Discovery Data’s Bob Skea on Finding Answers in Data and Technology
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Asset managers, wealth managers, insurance companies, and fintechs say they want data. But in reality, what they really want is answers.
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Fintech News Stories
A Tech-Infused Wealth Management Advisor Offering Human-Infused Advice
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Personal Capital offers a free dashboard where users can pull together all their financial accounts for a holistic view of their assets and liabilities. CEO Jay Shah discusses the company’s notable growth during the past 16 months.
Read MoreSupporting Human Wealth Managers in a Digital Age
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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 MoreR.I.P. Wall Street Robo-Advisors
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News of the robo-advisor’s death may be premature. But they’ll soon be under the same pressure to outperform the market as the humans they’re replacing.
Read MoreUsing Fintech to Empower People to Choose How to Live as They Age
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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 MoreDan Houlihan on Asset Owners’ In-Housing Investment Decisions
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The Head of Asset Servicing, Americas at Northern Trust discusses the trend toward bringing investment decisions in-house. The reasons relate to fees, controls, efficiencies, and investment performance. Funny, isn’t it, since those sound much like the rationale for outsourcing?
Read MoreRobo-Advisors Lose Luster
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Robo-advisors were once all the rage in the world of fintech and digital financial services. But has the luster worn off?
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