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Volatility is keeping 2022 interesting, especially with some of the steep downside we’ve experienced over the last two...

At Orion, everything we do is designed to further our mission: to power the advisor-client journey with a tech-enabled fiduciary process that enables advisors to: * Seamlessly attract new clients * Connect planning goals to investment strategies * Help investors...

For financial advisory firms to get their technology up-to-date at an institutional level, it will require some form of data Rosetta stone. That's where Australian fintech Practifi can help.

Financial advisors can learn a lot from doctors and lawyers. Not only is providing financial advice evolving into a profession as indispensable and rigorous as medicine and law, but it’s also maturing into one that requires a modern approach to technology. Both medicine and law have embraced a role-based approach to building technology stacks and it’s time for financial services to do the same.

Traditionally, workflow automation in financial services has been limited to two aspects. First, the front office is where automation is usually deployed – e.g., an automated chatbot to solve customer queries or marketing automation to increase customer engagement.

BOULDER, Colo., April 12, 2022 – TIFIN, a fintech platform using Artificial Intelligence (AI) and investment-driven personalization to assist asset managers...

Some forms of automation come with added bonuses, making advisors—and sometimes the technology itself—better over time.

Even without the experience of a global pandemic, it makes sense that the world has moved to remote or work-from-home. In response, Practifi is organizing quarterly in-person summits for its employees.

The longer we write this column, the more we do a double-take. Seems that we see familiar...

More money flowed into the fintech sector this week, in an interesting mix of categories and locations. ...