Fintech
Advisors
Financial advisory firms tend to be slow at adopting technology. As recently as 2018, the majority of firms didn’t have basic ...
Ryan Gunn
January 18, 2020
Fintech
Advisors
While the financial industry as a whole is rather quick to adapt to the digital age, not all segments of the industry are equally ...
Ryan Gunn
November 7, 2019
Advisors
Advisors could be in trouble. Over the next 25 years, baby boomers are expected to pass $68 trillion on to their children in the ...
Ryan Gunn
October 16, 2019
Alternatives
Fintech
Advisors
Custodians compete over advisors who manage the approximately $46 trillion in invested assets in the United States. But not all ...
Ryan Gunn
September 20, 2019
Fintech
Altigo
Investments into alternative assets have historically been a slow and manual process, with documents mailed or faxed between ...
Ryan Gunn
September 18, 2019