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Summary: Matthew Wong, lead analyst at CB Insights for financial technology, spoke at his firm’s The Future of Fintech 2018 gathering Wednesday. He touched on several data points the wealth management industry and financial advisors should keep top-of-mind when thinking about the future and engaging with a growing younger client base.
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Summary: Two days of​ high-level talks with fintech experts, advisers, broker-dealers and custodians answered an important question for anyone looking for the perfect technology stack. It isn't out there.
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Summary: It’s no secret that there’s a talent shortage in the independent advisory industry. And this shortage is hitting the smaller advisory firms harder than their larger counterparts.
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Summary: The U.S. Fifth Circuit Court of Appeals issued a mandate Thursday, making effective its March 15th decision to void the DOL fiduciary rule. The rule effectively died on June 13, when the DOL allowed the deadline to appeal the aforementioned decision to the Supreme Court to pass. This inaction came as no surprise to most, given the Trump administration’s general hostility towards regulation in general and the rule in particular.
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Summary: If there was one theme that stood out at the CB Insights Future of Fintech conference in New York City this week, it's that financial technology startups still believe they can "disrupt" traditional financial services firms and improve everything from banking and credit to financial advice.
