FINTECH VIEWS: How Can People Control Their Data for a Profit?
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...
FINTECH VIEWS: Looking Back, Looking Forward – Q&A With Colleen Bell of Cambridge Investment...
The often-slower pace of December provides the perfect opportunity to look back on a consequential year for digital innovation in the wealth...
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: 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: 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: Inside Stifel’s Push to Tech-Enable the Next Generation of Independent Advisors
At a time when AI and digital platforms are rewriting the rules of wealth management, Stifel Independent Advisors is trying to make sure financial...
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: No Longer in the Back of the Room
In the discussion of emerging technology and widespread use of artificial intelligence, there seems to be an assumption that back-office employees will soon be...
FINTECH VIEWS: Investment Management for RIAs, Family Offices
Challenges abound for the modern RIA or family office grappling with rising client expectations. With consumer-facing technology available at investors’ fingertips, today’s financial advisors...
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...