The future of wealth management operations

The future of wealth management operations

Wealth management has stuck to a fairly traditional operational strategy since its genesis—emphasizing high-touch relationships, trust, and superlative service.

Read More

Wealth management and the regulatory landscape

Wealth management and the regulatory landscape

Like other financial sectors, wealth management has had to keep pace with rapidly changing regulations and geopolitical realities.

Read More

Products shaping the future of wealth management

Products shaping the future of wealth management

A range of products have helped democratize access to this crucial sector, and have upended how incumbents have had to do business, too.

Read More

Optimizing retirement-focused fintech operations

Optimizing retirement-focused fintech operations

Operating a retirement-focused fintech involves far more than building and scaling wealth-building solutions.

Read More

The state of crypto-based retirement with Alto

The state of crypto-based retirement with Alto

The FR interviews Eric Satz, Founder & CEO of Alto, on how the shifting legal status of crypto has affected its use in retirement products.

Read More

Marketing retirement solutions to young consumers

Marketing retirement solutions to young consumers

Highlighting the benefits of long-term financial strategies, and making finance accessible, are core components of the most successful initiatives.

Read More

Bringing estate planning into the digital age

Bringing estate planning into the digital age

Part of Trust & Will’s product and growth strategy revolves around embedding itself within insurance platforms, and complementing their products and services.

Read More

Embedding financial wellness with Array

Embedding financial wellness with Array

Yesterday, Array announced the launch of Debt Manager, which offers real-time information on consumer debt.

Read More

How trading platforms have grown since the meme stock craze

How trading platforms have grown since the meme stock craze

While the ultimate victims were retail traders who saw their savings wiped out, trading platforms also suffered major damage—both financial and reputational. 

Read More

AI and the future of financial advisors with Q.ai

AI and the future of financial advisors with Q.ai

According to Jason Mountford, Trend Analyst at Q.ai, the use of artificial intelligence in the financial advisor space is “an untapped area.”

Read More

How regulation shapes financial-advisor fintech

How regulation shapes financial-advisor fintech

Though financial advisors have existed in various forms over the centuries—as accountants, lawyers, bankers, and others—the financial planning field has, since its genesis, been a standardized and compliance-oriented space.

Read More

Marketing fintech solutions to financial advisors

Marketing fintech solutions to financial advisors

Despite the growing popularity of robo-advisors like Wealthfront as well as the proliferation of other automated tools to manage consumers’ wealth, the financial-advisor space is poised to grow 15% by 2031—a sizeable increase for a job that already hires more than 300,000 people in the US alone.

Read More

Cloud computing as a product culture with Human Interest

Cloud computing as a product culture with Human Interest

According to Abhi Mishra, CTO at Human Interest, part of Human Interest’s work is to ensure that retirement benefits don’t distract SMBs from their core work, especially since these businesses are often overburdened to begin with.

Read More

What open banking means for fintech product development

What open banking means for fintech product development

With regulatory changes impending, what can fintechs do to build out their products in open banking-friendly ways? 

Read More

How aging workforces will shape fintech ops

How aging workforces will shape fintech ops

What happens as the median age of fintech founders and employees increases? How will that shape fintech writ large—especially fintechs’ operations?

Read More