Part 3: FinTech 2021 and Beyond: What to Buy and Why

Part 3: FinTech 2021 and Beyond: What to Buy and Why

In part 1 and part 2 of this series, we featured Joel Bruckenstein’s interview in Baron’s magazine along with a report titled “Wealth and Asset Management 2022: The Path to Digital Leadership.” Both are reputable resources of information for advisors who are weighing...
Part 2: FinTech 2021 and Beyond: What to Buy and Why

Part 2: FinTech 2021 and Beyond: What to Buy and Why

Last week in Part 1: FinTech 2021 and Beyond: What to Buy and Why we featured an interview Joel Bruckenstein did with Baron’s magazine in a Q & A style interview regarding tech in the COVID era and what advisors should be thinking about adding to their tech stack-...
Part 1: FinTech 2021 and Beyond: What to Buy and Why

Part 1: FinTech 2021 and Beyond: What to Buy and Why

If you have not wrapped your head around the idea of building out your own tech stack, then brace for the integration transformations that are happening in the financial industry. These emerging technologies will impact everything that involves your client’s money and...