Innovation

Nancy Beaton, President of Uphold U.S. and CRO/CMO of Uphold Ambre Soubiran, CEO, Kaiko Raghav Chopra, Managing Partner, Tephra Digital Moderator: Holly Sraeel

What is digital disruption in 2024? Neesha Hathi, shares how Charles Schwab is taking innovation to the next level in wealth management

As more investors look to make portfolio allocations based on their values, we explore what ESG ratings can do — and what they can't.

Yan Zhao, President of NYDIG as she exploreshow Bitcoin is experiencing wider adoption in the traditional finance world, and why that is.

The home buying process has undergone significant changes. The pandemic has profoundly altered the mortgage lending market. The continuation of remote work, relocation out of key urban areas, a growing preference for online possibilities, and the deployment of artificial intelligence applications are only a few trends that are shaping the industry. Join Heidi Patalano, Editor-in-Chief of National Mortgage News and Beth O'Brien, Founder and CEO of CoreVest Finance as they discuss how lenders can stay competitive and meet the needs of home buyers in the fast evolving mortgage business.

Neobanks and Fintechs have raised the bar in terms of client experience and expectations, forcing incumbents to break free and innovate. Now they are coming after the next generation, launching next-gen youth-focused offerings. Europe is leading this charge with nearly half of the startups based in the region. With the increased popularity and competition how are these neobanks finding different ways to market and monetize? In this session hear from Taylor Burton, co-founder of Till Financial on why there is a race to capture the next generation and how Fintechs like Till Financial is turning is a popular trend into a profitable business.

Dave banking app originally created to do away with overdraft charges has taken the industry by storm. It's on a mission to advance financial opportunities for all Americans. Join Penny Crosman, Executive Editor of American Banker and Jason Wilk, CEO and Co-Founder of Dave as they talk about how this app is changing the way people manage their money and what’s in store for the future of one-stop-shops for finances.

A Senate hearing highlighted the two parties' starkly different views of digital assets, with Democrats warning of price manipulation and Republicans saying the government should just get out of the way.

Building a safer ecosystem: Why transparency, controls, and partnerships will drive next era of financial services.

Despite decades of corporate talk and experimentation, digitization strategies remain largely piecemeal, unfocused, and ineffective. Is change finally coming?

From stock trading to innovation, here are the reads advisors can't put down.

What are the most exciting trends in financial technology today, and which startups are poised to win?

Juliet Weissman of New York City's Cornell Tech campus discusses the role of higher education and partnerships in luring startups and their workforces.

An interactive dialogue with Founder and CEO of NorthOne on the fintech industry, the growing needs of challenger banks, and the future of SMB banking.

Jane Gladstone, new president of Promontory Interfinancial Network, says the recession will accelerate the shakeout among the nonbank disruptors and that small banks have an opportunity to forge new bonds with the survivors.

Find more information and the nomination form for Financial Planning's recognition of people, leaders and firms that have demonstrated innovation in response to the coronavirus pandemic.

For firms that haven't recently updated their capabilities, the next few months will be a rough wake-up call.

For its annual NOVA awards, NICSA recognized asset managers and executives for operational excellence and product development.