AI in finance, from wealth management to instant payments and beyond, is a balance between innovation and ethical database. Whether it's revolutionizing how advisors interact with clients or making personalized credit accessible, the integration of AI is sparking innovation across the fintech and banking sectors. But with great power comes great responsibility—particularly when … [Read more...] about FinTech Rising Weekly: The AI Revolution in Finance
PFM-Wealth
Wealth Technology that Personalizes Portfolios
You can choose what you want to watch, listen to, and buy whenever you want, reflecting your tastes and values in your choices. We’re on the same track with our investment decisions. Product providers are advising investment advisors on how they can use technology to retain their trusted positions with clients. “Clients today want investments aligned with their values,” said … [Read more...] about Wealth Technology that Personalizes Portfolios
Three FinTech Themes in Payments, Wealth, and Crypto
The top three FinTech categories I follow provided insights into three themes marking the evolution of markets and money: The high cost of U.S. payments, especially for low-income people. The development of new software tools that make it easier for retail and institutional investors to reach their financial goals. The ongoing drama unfolding as crypto-finance … [Read more...] about Three FinTech Themes in Payments, Wealth, and Crypto
ESGs: Investing with Impact
Many investors may never have heard the term ESG, but in terms of what it stands for, it’s exactly what an overwhelming number of them are looking for from their portfolios. It’s more than just the latest FinTech trend – in fact, it’s been around for decades, under a variety of names from Socially Responsible Investing in the 90s to a host of others, but behind all the jargon … [Read more...] about ESGs: Investing with Impact
Where Health and Wealth Converge: Building New Solutions For Consumer Well-Being
The global pandemic, through necessity, has continued to drive digital innovations throughout almost all industries. But some changes are more revolutionary than others, and in looking at health and wealth management, new datasets and new business models are changing the way advisors and providers look to help individuals and employers alike, providing optimized solutions for … [Read more...] about Where Health and Wealth Converge: Building New Solutions For Consumer Well-Being
A New Era For FinTech
As Covid-19 continues to impact almost every aspect of life and business, the question of how it has and will continue to reshape Fintech has been a major concern for industry members. Speakers at a recent Tech In Motion webinar took time to examine the issue, and while the answers are complex, the ultimate thesis is simple enough: this is a new era for the industry, and the … [Read more...] about A New Era For FinTech