The financial services industry is undergoing a dramatic transformation, compelling financial advisors to rethink how they manage client relationships, integrate technology, and deliver value. At the ...

For many consumers, handling their finances—from building household budgets to evaluating big purchases to managing retirement savings—can be intimidating. With minimal time and a layperson’s ...

In today’s rapidly evolving business landscape, technology is not just a tool—it’s a transformative force reshaping financial processes and asset management. From IoT to artificial intelligence (AI), ...

UBS analysts selected their top stocks from four technology subsectors – the following are from the “fin-tech” group. “Many of [technology’s] subsectors are seen as a leading indicator of innovation ...

Back in April 2018, Michael Kitces published the first “Financial Advisor FinTech Solutions Map” in its current form. That infamous map is of great help to firms and advisors reflecting on their tech ...

While artificial intelligence is seemingly everywhere, for financial advisors, it has mostly been relegated to making the menial back-office tasks of notetaking, email writing, agenda setting and ...

The Financial Conduct Authority (FCA) has shut down 1,600 websites and 50 finance apps through the use of data and technology, as well as collaboration with big tech firms. With fintech increasing the ...

Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look ...

Addleshaw Goddard recently hired Chris Tart-Roberts to build a financial services tech solutions team. Tart-Roberts started his career representing financial services firms and spent the past 12 years ...