Marketing retirement solutions to young consumers
/Highlighting the benefits of long-term financial strategies, and making finance accessible, are core components of the most successful initiatives.
Read MoreHighlighting the benefits of long-term financial strategies, and making finance accessible, are core components of the most successful initiatives.
Read MoreWith their sights set on regaining market share—and with banking operations under increasing scrutiny from regulators after bank failures in 2023—community banks are bound to undertake major operational overhauls in the coming years.
Read MoreAccording to Courtney Cardin, Aura’s Co-Founder, many US consumers can engage in high-awareness or high-acceptance practices, but often lack the ability to merge the two.
Read MoreWhile regulations have been slow to react to the meme stock craze, some key components to trading-platform ops have fundamentally changed over the past two years.
Read MoreIn the wake of the r/wallstreetbets fiasco, lawmakers rallied to make sense of the technology—as well as the laws—that made such volatile market behavior possible.
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 Sam Nofzinger, Public’s GM of Brokerage + Crypto, how user demographics change—and the extent to which these users mature—have hinged upon the kinds of trading platforms available to them.
Read MoreSarah Lamont is an Associate at F-Prime Capital, where she focuses on early-stage investments in fintech.
Read MoreIn an interview with The Financial Revolutionist, Team8 Partner Liran Amrany describes Team 8’s mission, makes the case for VCs building—rather than just giving money to—promising startups, and outlines the operational steps that make this investment strategy a success.
Read MoreAccording to Jessica Zall, Chief Marketing Officer at Percent, the startup is unique from other private-credit and fundraising platforms by bringing all three market participants together—underwriters, borrowers, and investors—and not just a subset thereof.
Read MoreAccording to Rex Salisbury, Founder and General Partner at Cambrian, capital and labor conditions make it a particularly promising time to invest in early-stage fintech startups.
Read MoreSharon Carothers leads the SensisHealth practice after two decades of consulting and leadership positions at The Lewin Group, American Legacy Foundation (now Truth Initiative), and Booz Allen Hamilton.
Read MoreAccording to Shawn Ellis, Managing Partner at Distributed Ventures, the marriage of fintech and healthcare can fundamentally alter how the medical sector operates and how patients navigate the healthcare space.
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 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.