By now, most financial advisors are acutely aware of the disruption presented by fintech companies in wealth management. Global investment in fintech topped $19 billion in 2015, and that number is ...

The future of investing isn’t about flashy features. It’s about building systems so solid that clients barely know they exist ...

Exactly how fintech will progress is a mystery, but we can anticipate some broad digital trends in wealth management. In one survey, for example, 75% of respondents had already tried a fintech ...

Yet, about four in 10 believe their customers are already conducting business with fintech companies, and six in 10 see wealth management activities at risk of moving to a fintech company.

As fintech continues its rapid evolution and the Web 3.0 era dawns, the wealth management industry is undergoing a profound transformation, presenting both opportunities and challenges. To explore ...

The idea around what is now called XSpot Wealth came in a small café in Knightsbridge, London, back in 2014. In a period of rapid regulatory changes, with MIFID I, and the discussions around MIFID II ...

There’s an age old question in wealth management and investment advice: Man or Machine. Today the battle has begun. Over the last six years, a related segment of FinTech that has received a lot ...

Brian Barnes, founder and CEO of M1 Finance on Monday delved into the integration of cryptocurrency into M1's platform, aligning it with the company's strategy of long-term wealth building rather ...

Innovations within FinTech are causing major changes to the dynamic between clients and wealth management providers. With technology as a driving force behind industry changes, understanding how ...

The TIFIN GROUP, a Fintech platform with 10 active operating firms for the asset and wealth management sector, revealed on Tuesday (April 20, 2021) that it finalized a $22.3 million Series B round.