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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

Vanguard robo-adviser to offer active mutual funds

The funds will be made available for clients of its robo-adviser Personal Advisor Services through advised portfolios as part of a five-fund active equity offer.

Topic

Budgeting app Douugh launches robo advice

The robo-adviser allows users to choose between six types of portfolios using exchange-traded funds that are curated by investment experts.

Topic

Women’s Equality Day with former Treasurer Rosie Rios

Former U.S. Treasurer Rosie Rios is an active example of a leader fighting everyday for women’s inclusion and equity.

Topic

Riskalyze lands private equity funding from HG Capital

The firm’s leadership team, employee base and brand will all remain unchanged, according to CEO Aaron Klein. The deal is a part of a larger strategy to increase growth and innovation at the firm.

Topic

Finding ROI in the adviser tech stack

Tech providers must solve the lack of integration between software applications so advisers can find return on investment in high-quality tech investments.

Topic

Texting takes center stage in client communications

Fintech firms are betting the more than 6 billion text messages that are sent every day are a sign consumers are open to communicating with businesses via text messages.

Topic

Keep the focus on clients, not profits, with your tech stack

Advisers must be able to offer exciting technology tools, while emotionally connecting with clients, according to industry experts.

Topic

T3 conference postponed until 2022

The in-person event was scheduled to take place from Sept. 27 to Oct. 1 at the Denton Convention Center in Denton, Texas.

Topic

T-Mobile data breach highlights cybersecurity issues for clients

Advisers should be proactively discussing the attack with clients to protect those that have current or past association, experts say. There are simple tips for clients to follow.

Topic

Fidelity is on TikTok jockeying for Generation Z

The discount brokerage posts short video clips on the social media app ranging from how-to guides for using the Fidelity Spire app to explainers of financial terminology.

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