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
PFM-Wealth
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
Making the Stock Market Fun with Rapunzl Investments
SPONSORED CONTENT Too many people are never exposed to the stock market and the huge returns that come from investing. It’s easy to see why not: market trading can have a steep learning curve, and existing tools for learning have traditionally been dry and academically focused. That’s the problem Brian Curcio and Myles Gage set out to solve in co-founding Chicago-based Rapunzl … [Read more...] about Making the Stock Market Fun with Rapunzl Investments