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Fintech Corner (4/14/21)

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As firms have moved to work from home due to the pandemic, and regulators have swept in with new and rapidly changing requirements, compliance has become a financial and operational burden for many RIAs.

Fintech Corner (4/7/21)

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For financial advisory firms to get their technology up-to-date at an institutional level will require some form of data Rosetta stone. That’s where Practifi, a Sydney-based Australian fintech making inroads among U.S. wealth managers, can help, said Adrian Johnstone, the firm’s chief commercial officer.

A Look At Advisor-Facing Fintech From Three Different Vantage Points

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The world looks different depending on what level of advisor-facing fintech a company operates on.

Wealthtech Marketplace for Advisors

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The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...

Top 5 VC Deals of the Week in the Digital Wealth Sector (3/17/21)

We're back this week with FIVE $100M+ VC deals, and the top one - BlockFi - at $350M

Fintech Luminaries – Meet Adrian Johnstone of Practifi

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We’d like you to meet Adrian Johnstone, Chief Commercial Officer of Practifi, a business management platform that helps financial advisors unify their disparate tools, strengthen client relationships and scale their business.
Press Release 3

Skience and BankPlus Ink Agreement to Provide Industry-Leading Skience Platform to BankPlus Financial Advisors

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Skience, a leading financial services solution and consulting provider, today announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus, a regional bank with 79 locations and more than $4.7 billion in total assets serving customers across Louisiana, Mississippi and Alabama.

Fintech Luminaries – Meet Sanjeev Kumar of Skience

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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.
Press Release 1

Global Artificial Intelligence (AI) Industry

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The global market for Artificial Intelligence (AI) is projected to reach US$312.4 billion by the year 2027, trailing a post COVID-19 CAGR of 32.7% over the analysis period 2020 through 2027. Globally, over 567 AI start-up companies received investments in the first five months of the year 2020.
Press Release 1

Skience Hires Experienced Leaders to Meet the Digital Transformation Imperative

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Skience, the leading financial services solution and consulting provider, today announced it has hired two experienced business and technology professionals to meet the complex demands of the company's sophisticated financial services clientele and pursue new business opportunities in partnership with Salesforce.