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: 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: 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: 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,...