FINTECH VIEWS: Four Keys to Succession Planning for Family Businesses
By Joseph N. Filosa, CFP® Financial Advisor, Principal, Opal Wealth Advisors
Recent research from PwC indicates that nearly two-thirds of family businesses don’t have a...
FINTECH VIEWS: Artificial Intelligence is Transforming Wealth and Asset Management
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
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?
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?
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
As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...