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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

Sales fintech Seismic pushes valuation to $3 billion

The company is designed to personalize sales interactions and has doubled its valuation in a year after fresh funding and a new acquisition.

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Britney Spears’ father agrees to step down as conservator

After 13 years of control over Britney Spears' financial decisions, Jamie Spears has officially volunteered to step away as conservator.

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GOP challenges SEC chief’s bid to regulate cryptocurrency

Rep. Patrick McHenry, R-N.C., argues that Gensler’s appeal to Congress for jurisdiction over cryptocurrency regulation is a 'power grab.'

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How much does Schwab’s cash sweep really cost clients?

A new study by the research firm Backend Benchmarking estimates the high cash allocation in the company's automated portfolios may have cost investors more than $500 million over six years.

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Wealthtech funding drops 21% to $4.4 billion in Q2

Despite the slump, 12 wealthtechs raised mega-rounds and a growing interest in alternative investment platforms also drove funding in adviser technology.

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How fintechs are tackling racial and gender wealth gaps

Fintechs have the opportunity to confront race and gender wealth gaps by creating more opportunities for wealth building and investing.

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Envestnet bolsters $315 billion AUM with expanded services

The leading TAMP by assets is racking up the number of advisers on its platform and new accounts are opening at a faster pace than prior quarters, said CEO Bill Crager in an earnings call.

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Former LPL adviser’s alleged discrimination highlights company culture issues

Eileen Cure was dropped from LPL after viral videos surfaced of her allegedly telling employees she will not interview Black job applicants.

Topic

LPL cuts ties with adviser accused of racism in TikTok video

Eileen Cure is accused of refusing to hire Black job candidates in viral TikTok. Cure called the accusations 'false and defamatory.'

Topic

Congress should expand SEC oversight of crypto’s ‘Wild West’: Gensler

The Securities and Exchange Commission chairman called on lawmakers to expand the agency's investor protection mandate to include crypto trading and decentralized finance. Cryptocurrency assets are worth roughly $1.6 trillion.