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
Morningstar
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
Regulation Creates FinTech Opportunities
Regulators worldwide, but especially in the United Kingdom and Singapore, are starting to see themselves as FinTech change agents: they are working to define new regulatory regimes to fit today’s rapidly evolving financial products. FinTech startups and investors must pay close attention, according to speakers at the Morningstar FinTech Forum, held on May 24 in New York. New … [Read more...] about Regulation Creates FinTech Opportunities
A Golden Age of FinTech
Financial technology is heading into its next inflection point. The financial services industry’s last transformation, mobile and digital systems and apps, is morphing yet again into the age of platforms and machine learning. The FinTech revolution is evolving into a phase of innovation in which addressing customer needs, expectations, and preferences takes precedence over … [Read more...] about A Golden Age of FinTech
ICOs and BTC
THE WEEK IN FINTECH 12/18/17 Well, what else? There is other FinTech news in banking and payments, but capital markets got most of the FinTech attention in the last week. Even my favorite noncrypto FinTech story ended with a crypto note. Nearly 200 people attended the initial meeting of Chicago's FinTech Women (FTW), "The Future of FinTech is Female." It was a … [Read more...] about ICOs and BTC