Fintech Views

Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...

The impulse to do good while doing well is much older than popular acronyms like ESG and SRI might suggest. In fact, impact investing...

As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...

Banks and other financial institutions have long been some of the most highly regulated businesses in the world. Yet, if it seems like the...

This past May, we reported that Sanctuary Wealth had acquired tru Independence, creating a combined enterprise supporting approximately 120 independent wealth management firms managing...

The Internet has changed lives but has risks and issues, with data taking center stage in current technologies. Successive iterations of the web as we...

With myriad benefits to advisors – including building stronger client relationships, connecting with the next generation, and the possibility of bringing held-away assets under their purview – why do so many advisors avoid estate planning conversations with clients?

By Kristen Grau, CPA, CVA, CEPA, Executive Vice President More than a third of financial advisors managing 40% of industry assets are projected to retire by...

Prominent industry juggernauts are bringing risk tolerance squarely into the financial planning conversation from its prior position as a compliance afterthought.

Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.