In the last 20-years, robo-advisors have seen steady growth and many have reached significant scale. By using algorithms to build diversified portfolios based on investor goals and periodically rebalancing in a cost-effective and tax-efficient fashion, wealth management entrepreneurs have been … READ MORE
COMMENTS [ 0 ]Luckily for the burgeoning marijuana industry, we can’t all be as upstanding as Jeff Sessions, the author of this quote. Thirty-eight states, Washington D. C., Puerto Rico, and Guam have all legalized marijuana to at least an extent. A large majority of … READ MORE
COMMENTS [ 0 ]Headquartered in Paris, Societe Generale is the seventh largest bank in Europe and the 18th largest in the world. SocGen, as it’s known, has more than 130,000 employees serving 30 million customers in 61 countries. SocGen has a longstanding commitment to digital transformation, … READ MORE
COMMENTS [ 0 ]Data is critical to innovation in financial services, from testing new underwriting algorithms to sifting through government filings for sell signals, to training fraud detection models. But real-world data – and particularly consumer data – can be hard to come … READ MORE
COMMENTS [ 0 ]I follow roughly 165 active fintech (insurtech, regtech, etc.) startups headquartered in Greater Boston which, by my definition, runs from Portland to Providence and as far west as Springfield. The number hasn’t changed much since 2020 despite the higher-than-usual number … READ MORE
COMMENTS [ 0 ]It’s been a long time in coming, but many of the world’s largest asset managers, forward-thinking family offices, and individual investors are developing and implementing sustainable investment strategies that seek to couple competitive financial returns with wider environmental and social … READ MORE
COMMENTS [ 0 ]After a year off because of, well, you know, Boston FinTech Week is back. This fourth edition, brought to you once again by FinTech Sandbox, is running from September 28 – October 1, 2021. This year’s theme is Financial Services for Anyone, Anytime, Anywhere. … READ MORE
COMMENTS [ 0 ]Orum is creating financial infrastructure allowing for real-time money movement in the U.S. In its own words, “Orum’s API-based products will give enterprise customers unique funds-availability modeling, empowering them with the information required to shift to real-time payments, and enable access … READ MORE
COMMENTS [ 0 ]Founded in 2019, Orum is creating financial infrastructure allowing for real-time money movement in the U.S. In its own words, “Orum’s API-based products will give enterprise customers unique funds-availability modeling, empowering them with the information required to shift to real-time payments, and … READ MORE
COMMENTS [ 0 ]Could it provide affordable financial services for underserved families, and, at the same time, shore up its own financial footing? Bank branch closures are an ongoing phenomenon hitting rural and socioeconomically challenged communities particularly hard. So why not provide low-cost … READ MORE
COMMENTS [ 0 ]“I’m not even sure what I want, but that’s not the point – it’s that I want it now.”
“Whenever the old gives way to the new, everybody with vested interests in the old starts crying that the world will stop. There aren’t many people with vested interests in the new.”
“The reasonable man adapts himself to the world; the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man.”
“All you need in this life is ignorance and confidence, and then success is sure.”
I get hate mail about female funding.🧵
JP Morgan is making serious effort to develop a proprietary pay-by-bank capability (which would necessarily threaten its own not inconsiderable credit card revenue). https://on.ft.com/3rg9Wsf #Payments #fintech (@FT paywall)
Barclays may be tipped to take over a government contract to help UK tech start-ups overcome obstacles in their early years, currently held by Tech Nation, and some fintech folks are not happy. https://bit.ly/3E8h1Tk
"Dumb pipes have better margins and low overhead." Paraphrasing what @JoeFinTech68 says about #BaaS at #BFTW22.
New Q&A with Taylor Matthews, co-founder and CEO of Farther, a hybrid wealth management firm integrating live financial advisors with a sophisticated digital platform. https://bit.ly/3rk8SU4 #fintech #ESG #crypto #WealthManagement #wealthtech
