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Michael Kitces: The Latest In Financial Advisor FinTech — July 2018

by admin | Jul 2, 2018 | News

Welcome to the July 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and …Powered by...

SEC wants companies to file machine-readable financial data

by admin | Jul 2, 2018 | News

The Securities and Exchanges Commission will begin requiring companies to report financial data in machine-readable format … commission’s effort to use developments in structured disclosure technology to lower costs borne by filers and...

Lessons from Distributed Ledger Technology and the Future of Banking

by admin | Jul 2, 2018 | News

It’s no secret distributed ledger technologies (DLT) have been front-of-mind for financial institutions examining solutions to existing problems in institutional and retail banking. While blockchain technology is still a greenhorn in the wilderness of …Powered...

Why Ant Financial-backed Dana may struggle to catch up with other Indonesian payments apps

by admin | Jun 29, 2018 | News

Ant Financial, which has risen to become one of the world’s biggest private tech firms with a reported valuation of US$150 billion, is best known for its digital payments platform Alipay. But the Alibaba unit is sitting on a treasure trove of data that …Powered...

Top Financial Firm Offers Advice on Becoming the Financial Advisor Everyone Wants

by admin | Jun 29, 2018 | News

It takes the same amount of time to manage a large account as a small one—especially in an industry that embraces technology the way the financial industry has. Business services must evolve just like any other and companies like Ploutos Wealth are now …Powered...
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