Read about the latest in financial technology, or FinTech, innovation below.
Will AI Revolutionize Regtech? Part 3: If You Build It
Realize the value of building AI-driven fintech and regtech solutions and get practical advice for starting your own AI project.
Joot discusses FinTech with the Institute for Innovation Development: Part 2
Today, we discuss why more advisers don’t partner with FinTech, the current shortcomings of existing solutions, and some advice on how should approach vendor management.
Straight Talk: A Discussion with Divya Prashanth and Janine Miles
Meet our partners Divya Prashanth and Janine Miles of MySocialPulse and get their expert advice for leveraging AI and ML tech to manage RIA compliance.
Will AI Revolutionize Regtech? Part 2: It’s a Work in Progress
Discover how some financial services firms are currently leveraging artificial intelligence and machine learning in fintech and regtech.
Rise of the Machines, Part 2: Changing Portfolio Management
In Part 2, we dive deeper into the key adaptations of an investment advisor. Specifically, we look at how automation is changing portfolio management and what future portfolio managers should expect.
Joot Discusses FinTech with the Institute of Innovation Development: Part 1
Offline, Bill Hortz of the IID asked us a few questions about how we help our clients utilize technology and trends that we are seeing in the RIA space; we even talked about specific partnerships that we’ve had with our clients.
Will AI Revolutionize Regtech? Part 4: If You Do the Right Thing
Get advice for ethically developing and implementing AI projects that make work more fulfilling and build trust with your clients.