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    <title>Innovation</title>
    <link>https://www.financial-planning.com/tag/innovation</link>
    <description>Innovation</description>
    <language>en-US</language>
    <pubDate>Tue, 16 Sep 2025 22:02:12 GMT</pubDate>
    <dc:date>2025-09-16T22:02:12Z</dc:date>
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    <item>
      <title><![CDATA[ The $80T Question: TradFi, Gen Z and the Pursuit of a Digital-Asset Wealth Strategy ]]></title>
      <link>https://www.financial-planning.com/leaders/the-80t-question-tradfi-gen-z-and-the-pursuit-of-a-digital-asset-wealth-strategy</link>
      <description><![CDATA[ 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  ]]></description>
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      <category><![CDATA[ On-Chain Finance ]]></category>
      <category><![CDATA[ Innovation ]]></category>
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      <category><![CDATA[ Fintech ]]></category>
      <pubDate>Tue, 16 Sep 2025 22:02:12 GMT</pubDate>
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      <dc:date>2025-09-16T22:02:12Z</dc:date>
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      <title><![CDATA[ What does true disruption and innovation look like in 2024? ]]></title>
      <link>https://www.financial-planning.com/leaders/neesha-hathi-managing-director-head-of-wealth-advice-solutions-at-charles-schwab-on-new-innovations-in-wealth-planning</link>
      <description><![CDATA[ What is digital disruption in 2024? Neesha Hathi, shares how Charles Schwab is taking innovation to the next level in wealth management  ]]></description>
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      <category><![CDATA[ Wealth management ]]></category>
      <category><![CDATA[ Innovation ]]></category>
      <pubDate>Thu, 12 Oct 2023 01:13:51 GMT</pubDate>
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      <dc:date>2023-10-12T01:13:51Z</dc:date>
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      <title><![CDATA[ The data behind ESG rankings: How to make investment decisions backed by numbers ]]></title>
      <link>https://www.financial-planning.com/leaders/The-data-behind-ESG-rankings-How-to-make-investment-decisions-backed-by-numbers</link>
      <description><![CDATA[ As more investors look to make portfolio allocations based on their values, we explore what ESG ratings can do — and what they can't.  ]]></description>
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      <category><![CDATA[ Wealth management ]]></category>
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      <category><![CDATA[ Corporate ethics ]]></category>
      <category><![CDATA[ Innovation ]]></category>
      <pubDate>Tue, 15 Feb 2022 15:00:19 GMT</pubDate>
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      <dc:date>2022-02-15T15:00:19Z</dc:date>
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      <title><![CDATA[ Bridging the future of finance: How Bitcoin is making its mark ]]></title>
      <link>https://www.financial-planning.com/leaders/bridging-the-future-of-finance-how-bitcoin-is-making-its-mark</link>
      <description><![CDATA[ Yan Zhao, President of NYDIG as she exploreshow Bitcoin is experiencing wider adoption in the traditional finance world, and why that is.  ]]></description>
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      <category><![CDATA[ Leaders ]]></category>
      <category><![CDATA[ Bitcoin ]]></category>
      <category><![CDATA[ Payday lending ]]></category>
      <category><![CDATA[ Disruptors ]]></category>
      <category><![CDATA[ Technology ]]></category>
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      <category><![CDATA[ Law and regulation ]]></category>
      <category><![CDATA[ Compliance ]]></category>
      <category><![CDATA[ Risk management ]]></category>
      <category><![CDATA[ Cryptocurrency ]]></category>
      <pubDate>Thu, 23 Dec 2021 16:54:11 GMT</pubDate>
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      <dc:date>2021-12-23T16:54:11Z</dc:date>
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      <title><![CDATA[ Mortgage lending trends to watch in 2022 ]]></title>
      <link>https://www.financial-planning.com/leaders/Mortgage-Lending-Trends-to-Watch-in-2022</link>
      <description><![CDATA[ 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.  ]]></description>
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      <category><![CDATA[ Innovation ]]></category>
      <category><![CDATA[ Biden Administration ]]></category>
      <category><![CDATA[ Coronavirus ]]></category>
      <category><![CDATA[ Editor's Pick ]]></category>
      <pubDate>Wed, 24 Nov 2021 13:38:44 GMT</pubDate>
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      <dc:date>2021-11-24T13:38:44Z</dc:date>
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      <title><![CDATA[ From popularity to profitability: How neobanks and Fintechs are catering to younger consumers ]]></title>
      <link>https://www.financial-planning.com/leaders/From-popularity-to-profitability-How-neobanks-and-Fintechs-are-catering-to-younger-consumers</link>
      <description><![CDATA[ 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.  ]]></description>
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      <pubDate>Fri, 01 Oct 2021 14:35:56 GMT</pubDate>
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      <dc:date>2021-10-01T14:35:56Z</dc:date>
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      <title><![CDATA[ The future of one-stop-shop for banking and finances ]]></title>
      <link>https://www.financial-planning.com/leaders/the-future-of-one-stop-shop-for-banking-and-finances</link>
      <description><![CDATA[ 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.  ]]></description>
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      <category><![CDATA[ Fintech ]]></category>
      <category><![CDATA[ Innovation ]]></category>
      <category><![CDATA[ Startup ]]></category>
      <pubDate>Mon, 30 Aug 2021 15:15:19 GMT</pubDate>
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      <dc:date>2021-08-30T15:15:19Z</dc:date>
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      <title><![CDATA[ Battle lines over cryptocurrencies being drawn in Congress ]]></title>
      <link>https://www.financial-planning.com/news/battle-lines-over-cryptocurrencies-being-drawn-in-congress</link>
      <description><![CDATA[ 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.  ]]></description>
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      <category><![CDATA[ Innovation ]]></category>
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      <category><![CDATA[ Senate Banking Committee ]]></category>
      <category><![CDATA[ Cryptocurrency ]]></category>
      <pubDate>Wed, 28 Jul 2021 01:00:00 GMT</pubDate>
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      <dc:creator>Neil Haggerty</dc:creator>
      <dc:creator>Hannah Lang</dc:creator>
      <dc:date>2021-07-28T01:00:00Z</dc:date>
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      <title><![CDATA[ The future of digital payments: which trends will rule in 2021 and beyond ]]></title>
      <link>https://www.financial-planning.com/leaders/the-future-of-digital-payments-which-trends-will-rule-in-2021-and-beyond</link>
      <description><![CDATA[ 2020 was the year of contactless payments and transactions. To keep up with this contactless way of business, every company and transaction had to undergo a digital transformation. Cash is no longer king and set to be the least common payment method worldwide by 2022. It'll be fascinating to see what the future of payment looks like as the security of digital payments and wallets improves. Our speakers take a closer look at the trends shaping the industry such as biometric authentication, QR codes, real-time and frictionless payments, NFC-based payment, and AI learning to prevent frauds and boost security.  ]]></description>
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      <category><![CDATA[ Future of Money and Payments ]]></category>
      <category><![CDATA[ Coronavirus ]]></category>
      <category><![CDATA[ Disruptors ]]></category>
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      <pubDate>Wed, 30 Jun 2021 19:50:52 GMT</pubDate>
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      <dc:date>2021-06-30T19:50:52Z</dc:date>
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      <title><![CDATA[ What Plaid is doing to make data-sharing safer ]]></title>
      <link>https://www.financial-planning.com/leaders/what-plaid-is-doing-to-make-data-sharing-safer</link>
      <description><![CDATA[ Building a safer ecosystem: Why transparency, controls, and partnerships will drive next era of financial services.  ]]></description>
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      <category><![CDATA[ Leaders ]]></category>
      <category><![CDATA[ Start-up funding ]]></category>
      <category><![CDATA[ Bitcoin ]]></category>
      <category><![CDATA[ M&A ]]></category>
      <category><![CDATA[ Payday lending ]]></category>
      <category><![CDATA[ Disruptors ]]></category>
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      <category><![CDATA[ Innovation ]]></category>
      <category><![CDATA[ Cryptocurrency ]]></category>
      <pubDate>Fri, 18 Jun 2021 14:16:29 GMT</pubDate>
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      <dc:date>2021-06-18T14:16:29Z</dc:date>
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      <title><![CDATA[ Rebooting innovation ]]></title>
      <link>https://www.financial-planning.com/research-report/rebooting-innovation</link>
      <description><![CDATA[ Despite decades of corporate talk and experimentation, digitization strategies remain largely piecemeal, unfocused, and ineffective. Is change finally coming?  ]]></description>
      <category><![CDATA[ Research ]]></category>
      <category><![CDATA[ Innovation ]]></category>
      <category><![CDATA[ Technology ]]></category>
      <pubDate>Tue, 01 Jun 2021 04:00:45 GMT</pubDate>
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      <dc:creator>Paul Centopani</dc:creator>
      <dc:date>2021-06-01T04:00:45Z</dc:date>
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      <title><![CDATA[ 10 best books for financial advisors ]]></title>
      <link>https://www.financial-planning.com/list/best-books-for-financial-advisors</link>
      <description><![CDATA[ From stock trading to innovation, here are the reads advisors can't put down.  ]]></description>
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      <category><![CDATA[ Practice management ]]></category>
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      <category><![CDATA[ Investment strategies ]]></category>
      <category><![CDATA[ Editor's Pick ]]></category>
      <pubDate>Tue, 18 May 2021 00:15:05 GMT</pubDate>
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      <dc:creator>Chana Schoenberger</dc:creator>
      <dc:date>2021-05-18T00:15:05Z</dc:date>
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      <title><![CDATA[ What's amazing in fintech now: Maria Gotsch, President and CEO, Partnership Fund for New York City ]]></title>
      <link>https://www.financial-planning.com/leaders/whats-amazing-in-fintech-now-maria-gotsch-president-and-ceo-partnership-fund-for-new-york-city</link>
      <description><![CDATA[ What are the most exciting trends in financial technology today, and which startups are poised to win?  ]]></description>
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      <category><![CDATA[ Leaders ]]></category>
      <category><![CDATA[ Fintech ]]></category>
      <category><![CDATA[ Innovation ]]></category>
      <pubDate>Tue, 11 May 2021 16:43:48 GMT</pubDate>
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      <dc:date>2021-05-11T16:43:48Z</dc:date>
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    </item>
    <item>
      <title><![CDATA[ Tech and the city: Attracting innovative companies and workers ]]></title>
      <link>https://www.financial-planning.com/leaders/tech-and-the-city-how-urban-areas-can-attract-the-companies-and-workers-that-drive-innovation</link>
      <description><![CDATA[ Juliet Weissman of New York City's Cornell Tech campus discusses the role of higher education and partnerships in luring startups and their workforces.  ]]></description>
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      <category><![CDATA[ Leaders ]]></category>
      <category><![CDATA[ Technology ]]></category>
      <category><![CDATA[ Innovation ]]></category>
      <category><![CDATA[ Partnerships ]]></category>
      <pubDate>Tue, 11 May 2021 02:24:25 GMT</pubDate>
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      <dc:date>2021-05-11T02:24:25Z</dc:date>
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    </item>
    <item>
      <title><![CDATA[ The FinTech Boom is Aimed at the Wrong Customer ]]></title>
      <link>https://www.financial-planning.com/leaders/the-fintech-boom-is-aimed-at-the-wrong-customer</link>
      <description><![CDATA[ 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.  ]]></description>
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      <category><![CDATA[ Leaders ]]></category>
      <category><![CDATA[ Start-up funding ]]></category>
      <category><![CDATA[ Bitcoin ]]></category>
      <category><![CDATA[ M&A ]]></category>
      <category><![CDATA[ Payday lending ]]></category>
      <category><![CDATA[ Disruptors ]]></category>
      <category><![CDATA[ Technology ]]></category>
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      <category><![CDATA[ Innovation ]]></category>
      <category><![CDATA[ Cryptocurrency ]]></category>
      <pubDate>Thu, 15 Apr 2021 20:59:42 GMT</pubDate>
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      <dc:date>2021-04-15T20:59:42Z</dc:date>
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    <item>
      <title><![CDATA[ ‘There will be hundreds of fintech failures’ ]]></title>
      <link>https://www.financial-planning.com/news/there-will-be-hundreds-of-fintech-failures</link>
      <description><![CDATA[ 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.  ]]></description>
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      <category><![CDATA[ Innovation ]]></category>
      <category><![CDATA[ Fintech ]]></category>
      <category><![CDATA[ Community banking ]]></category>
      <category><![CDATA[ Digital banking ]]></category>
      <category><![CDATA[ Digital Banking 2020 ]]></category>
      <category><![CDATA[ Women in Banking ]]></category>
      <category><![CDATA[ INVEST West 2020 ]]></category>
      <pubDate>Mon, 06 Jul 2020 16:05:39 GMT</pubDate>
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      <dc:creator>Penny Crosman</dc:creator>
      <dc:date>2020-07-06T16:05:39Z</dc:date>
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    </item>
    <item>
      <title><![CDATA[ How to apply for the Visionary Leader Awards ]]></title>
      <link>https://www.financial-planning.com/news/nominations-for-financial-plannings-visionary-leader-awards</link>
      <description><![CDATA[ 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.  ]]></description>
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      <category><![CDATA[ Financial planning ]]></category>
      <category><![CDATA[ RIAs ]]></category>
      <category><![CDATA[ Innovation ]]></category>
      <category><![CDATA[ Practice management ]]></category>
      <category><![CDATA[ Professional development ]]></category>
      <category><![CDATA[ Retirement planning ]]></category>
      <category><![CDATA[ Tax strategies ]]></category>
      <category><![CDATA[ Fintech ]]></category>
      <category><![CDATA[ Coronavirus ]]></category>
      <category><![CDATA[ Visionary Leader Awards ]]></category>
      <pubDate>Thu, 23 Apr 2020 15:51:47 GMT</pubDate>
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      <dc:creator>Chelsea Emery</dc:creator>
      <dc:date>2020-04-23T15:51:47Z</dc:date>
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      <title><![CDATA[ Tech innovation in the time of coronavirus ]]></title>
      <link>https://www.financial-planning.com/opinion/tech-innovation-for-advisory-firms-in-the-time-of-covid-19</link>
      <description><![CDATA[ For firms that haven't recently updated their capabilities, the next few months will be a rough wake-up call.  ]]></description>
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      <category><![CDATA[ Coronavirus ]]></category>
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      <category><![CDATA[ Client communications ]]></category>
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      <category><![CDATA[ Client retention ]]></category>
      <pubDate>Tue, 17 Mar 2020 17:36:39 GMT</pubDate>
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      <dc:creator>Douglas Fritz</dc:creator>
      <dc:date>2020-03-17T17:36:39Z</dc:date>
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      <title><![CDATA[ Leaders honored for innovation  ]]></title>
      <link>https://www.financial-planning.com/research-report/asset-management-leaders-honored-by-nicsa-for-innovation</link>
      <description><![CDATA[ For its annual NOVA awards, NICSA recognized asset managers and executives for operational excellence and product development.  ]]></description>
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      <category><![CDATA[ Operations ]]></category>
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      <category><![CDATA[ C-suite ]]></category>
      <category><![CDATA[ Money Management Executive ]]></category>
      <pubDate>Mon, 07 Oct 2019 15:19:25 GMT</pubDate>
      <guid isPermaLink="false">0000016d-a6c8-de3c-a7ed-e6eb54b50001</guid>
      <dc:date>2019-10-07T15:19:25Z</dc:date>
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