September 27, 2022 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 …
Blog Posts
September 7, 2022 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 …
September 7, 2022 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 …
February 14, 2022 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 …
January 3, 2022 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 …
October 12, 2021 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 …
September 21, 2021 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 …
June 2, 2021 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 …
May 26, 2021 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 …
May 24, 2021 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 …