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Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai

Inflation might be in the air, but that hasn’t stopped American consumers from shopping online and at physical stores this holiday season in a rush to beat the supply chain blues. BNPL has come into its own in 2021.  Mastercard and Visa both have their sights set on digital payments. Credit unions want more control over their crypto holdings. And billionaire tech entrepreneur Jack Dorsey is stirring the pot in the VC community. 

For our latest Fintech Luminaries feature, we'd like you to meet rising fintech star Nick Kim of Vestigo Ventures, an early-stage venture capital firm based in Cambridge, Massachusetts, that invests in companies within the FinTech industry.

As advisors gear up for 2022, wealthtech firms are busier than ever with hiring talent, M&A, raising capital, launching mobile apps and charitable giving. 

The role of an advisor has shifted in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has quickly become commoditized in our industry.

ed AI-enabled digital assistant platform provider for the wealth management and insurance industries, CogniCor, recently launched a first of its kind “knowledge graph” for the wealth management industry to support its range of digital assistants. This new product gives AI-enabled digital assistants context and background information to support RIAs and IBDs, enabling the assistants to learn quickly and integrate seamlessly into firms’ operations, according to the company’s release.

Everyone should have the ability to invest in the best real estate opportunities, but few do. But there are some companies on the fintech frontier that are working to change that, including CalTier.

Many firms found themselves switching to digital forms of engagement almost overnight, and further discovered that their efforts left investors underwhelmed

As a financial advisor, finding a roster of great clients is only worthwhile if you can retain them for years to come. With churn at a minimum and a steady group of clients to work with month after month, you can perform up to your full potential.

CalTier, a private real estate crowdfunding investment specialist, has built an alternative investing platform that can be accessed by nearly any investor even from their cell phone.