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In previous Wealthtech Insider columns, I've defined three pillars of success between advisors and clients. Today, let's build the final pillar: Achieve...

One of the many fintechs we've encountered are matching wealthechs - pairing up potential customers with financial advisors, and one of the more interesting in this genre is Purse Strings, founded in 2015 by Dr. Barb Provost out of the Chicago area and positioned to women.

We hope you have a fun Thanksgiving planned - whether for one or ten or more - with masks - or not with masks - whichever you prefer. No judgements here. Just giving thanks for this wild, crazy year that has been 2020 and all the wisdom it has brought us.

Chalice Network and the Society of Financial Service Professionals (FSP) proudly announce the launch of Chalice FinTech Institute (CFI), a comprehensive FinTech educational platform designed specifically for the financial services industry

The global market for Artificial Intelligence (AI) is projected to reach US$312.4 billion by the year 2027, trailing a post COVID-19 CAGR of 32.7% over the analysis period 2020 through 2027. Globally, over 567 AI start-up companies received investments in the first five months of the year 2020.

Another week behind us and Thanksgiving next week. Some phenomenal new content for you inclouding a video from The Clash tied into a Nasdaq story so read up!

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.

Today, Orion’s CMO Kelly Waltrich speaks with Orion CIO Rusty Vanneman about why industry heavyweights like Fidelity and BlackRock are embracing model strategies..

tZERO announced today that its subsidiary, tZERO ATS, a FINRA member broker-dealer that operates an Alternative Trading System (ATS), has completed a technology integration with Refinitiv, one of the world’s largest providers of financial markets data and infrastructure and formerly Thomson Reuters’ Financial and Risk business.

Independence means freedom from outside control. However, it’s not without outside influences or competitive forces...