What’s the future of human wealth managers in an age of passive investing, ETFs, and robo advisors? Joe Mrak, global head of wealth management at Refinitiv, says data and analytics will allow the next generation of tech-savvy wealth managers to add value and remain relevant.
Read MoreAARP is concerned about the financial well-being of people as they age, but that goes beyond Social Security and Medicare to include fintech and healthtech. Senior Vice President of Innovation and Product Development Andy Miller shares how AARP partners with start-ups and also develops products internally.
Read MoreThe start-ups work 1:1 with one or more partners to tackle specific challenges facing the financial services industry, from intelligent payment processing to personalized financial planning.
Read MoreWe’ve heard a lot about socially responsible investing in recent years. The big question has been: Will socially responsible investing generate the same returns as a traditional investment portfolio?
Read MoreThe Financial Revolutionist is weekly newsletter and blog focused on the torrid pace of financial innovation. Today, thanks to the exponential rate of technological change, explosion in global trade and new regulations ushered in by the Great Financial Crisis, a new financial revolution is under way. In this battle, virtually every aspect of the greater financial services sector is subject to rigorous challenge. With the Financial Revolutionist, we are aspiring to create a boots-on-the-ground and highly opinionated assessment of important financial innovation developments in the past week.
