Fintech’s prominent place in the advisory world was known in 2019, but among the many things made plain in 2020 was that tech is not just prominent, it is essential, and a keen grasp of technology is essential to the next stage of the market.
The sector has always been keyed in on by IN, but we have leaned further into it this year, launching our new Fintech for Advisers site, the TechSTACK$ podcast, and this issue’s special supplement, which represents our recognition of the need to bring more depth to the quality of ideas and insights you’ve come to expect from us.
This supplement, coordinated by deputy managing editor Sean Allocca, shows just how far the scope of tech now reaches.
Concerned about retail investors? Mark Schoeff Jr. covers Finra weighing in on the online brokerage apps on page 20.
Wondering what the GameStop hurly-burly means for the industry? Sean Allocca explains how the GameStop lawsuits are missing the point on page 18.
How are independents managing their tech? Nicole Casperson reports on how RIAs are leveraging turnkey asset management tech on page 18.
And we’ve brought in insights from beyond IN too.
Orion’s Eric Clarke explains why they are holding an in-person conference while serving those who participate remotely.
Finally, Andreas Roell shares how technology is shaping new asset management products.
Enjoy, and let us know what you think!
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
