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For this installment of the Fintech Luminaries series, we'd like you to meet Sanjeev Kumar, CEO and Co-Founder of Skience, a Herndon, Va.-based provider of digital workflow solutions and consulting services. The company enables financial services and wealth management firms to transform their core business operations and reach new levels of integration and efficiency, while unlocking new growth opportunities.

The mainstream emergence of Special Purpose Accquisition Companies (SPAC for short) has became one of the hottest market stories of 2020 and the trend appears to be continuing into the new year.

Before this year, virtual meetings weren’t exactly people’s first choice as a method for business communication. However, advisors should get used to hosting and attending them moving forward...

Fusion Financial Partners has launched Fusion Black Ops™, a confidential RIA launch services program designed to support breakaway advisor teams on their transition to independence. Originally built for teams with assets upwards of $1 billion, and now available for teams of all sizes, the turnkey program delivers a complete collection of RIA-focused consultative services including custom-built fintech stack, custodian/broker dealer coordination, compliance, legal referrals, asset mapping, website design, office technology and cybersecurity, launch project management, CTO expert advice and full-service project management.

This week I wanted to put a spotlight on the client side of advisor tech. Our industry develops a lot of tools to help advisors build advisor-client relationships that are efficient, personal, and scalable. At the same time, we interact with investors who have rapidly evolving expectations in what a digital experience should look like.

The age-old advice for real estate investing must evolve. It is true that in real estate the imperative is “location, location, location.” But now we must add to that mantra “liquidity, liquidity, liquidity.” It is time to modernize the real estate industry -- it’s time for tokenization.

For this next edition of our Fintech Luminaries series, meet Mark Contey, Chief Business Development Officer of LaSalle...

Wolters Kluwer Governance, Risk & Compliance (GRC) has signed an agreement to acquire eOriginal, a leading provider of cloud-based digital lending software, for approximately €231 million in cash.

It's hard to believe that 2021 is almost upon us - jarring actually - and I am certain that we ALL are hoping for a return to some level of normalcy next year. With that said, he American Institute of CPAs (AICPA) recently joined forces with the National CPA Financial Literacy Foundation to create a list of "21 for '21" financial resolutions, which we found quite clever.

Today, Brendan McConnell, Orion’s Executive Vice President of Enterprise and TAMP Products, explains how advisors and their clients can achieve success by leveraging technology to more directly serve their needs and goals with more personalized investment solutions...