FINTECH VIEWS: What is Clean Data and Why Is It Critical for BDs and...

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By Mike Overdorf, President and Founder, The Sycamore Company The financial services and wealth management industries have entered an era of big data that has...

FINTECH VIEWS: Elevate Your Wealth Practice with PhilTech

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By Joe Mrak, CEO, Foundation Source  High-net-worth investors are increasingly interested in charitable giving, but many wealth management firms and practitioners are not dedicating a...

FINTECH VIEWS: 2024 – The Year of AI Escalation

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By Jeff Nash, Bridgemark Strategies As we prepare to close the book on 2024, many of us will reflect upon what happened during the year,...

FINTECH VIEWS: Wallets and Wealth Management – The New Frontier

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By Eric Noll, CEO, FusionIQ Digital wallets have fundamentally changed how consumers interact with financial services, merging the simplicity and accessibility of digital payments with...

FINTECH VIEWS: Firms and Advisors Serving UHNW Investors Have No Room for Error When...

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By Brian Weiner, Family Office Resource Group Businesses spend billions of dollars on marketing each year to, in part, build and maintain authentic connections with...

FINTECH VIEWS: Driving “tru” Transformational Growth for Independent RIAs

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The constant search for size and scale among independent wealth management enterprises has some financial advisors questioning whether bigger is indeed better – especially...

FINTECH VIEWS: Fighting the Good Fight – Q&A with Cambridge’s Larry Casey

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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: Leveraging Artificial Intelligence for Business Growth in Wealth Management

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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

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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

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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...