encouraging innovators to reach out with specific questions or to discuss general issues

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Tegra118 acquires retirement planning fintech RetireUp

The technology uses illustrations like charts and graphs to simplify financial concepts for clients

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Retirement planning fintech highlights tax impacts on clients

The Timelineapp tool helps advisers decide the best combination of tax-deferred and brokerage account withdrawals for clients

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RIAs may be heading for a ‘succession planning crisis’

Advisers are not planning for a transition in leadership despite a lack of confidence in the next generation, according to new research

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Merrill Lynch rolls out tech-driven adviser workstation

With the tool, advisers can personalize the work experience from connecting with clients to customizing data figures

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Cash reigns as king in RIA M&A deals

The trend is expected to continue through the year as buyers' appetite for certainty outweighs cost of capital

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Schwab-TD deal wins DOJ antitrust approval

The completion of the investigation is an “important milestone” toward the proposed acquisition, said Charles Schwab CEO Walt Bettinger

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Nationwide protests over race highlight hurdles faced by nonwhite advisers

As racial injustice fires up protesters and looters, financial advisers face the fallout with clients whose small businesses experience economic loss

Topic

Schadle steps down as FPA CEO

Before becoming chief executive, Schadle served various leadership roles at the association for more than 20 years

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