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

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 ...

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 ...

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 ...

Goldman Sachs has raised price targets on these three blue-chip giants, including a top-performing Magnificent 7 stock.

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 ...

As retail investors increasingly expect comprehensive financial planning from their wealth advisors, a new report from Cerulli Associates suggests that technology –particularly artificial intelligence ...

Artificial intelligence in advisor tech is about to get very interesting. Several years after the AI tech boom, I believe we can lay to rest the fears that these tools will replace human financial ...

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 ...

The Financial Conduct Authority (FCA) has shut down 1,600 websites and 50 finance apps through the use of data and technology, as well as collaboration with big tech firms. With fintech increasing the ...