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,...
FINTECH VIEWS: Securing Cyberspace: How Advisory Firms Can Combat Vulnerabilities
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
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...
FINTECH VIEWS: Technology’s Role in Yielding Retirement Income That Lasts
The demographics are telling: More Americans are turning 65 in 2024 than ever before. The precipitous decline in defined benefit programs, recent economic uncertainty...
FINTECH VIEWS: Alignment of Tech, Platforms and People
This past May, we reported that Sanctuary Wealth had acquired tru Independence, creating a combined enterprise supporting approximately 120 independent wealth management firms managing...