FINTECH VIEWS: Fighting the Good Fight – Q&A with Cambridge’s Larry Casey
The wealth management industry continues to invest in sophisticated tools, practices and policies to protect clients from data breaches and other security threats. The...
FINTECH VIEWS: How RIAs Are Meeting Fiduciary Standards in A Complex Digital World
It’s been 20 years since former U.S. President George W. Bush signed legislation to declare October as Cybersecurity Awareness Month. The goal was to raise awareness surrounding...
FINTECH VIEWS: Leveraging Artificial Intelligence for Business Growth in Wealth Management
By John Sweeney, President, Praxis Solutions
As artificial intelligence steadily expands into the business ecosystem, it is transforming many aspects of asset and wealth management. ...
FINTECH VIEWS: Aligning a Support Infrastructure
Earlier this year, Sanctuary Wealth acquired tru Independence, and the firms have been hard at work bringing together their services, operations and technology stacks.
Bob...
FINTECH VIEWS: Prudential’s Bold New Digital Push – Hispanic Market Campaign Goes High-Tech
In a world where digital innovation drives engagement, Prudential Financial, Inc. (NYSE: PRU) has unveiled its new Hispanic Market Campaign, a tech-forward initiative designed...
FINTECH VIEWS: Six Things to Know About Advisor Transitions – An Interview with Grier...
By Billy Hopkins
At Silver Oak, we’re no strangers to the advisor transition process; in fact, we’ve made it a cornerstone of our business to...
FINTECH VIEWS Q&A: TradingBlock Founder and CEO on Serving a Spectrum of Traders
Founded in 2003 by Chicago Board of Options Exchange (Cboe) alum Jere Wickert, TradingBlock began as a broker-dealer and has evolved over the years...
FINTECH VIEWS: Bridging the Gap with Technology
This summer, the Money Management Institute, the New York-based professional association for firms offering clients financial guidance and investment advisory services, along with the...
FINTECH VIEWS: Vestmark Partners with BlackRock to Enhance Custom Model Portfolio Offerings: Q&A
Financial advisors spend countless hours trying to customize investment portfolios for their clients. Despite their best efforts, they feel overwhelmed by the sheer volume...
FINTECH VIEWS: What Does WealthTech M&A Really Mean for Financial Advisors?
By Reed Colley
Remember Nokia?
Maybe not, but once upon a time Nokia was one of the most innovative mobile phone companies in the world.
Nokia was,...