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
PFM-Wealth
New Solutions to Old Problems in Today’s WealthTech Ecosystem
Aligning business with technology can be daunting. The ever-present drumbeat of advancement can be hard to keep up with, particularly in the face of institutional inertia. But, implemented well, FinTech represents a real opportunity for all financial businesses big and small to not only keep ahead of client and shareholder expectations, but to meet them more easily. Speakers … [Read more...] about New Solutions to Old Problems in Today’s WealthTech Ecosystem
Planning for Health Risks
Seasoned advisors may find that while they work hard making client’s money, if they don’t plan for specific health risks, the clients have nothing left in their bank accounts for wealth. With Genivity, the client and advisor can plan for a bright future. Some want this future to be full of widespread travel, others wish to have ample time to play with their grandchildren. … [Read more...] about Planning for Health Risks
The FinTech Ultimatum
FINTECH ARTICLES OF THE WEEK 03/18/16 This week's kicker comes from Institutional Investor, which gives yet another warning to banks to pay attention to the FinTech revolution, in all aspects of its business. Indeed, B2B FinTech looks to be gaining some traction. This week's report contains articles covering small-business retirement and wealth management and the interest in … [Read more...] about The FinTech Ultimatum