Summer (Market) Thoughts With No Answers
Let's be blunt. It's summer. Time for vacations and travel. Summer also means that financial markets are generally,...
Designing First-Class Digital Experiences in a Post-Pandemic World
Back in March, hardly anyone in the wealth management industry had the faintest idea how long most of us would be working remotely. As 2020 draws to a close, with some companies changing their practices to make remote work a more permanent mode of operations, it seems clear that virtual, digitally enabled experiences are here to stay.
Where Is the Fintech Industry Now?
Many ascribe the modern fintech movement to the passage of the JOBS Act of 2012, and it was important because it opened the door for the P2P and crowdfunding industries to rise up and evolve.
When is a Bank Not a Bank?
Most people think of a bank as one of those big, pillared buildings that you deposit your money in for safekeeping and have the FDIC insure its safety
Is the “New Normal” Done?
What exactly is, or was, the "new normal?" Going all the way back to the financial crisis of 2008-2009 (remember...
Insurtech Played Catch-Up During Covid-19 – It’s A Digital World Now, Says Ensight
Today, every financial service experience out there, whether it’s financial planning software like eMoney or MoneyGuidePro, or the technology in our 401(k) account, all the way to our investment accounts is consumer-centric and driven by a digital experience. The last bastion is in what we would call complex insurance products.
Fintech in Q1/21 – Where are We Headed Next?
With 2020 behind us, and new occupants in the White House and the halls of Congress, many are wondering where the digital wealth sector (a/k/a "fintech") is headed
Kingswood U.S. Passes $2B AUM Mark; Discusses The Next Big Thing in Fintech
Kingswood U.S. is a network of wealth management firms that includes two SEC-registered RIAs and two FINRA-licensed broker-dealers collectively overseeing more than $2.1B in assets
THE UNEXPLAINED. EXPLAINED.
So how do you explain things that are seemingly UN-explainable?
Logically every event that...
Fear of Crypto Regulations Overblown? A Point-Counter Point
While government regulators ponder (that's being kind) about how to formally regulate crypto, it seems almost everyone has an opinion on whether it will be "doom" or "gloom" for Bitcoin and other cryptocurrencies. Here is a glimpse of the topic from a great "point-counter point" article by two extremely knowledgeable industry leaders on their thoughts.