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Popcorn is a new paradigm for decentralized finance (DeFi) where yield-generating products simultaneously fund social impact beneficiaries at no additional cost to the user.

The impact of disrupted lives and lost income from COVID-19 will be with us for years to come, and the people who need the most help are often in no position to hire an advisor.

The global wealth management industry faces mounting pressures as client demographics shift, market competition increases and churn becomes more commonplace. In the coming years, younger generations will inherit most of the world’s wealth.

With inflation hovering at a 40-year high, BNPL is being looked to as the hero among consumers. One Brazilian digital bank fintech’s IPO was a hit on Wall Street. The CEO of Better.com could not have picked a worse way or time to announce layoffs. Meanwhile, Elon Musk is eyeing greener pastures.  

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.

When the market goes haywire or a client’s financial life is jolted by an unanticipated surprise, how do you help them stick to their plans? Their long-term goals might seem very far away during a difficult moment.

Capitalizing on the surging demand among high net worth investors for access to more sophisticated cryptocurrency asset management solutions, 3iQ Digital Assets, the U.S. subsidiary of Canada’s largest digital asset manager, launched a new digital asset separately managed account (SMA) and model portfolio solution, called Q-MAP.

The Thanksgiving holiday may be over, but there is a feast happening in the advisor tech space. Financial advisors have access to a new crypto index for retail investors. Retirements are up and so are client incomes. AI is powering more wealth management support functions. And firms are making acquisitions right up to the end of the year.  

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.

The wealth management industry is continuously evolving with digitalisation, mass amounts data and increasing numbers of new tools and platforms available.