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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

Day trading frenzy to continue after the pandemic: Survey

Betterment surveyed 1,500 investors to analyze which pandemic-fueled behaviors are likely to continue, like day trading and meme stocks.

Topic

‘Be prepared for a new way of thinking’: MIT’s Coughlin

Joseph Coughlin spoke Wednesday as part of a presentation on longevity planning at the InvestmentNews Women Adviser Summit.

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Stash to acquire PayGrade, surpasses $3 billion AUM

Stash announced its first acquisition of financial literacy platform PayGrade following an increase in assets under management.

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Betterment rolls out a prepackaged tech stack for RIAs

Betterment tapped RIA in a Box, RightCapital, and Wealthbox to provide new and breakaway RIAs a predetermined tech stack.

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Orion adds behavioral finance to its adviser tech

Orion rolls out the first tech tool that incorporates its merger with Brinker Capital and its acquisition of risk management software HiddenLevers. The tool helps firms understand investors' emotional reactions to market volatility.

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JPMorgan Chase to buy UK robo-adviser Nutmeg

The acquisition, subject to regulatory approvals, is meant to complement the launch of Chase as a digital bank in the UK later this year. Nutmeg manages more than $4.9 billion in assets.

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Bitwise to double staff after $70 million funding

Bitwise CEO Hunter Horsley said the firm is prioritizing hiring to provide client service, education and analyst relationships to advisers.

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Onramp Invest wants to offer crypto debit cards to clients

The goal is to turn the RIA space into community banks, giving RIAs the same access to banking tools as a wirehouse adviser, according to CEO Tyrone Ross.

Topic

Addepar latest funding propels its $2.17 billion valuation

Addepar, a software used by advisers to track how investment portfolios perform across asset classes, raised an additional $150 million from New York City-based hedge fund D1 Capital Partners.

Topic

Principal shuts down RobustWealth for advisers

RobustWealth, which includes digital advice, goal-based investment tools and client onboarding, will stop servicing advisers in September.

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