FINTECH VIEWS: Artificial Intelligence is Transforming Wealth and Asset Management

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By John Sweeney, President, AlphaTrAI “The companies that succeed … will be those that most effectively use AI.   If you’re making maximum use of AI,...

FINTECH VIEWS: If You Think You’re Protected From Cyber Attacks…Think Again

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According to the U.S. Internet Crime Complaint Center, cybercrime results in more than $12 billion per year in damages in America alone. The finance...

FINTECH VIEWS: Could Risk Tolerance Technology Be the Key to Stronger Client Relationships?

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

FINTECH VIEWS: Why Financial Advisors Have to Be Estate Planning Heroes

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?

FINTECH VIEWS: Selling Your Financial Practice

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...

FINTECH VIEWS: How Can People Control Their Data for a Profit?

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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: The Tech Integration Evolution in Wealth Management

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