by Dan Luner | May 7, 2018 | Interesting Articles, News
With wealth management becoming increasingly digital, many within the industry still view this advancement as solely geared toward millennials. Much to the contrary, wealth management technology could serve Baby Boomers just as much as younger generations. Fox...
by Dan Luner | May 3, 2018 | Interesting Articles, News
How are wealth managers using emerging technologies to improve the user experience while cutting costs and boosting revenue? Between robos, artificial intelligence and data analytics, the wealth management industry in many ways is moving into uncharted territory. A...
by Dan Luner | Apr 27, 2018 | Interesting Articles, News
Unlike retail investors engaged in markets, the general population still doesn’t trust the financial services industry 10 years after the financial crisis. Yet, it appears that technology is one of the factors that has helped the financial services industry build...
by Dan Luner | Feb 28, 2018 | Interesting Articles
Earlier this month in Fort Lauderdale, Florida, students from across the nation competed in the inaugural student fintech competition at the T3 Advisors Conference. According to Financial Planning, the knowledge of fintech is becoming increasingly more important as,...
