AARP 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 MoreStart-ups tout so many metrics — other than, you know, profits. Number of customers, users, reach, influence, amount of Twitter followers, etc. Will the 2020s be the decade when start-ups pursue profitability over all else?
Read MoreCoal exit policies were announced by 18 of the world’s biggest insurers controlling more than 46% of the reinsurance market and in excess of 9.5% of the primary insurance market.
The Wall Street Journal took an interesting look at whether stock markets are too reliant on a small number of companies, specifically Apple and Microsoft.
Read MoreConsolidation continues to rise in the RIA industry. And further consolidation means trillions of dollars up for grabs.
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 NYSE’s crypto trading marketplace is off to a slow start.
Read MoreThe number of RIA firms is exploding. Organic growth is playing a role, but M&A is an even larger contributor to this trend.
Read MoreWe noticed an interesting story in Institutional Investor recently, on the unique trials and travails of Wall Streeters who also happen to be on the autism spectrum.
Read MoreRobo-advisors were once all the rage in the world of fintech and digital financial services. But has the luster worn off?
Read MoreHedge funds have long been closed off to the average retail investor. But so-called “hedge funds for the masses” — pooled funds that use hedge fund-like strategies — had been growing in recent years. That is, until now.
Read MoreSocial media may be the bane of society, but that doesn’t mean it doesn’t have uses in financial services.
Read MoreAfter several hyped IPOs failed to meet expectations, we’ll be watching this one closely to see how the market reacts.
Read MoreWith much doom and gloom predicted in the near future, advisers are hoping that comprehensive financial planning technology will make clients more “sticky” and less likely to pull money out of the market during a downturn.
Read MoreThe prevailing sentiment for years has been that tech tools in wealth management are primarily designed for the mass affluent. These are clients who don’t need to meet with an adviser regularly and can use automated digital services for much of their needs. But for high-net-worth clients, the human touch was still needed, the thinking went.exaggerated. Still, the old days of banks just plastering new branches everywhere as if they were billboards are surely over.
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.
