AI is changing everything—especially when it comes to how the C-suite evaluates financial technology investments.

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...

For many consumers, handling their finances—from building household budgets to evaluating big purchases to managing retirement savings—can be intimidating. With minimal time and a layperson’s ...

Discover how financial innovation reshapes investing, banking, and payment systems with examples like crowdfunding and mobile banking technology.

Back in April 2018, Michael Kitces published the first “Financial Advisor FinTech Solutions Map” in its current form. That infamous map is of great help to firms and advisors reflecting on their tech ...

UBS analysts selected their top stocks from four technology subsectors – the following are from the “fin-tech” group. “Many of [technology’s] subsectors are seen as a leading indicator of innovation ...

Calvin Hennick is a freelance journalist who specializes in business and technology writing. He is a contributor to the CDW family of technology magazines. Financial services companies are leveraging ...

We’ve got some interesting AI headlines this month that appear to be the real beginning of a broader transformation of our industry. In addition, marketing is a hot topic because organic growth ...

Addleshaw Goddard recently hired Chris Tart-Roberts to build a financial services tech solutions team. Tart-Roberts started his career representing financial services firms and spent the past 12 years ...