Fintech
Fintech
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The fintech veteran and NYC Fintech Women co-founder is doing it all, and wishes she could do more.
August 4 -
Just months removed from taking the reins of one of the fintech's new business lines, D'Auria joins the FP podcast to talk about what's next for the industry.
August 3 -
Customer experience has become integral during the pandemic and now underpins many strategic initiatives of wealth managers.
August 1 -
Plus, leadership changes at Riskalyze and a new strategic partnership for TIFIN Wealth
July 28 -
Alongside other firms recently disclosing major regulatory cases, the Swiss bank is cooperating with an investigation by the SEC and CFTC.
July 26 -
CogniCor will deliver AI-enabled solutions via Schwab's Provider Listings program, and an Ohio RIA is the first to get in on the new arrangement.
July 25 -
Plus, two leading technology management and cybersecurity firms join forces, and a fintech focused on the elderly rolls out new tools for advisors.
July 21 -
How might the metaverse change wealth management? Who knows. But the veteran consultant and digital transformation expert has some big ideas.
July 20 -
Plus, CFOs are feeling the pressure to automate and iCapital goes international.
July 14 -
Companies with diverse leadership are getting mere pieces of the VC pie. Here’s why changing that is good for everyone.
July 11 -
Plus, a new retirement tool from Income Lab and a fresh Envestnet deal.
July 8 -
Through monitoring, family communication and education, Carefull wants to support those managing the finances of aging loved ones.
July 7 -
Advisory firms are particularly vulnerable to data breaches, according to a recent Arizent survey, and proposed SEC rules mean they may no longer be able to react to cyberattacks with impunity.
July 7 -
A new Accenture study shows more than 80% of advisors believe AI will soon have a “direct, measurable and consistent impact” on client-advisor relationships.
July 1 -
Plus, a new partnership for Marstone and Facet Wealth adds to its award-winning team
June 30 -
The educational partnership gives RIAs complimentary access to a DACFP intro course.
June 30 -
J.P. Morgan senior executive Kelli Keough dissected the artificial opposition between digital tools and human advice at FP’s recent INVEST 2022 conference.
June 29 -
From growing interest among retail investors to their ability to unlock a new level of connection between advisors and clients, alternatives are anything but fringe.
June 27 -
Plus, Bank of America investing in an alternative investment platform, and Wealthramp helping advisors with fee calculations.
June 24 -
At FP’s INVEST conference, Julia Carreon and Aaron Klein explained how common misconceptions are clouding wealth managers’ visions for the future.
June 23
















