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FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?
Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...
FINTECH VIEWS: Could Risk Tolerance Technology Be the Key to Stronger Client Relationships?
Prominent industry juggernauts are bringing risk tolerance squarely into the financial planning conversation from its prior position as a compliance afterthought.
FINTECH VIEWS: Salesforce Integration – Harnessing the Power of Wealthtech
Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.
Top 5 VC Deals of the Week in Fintech (7/8/24)
A Different Game
2024 is shaping up to be a positive for startups, according to data provided by CB Insights on deals...
FINTECH VIEWS: Why Financial Advisors Have to Be Estate Planning Heroes
With myriad benefits to advisors – including building stronger client relationships, connecting with the next generation, and the possibility of bringing held-away assets under their purview – why do so many advisors avoid estate planning conversations with clients?
Top 5 VC Deals of the Week in Fintech (7/1/24)
Automation, AI, what comes next?
There isn't any industry that AI isn't impacting; AI touches everything from vision exams to robotics, mental...
Top 5 VC Deals of the Week in Fintech (6/25/24)
The British are coming! The British are coming!
We're terribly sorry, but since this week's top 5 list includes two UK companies,...
FINTECH VIEWS: How Technology Is Propelling Success in Multi-Family Offices
Recent Federal Reserve data indicates that the top 10% of families account for almost three-quarters of U.S. wealth. These affluent families have complex wealth management
needs.
Top 5 VC Deals of the Week in Fintech (6/18/24)
Bank VCs and Startups: A match made in ____?
More and more banks are lending to startups- an action previously avoided in...
FINTECH VIEWS: Selling Your Financial Practice
By Kristen Grau, CPA, CVA, CEPA, Executive Vice President
More than a third of financial advisors managing 40% of industry assets are projected to retire by...