Biggest fintech innovations for 2019

How YCharts is innovating financial advice

February 07, 2019 | Runtime: 4:13

Advisers want to figure out ways to explain what they do in simpler form to clients. Dave Lubnik of YCharts tells how they can help.

Envestnet's Bergman: Three industry icons join forces for fintech launch

February 07, 2019 | Runtime: 6:24

Jud Bergman of Envesnet has joined forces with Bob Curtis and Edmond Walters to create a new fintech offering with advanced tax, legacy and estate planning capabilities. The answer could be among the most holistic offering the industry has seen.

The third wave of financial planning

February 07, 2019 | Runtime: 4:21

What can be done to help advisers embrace the next wave of financial advice. Advicent's CEO Angela Pecoraro has the answer.

Breakaway nightmares? How fintech can help

February 07, 2019 | Runtime: 4:13

The process of breaking away from a wirehouse can seem daunting, but firms like eMoney are helping create a soft landing. Hear one adviser's story of success.

Content is king (but advisers can rule the kingdom)

February 07, 2019 | Runtime: 5:39

Clients want information. Advisers want engagement. How can fintech at AdvisorStream make this all come together easily? Kevin Mulhern has the answers.

Inside the mind of next gen advisers

February 07, 2019 | Runtime: 3:28

What does the industry need to do to evolve for next gen advisers. A student from Utah Valley University offers his perspective.

Why doesn't the CFP Board grant credits for fintech?

February 07, 2019 | Runtime: 1:34

Advice industry experts Bob Veres and Joel Bruckenstein share their frustration with InvestmentNews over the lack of support for fintech education for financial advisers.

Morningstar's Kapoor: How advisers are using ESG data

February 07, 2019 | Runtime: 4:53

Advisers are helping clients invest in what matters to them, Morningstar CEO Kunal Kapoor tells InvestmentNews.

Solving complex system architecture

February 13, 2019 | Runtime: 3:40

What can advisers do to better systematize and integrate their tech stack? Oleg Tishkevich has launched invent.us to help.

The secret to working with next gen clients?

February 13, 2019 | Runtime: 3:12

Alan Moore of XY Planning says working with millennials isn't as difficult as some advisers make it sound. Here are three strategies for success.

 
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