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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...

FINTECH VIEWS: Six Things to Know About Advisor Transitions – An Interview with Grier...

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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

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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

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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

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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?

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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,...

FINTECH VIEWS: Securing Cyberspace: How Advisory Firms Can Combat Vulnerabilities

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As the July 2024 CrowdStrike outage reinforced, cyber incidents can be devastating whether they originate with a bad actor or not. That’s why, across...

FINTECH VIEWS: How Highly Successful Advisors Drive Organic Growth

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By: Penny Phillips, President, Partner, Journey Strategic Wealth How many times have we heard that advisors aren’t growing? Year in and year out we hear the...