Christian Hollar is a recent graduate of Duke's Master of Engineering in Fintech program. He said the field offers growth and ...

With a comprehensive portfolio of marketplace technology, surveillance, risk management and regulatory reporting capabilities, the Financial Technology business is established to be a platform ...

Financial tech eliminates costly data entry. I began my career working for a small public accounting firm that specialized in accounting, auditing and taxes. Clients paid $165 per hour for us to ...

Two financial advisors and a financial technology entrepreneur explained how the usage of the tools disproves what is often seen as an either-or decision.

Pinnacle Financial Partners and Synovus Financial have agreed to merge in an $8.6 billion all-stock deal, forming one of the ...

Financial advisors face a tech-driven transformation. Learn how to navigate client expectations and leverage AI while maintaining the human touch. Discover insights from industry expert Jason Pereira.

Indeed, financial technology is growing at a healthy clip, with a whopping $112 billion invested in the space in 2018, according to an industry report from consulting firm KPMG.

Below are more highlights from Financial Planning’s 2021 Technology Survey. Methodology: This research was conducted online during May 2021 among 351 financial advisors.

LPL Financial LLC, a prominent wealth management firm, has announced major updates to its financial technology and investment solutions in the first quarter of 2025, demonstrating its commitment ...

I also created it because I realized that financial services are highly fragmented, so tech executives might use multiple advisors—such as a CPA, CFP and wealth manager—to organize their ...

OneConnect Financial Technology Co Ltd ( ($HK:6638) ) has issued an update. OneConnect Financial Technology Co., Ltd. has announced updates ...