When it comes to whiskey, many pictures come to mind: a glass full of rich amber liquid; barrels aging in the rickhouse; distillers working in the moonlight while law enforcement closes in. It's an ...

Back in April 2018, Michael Kitces published the first “Financial Advisor FinTech Solutions Map” in its current form. That infamous map is of great help to firms and advisors reflecting on their tech ...

For many consumers, handling their finances—from building household budgets to evaluating big purchases to managing retirement savings—can be intimidating. With minimal time and a layperson’s ...

UBS analysts selected their top stocks from four technology subsectors – the following are from the “fin-tech” group. “Many of [technology’s] subsectors are seen as a leading indicator of innovation ...

Claude has expanded Claude for Financial Services with an Excel add-in, additional connectors to real-time market data and portfolio analytics, and pre-built Agent Skills. Generally, people are using ...

National bank collaborates with university to gain insights that can fuel innovation and financial access. Pathward®, N.A. and the Georgia Tech Financial Services Innovation Lab, housed in the ...

Calvin Hennick is a freelance journalist who specializes in business and technology writing. He is a contributor to the CDW family of technology magazines. Financial services companies are leveraging ...

Addleshaw Goddard recently hired Chris Tart-Roberts to build a financial services tech solutions team. Tart-Roberts started his career representing financial services firms and spent the past 12 years ...

As AI, cloud, and other technology investments soar, organizations have to make investment decisions with increased speed and clarity. Practices like FinOps, IT financial management (ITFM), and ...