Optimizing retirement-focused fintech operations
/Operating a retirement-focused fintech involves far more than building and scaling wealth-building solutions.
Read MoreOperating a retirement-focused fintech involves far more than building and scaling wealth-building solutions.
Read MoreThe FR interviews Eric Satz, Founder & CEO of Alto, on how the shifting legal status of crypto has affected its use in retirement products.
Read MoreHighlighting the benefits of long-term financial strategies, and making finance accessible, are core components of the most successful initiatives.
Read MorePart of Trust & Will’s product and growth strategy revolves around embedding itself within insurance platforms, and complementing their products and services.
Read MoreYesterday, Array announced the launch of Debt Manager, which offers real-time information on consumer debt.
Read MoreWhile the ultimate victims were retail traders who saw their savings wiped out, trading platforms also suffered major damage—both financial and reputational.
Read MoreAccording to Jason Mountford, Trend Analyst at Q.ai, the use of artificial intelligence in the financial advisor space is “an untapped area.”
Read MoreThough financial advisors have existed in various forms over the centuries—as accountants, lawyers, bankers, and others—the financial planning field has, since its genesis, been a standardized and compliance-oriented space.
Read MoreDespite the growing popularity of robo-advisors like Wealthfront as well as the proliferation of other automated tools to manage consumers’ wealth, the financial-advisor space is poised to grow 15% by 2031—a sizeable increase for a job that already hires more than 300,000 people in the US alone.
Read MoreAccording to Abhi Mishra, CTO at Human Interest, part of Human Interest’s work is to ensure that retirement benefits don’t distract SMBs from their core work, especially since these businesses are often overburdened to begin with.
Read MoreWith regulatory changes impending, what can fintechs do to build out their products in open banking-friendly ways?
Read MoreWhat happens as the median age of fintech founders and employees increases? How will that shape fintech writ large—especially fintechs’ operations?
Read MoreClimate-focused fintechs have seen investment and interest in their products scale significantly over the past ten years. This subsector raised more than $1.2B in 2021—and, despite medium-term headwinds, will no doubt continue to grow.
Read MoreRachel Lauren, Debbie’s Co-Founder and COO, framed debt as a headwind that’s growing in strength, and a potentially paralyzing one at that. Many people who have accumulated debt don’t know where to begin when it comes to changing their financial conditions.
Read MoreFidelity Investments announced that it’s launching employer-sponsored 401(k) plans that invest in Bitcoin. Fidelity administers retirement plans for approximately 23,000 businesses and manages over $11T in assets.
Read MoreThe Financial Revolutionist is weekly newsletter and blog focused on the torrid pace of financial innovation. Today, thanks to the exponential rate of technological change, explosion in global trade and new regulations ushered in by the Great Financial Crisis, a new financial revolution is under way. In this battle, virtually every aspect of the greater financial services sector is subject to rigorous challenge. With the Financial Revolutionist, we are aspiring to create a boots-on-the-ground and highly opinionated assessment of important financial innovation developments in the past week.