The future of wealth management operations
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Wealth management has stuck to a fairly traditional operational strategy since its genesis—emphasizing high-touch relationships, trust, and superlative service.
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Fintech News Stories
Wealth management and the regulatory landscape
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Like other financial sectors, wealth management has had to keep pace with rapidly changing regulations and geopolitical realities.
Read MoreProducts shaping the future of wealth management
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A range of products have helped democratize access to this crucial sector, and have upended how incumbents have had to do business, too.
Read MoreOptimizing retirement-focused fintech operations
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Operating a retirement-focused fintech involves far more than building and scaling wealth-building solutions.
Read MoreThe state of crypto-based retirement with Alto
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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 MoreMarketing retirement solutions to young consumers
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Highlighting the benefits of long-term financial strategies, and making finance accessible, are core components of the most successful initiatives.
Read MoreBringing estate planning into the digital age
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Part of Trust & Will’s product and growth strategy revolves around embedding itself within insurance platforms, and complementing their products and services.
Read MoreEmbedding financial wellness with Array
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Yesterday, Array announced the launch of Debt Manager, which offers real-time information on consumer debt.
Read MoreHow trading platforms have grown since the meme stock craze
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While the ultimate victims were retail traders who saw their savings wiped out, trading platforms also suffered major damage—both financial and reputational.
Read MoreAI and the future of financial advisors with Q.ai
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According to Jason Mountford, Trend Analyst at Q.ai, the use of artificial intelligence in the financial advisor space is “an untapped area.”
Read MoreHow regulation shapes financial-advisor fintech
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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 MoreMarketing fintech solutions to financial advisors
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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 MoreCloud computing as a product culture with Human Interest
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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 MoreWhat open banking means for fintech product development
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With regulatory changes impending, what can fintechs do to build out their products in open banking-friendly ways?
Read MoreHow aging workforces will shape fintech ops
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What happens as the median age of fintech founders and employees increases? How will that shape fintech writ large—especially fintechs’ operations?
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