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Fintech Forum

Gadget Girl: The case of the million dollar word

For advisers and their clients, a plethora of numbers and data can be rather overwhelming. For today's case, Gadget Girl attempts to make sense of data aggregation, and she isn't afraid to use a taco to make it happen.

Gadget Girl: The case of the robo-advisory accomplice

Stereotypically, a lot of people think the only way advisers add value is through picking stocks, but is that really true? We chatted with advisers to see where they really add value and how a robo-platform can help you regain that focus

Gadget Girl: The case of regulatory risky business

How do advisers handle all of the headaches, hassles and challenges presented by the DOL fiduciary rule? The Gadget Girl turns to Riskalyze's Aaron Klein (and a special informant) for the answers.

Gadget Girl: How notifications can help advisers

Notifications are the next big thing from fin tech firms, but can they really help advisers? Eric Clarke of Orion walks us through this innovation. But at Orion, they don't walk, they run. Our Gadget Girl tries to keep up.

Gadget Girl: The case of improved integration

One of fin tech's favorite words is integration. But what is it and how can it really help advisers? Gadget Girl looks to solve the mystery.