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,...
FINTECH VIEWS: How Highly Successful Advisors Drive Organic Growth
By: Penny Phillips, President, Partner, Journey Strategic Wealth
How many times have we heard that advisors aren’t growing?
Year in and year out we hear the...
FINTECH VIEWS: Alignment of Tech, Platforms and People
This past May, we reported that Sanctuary Wealth had acquired tru Independence, creating a combined enterprise supporting approximately 120 independent wealth management firms managing...
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?