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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

A-Rod backs online brokerage Tornado in $10 million funding round

The seed round also featured other prominent participants like founder of Barstool Sports Dave Portnoy and New Enterprise Associates managing general partner Tony Florence.

Topic

Fidelity, Schwab, Vanguard suffer internet outages

Several major websites, including those of Fidelity, Schwab and Vanguard, were hit Thursday by a widespread internet outage, according to DownDetector.

Topic

Titan Invest secures $58 million, preps crypto offering

The robo-adviser has experienced rapid growth over the last 12 months, reaching its first $500 million in assets under management in March with 26,640 users on the platform.

Topic

Apex’s Tricia Rothschild resigns after 1 year

Rothschild made a quiet exit from the firm as Apex beefs up its leadership team with a new chief technology and chief marketing officer.

Topic

RBC adviser fired following arrest on domestic violence charges

Florida-based adviser Scott Jay Matalon was fired from RBC after facing charges of kidnapping, domestic battery and false imprisonment.

Topic

M1 Finance funding pushes valuation to $1.4 billion

With a total of $300 million in funding in a matter of months, the robo-adviser has grown employee head count to over 250 and AUM to $4.5 billion.

Topic

Vanguard could propel values-based direct indexing from niche to essential

Direct indexing has become a powerful tool for advisers, while combining growing investor interest around value-based investing and advancements in technology.

Topic

Merrill Lynch adviser head count drops as self-directed investing soars

Merrill Lynch reported a 6% dip in adviser head count and said that 80,000 clients are now using its self-directed investing platform.

Topic

Envestnet taps UBS, iCapital to offer alternatives

The Alternatives Exchange will provide curated UBS and iCapital alternative investment products to the 106,000 advisers on Envestnet’s platform.

Topic

Goldman Sachs advisory revenues skyrocket 83% year over year

The firm's investment banking business, including financial advisory, helped propel second-quarter revenues.

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