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