Search Results for: robo-advisors

Featured Fintech Investment Services Investments Technology

Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
TrendSpider Launches AI Strategy Lab to Empower Investors to Build Custom AI-Powered Trading Models with Ease
Artificial Intelligence News Trading

TrendSpider Launches AI Strategy Lab to Empower Investors to Build Custom AI-Powered Trading Models with Ease

PR Newswire
by PR Newswire0
AI Strategy Lab empowers investors to seamlessly create and refine custom AI trading strategies that help identify the best time to enter trades with an optimized risk/reward profile – without a computer science degree TrendSpider, a leading developer of cloud-based market research and trading software for active investors, announced the......
Featured Finance Fintech Risk Management Security

The Impact of Real-Time Data Integration on Financial and Insurance Industry Analytics

Fintech Staff Writer
by Fintech Staff Writer0
Data has become a crucial asset for driving decision-making, risk management, and customer experience. One of the most transformative advancements in recent years is the adoption of real-time data integration. This technology enables businesses to consolidate and analyze data from multiple sources instantaneously, allowing for more responsive and accurate insights.......
Business Featured Finance Fintech

How Financial Services Marketing Has Evolved?

Fintech Staff Writer
by Fintech Staff Writer0
Financial services marketing refers to the strategic activities employed by financial institutions to promote their products and services to customers and prospects. It encompasses a wide range of marketing tactics tailored specifically for the financial sector, such as banks, insurance companies, investment firms, and credit unions.  The objective of financial......
Survey Reveals New Era of Financial Independence as Millennials Seek to Redefine Retirement
Finance Fintech News

Survey Reveals New Era of Financial Independence as Millennials Seek to Redefine Retirement

Fintech News Desk
by Fintech News Desk0
The study, which marks a new understanding of retirement planning’s shifting paradigms, surveyed millennials nationwide, shedding light on the evolving attitudes and behaviors surrounding their retirement readiness, retirement confidence, and consumer debt.  A new survey commissioned by IRALOGIX, a retirement industry fintech provider, reveals how millennials are reshaping the retirement......
Featured Fintech Fintech Primers

What Is Financial Technology?

Pooja Choudhary
by Pooja Choudhary0
Visa, Mastercard, PayPal, Stripe, Plaid, Chime, Ripple, NuBank, Paytm, and the list can go on… In the current year, the fintech space is worth an astonishing figure of $179 billion. There are no less than reported 30,000 fintech startups. Feeling like you have heard or read these somewhere? Well, these......
Arta Finance Officially Opens to all Qualified Investors, Announces $100 Million in Member Assets
Fintech News

Arta Finance Officially Opens to all Qualified Investors, Announces $100 Million in Member Assets

PR Newswire
by PR Newswire0
After being in invite-only mode and refining the product with early members, Arta Finance  reaches milestone in member assets, hires industry leaders, and launches new AI-driven services to enable access to the same investments as the ultra-wealthy Arta Finance, a fintech company transforming the way people grow, protect and enjoy their......
Business Featured Fintech Fintech Primers Fintech Startups

Fintech Startups Failure- An Indepth Study

Pooja Choudhary
by Pooja Choudhary0
I am sure you will taste the uniqueness of this article. Financial technology articles have mostly been used for a new tech introduction or used to describe the improvement and automation of finances. You must have come across a plethora of articles with respect to Robo-advisors, payments applications, peer-to-peer (P2P)......
The Elusive Journey Towards AI and Digital Mastery
Artificial Intelligence Big Data Guest Posts

Big Finance, Bigger Challenges: The Elusive Journey Towards AI and Digital Mastery

Manish Sood
by Manish Sood0
The buzz around AI is pervasive, compelling financial institutions across all sectors to swiftly adopt its applications. However, given the global economy’s continued volatility and the challenges many companies face with digital transformation, there’s a compelling argument for caution. Moreover, it’s crucial to emphasize that a solid data strategy should......
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