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 ...

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 ...

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 ...

While artificial intelligence is seemingly everywhere, for financial advisors, it has mostly been relegated to making the menial back-office tasks of notetaking, email writing, agenda setting and ...

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 ...

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 ...

Big Tech firms are set to be excluded from access to a European Union (EU)-wide financial data-sharing initiative, in a boost to banks battling to retain market share. The rules, which are set to come ...