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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

Content marketing for advisers? There’s an app for that

FMG Suite is giving advisers mobile access to content marketing, which relies on sharing online content to drive client engagement. Digital marketing solutions is slated to be the largest planned increase in net spending for an adviser’s tech stack throughout the year, according to the InvestmentNews Adviser Technology Study.

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Fintech readies factor-based risk model for advisers

Fabric will offer access to MSCI's factor-based risk model that is designed to provide institutional risk management tools to advisers.

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LPL, Dynasty, Mercer are ramping up their tech C-suites

Recent hires at the advisory firms come at a time when the fastest-growing RIAs are embracing technology tools at higher rates than their peers.

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AssetMark posts $84 billion in AUM under new CEO

AssetMark reported a 33.8% increase in AUM following a recent pivot to offer products tailored to registered investment advisers.

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Robinhood makes public debut after wild year

Robinhood hit the public market after experiencing dramatic growth and heightened scrutiny throughout a pandemic year.

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Robinhood under investigation by Finra ahead of IPO

Robinhood, whose IPO is slated for Thursday, disclosed in a filing that Finra is seeking registration information about its personnel, including the non-registration status of CEO Tenev and co-founder Bhatt.

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Britney Spears’ struggle for independence puts a spotlight on conservatorships

The pop superstar's plea to end her 13-year conservatorship raises questions around its validity and prompts experts to rethink the whole system.

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Digital client acquisition fuels growth at top RIAs: Schwab

As a result of increased digital business development, 68% of all advisers met or exceeded their client growth goals.

Topic

Alternative investments platform iCapital lands $440 million in fresh funding

Assets serviced by iCapital have exploded to $80 billion across more than 780 funds to date, up from $46 billion in March 2020.

Topic

Spark announces best practices to protect against retirement fraud

The Spark Institute's standards build upon DOL cybersecurity guidance to provide more clear-cut practices designed to defeat retirement account fraud.

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