Holiday stockings with Stocks and ETFs: Stockpile or Spark Gift
A cool Fintech gift to consider for these holidays comes in a festive electronic form or in a retail physical...
Archive
Trump Must Go
I have resisted the temptation for several months to follow-up on my post likening The Donald to a member of...
The changing landscape of CRM for Wealth Managers
On Tuesday, our Research Note focused on how both incumbent Financial Institutions and Fintech upstarts are increasingly being judged on...
How CIOs Can Lead in a Period of Rapid Change and Disruption [SPONSORED]
Financial technology firms (Fintechs) and hi-tech start-ups have ushered in a new era of technology-driven innovation to the financial sector;...
Why London is the capital of InsurTech
Over a four-day period last week, 25 InsurTech startups made their pitches at two separate events in London’s insurance heartland....
Why Salesforce Chose Wealth Management as First Vertical Market
Marc Benioff, Founder and CEO of Salesforce.com is one of the great thought leaders in the software business. He invented Cloud....
The Great Convergence between Banks & Fintech around CAC/LTV
Banks are from Venus and Fintech are from Mars. Communication between these planets is improving, but too slowly....
From the Vanguard Effect to the Robinhood & Blockchain Effect
The rush from major ETF producers to slash fees follows religiously Vanguard’s lead. The natural urge from Robo-advisors to slash...
Small Retailers Need Disruptive Fintech to Reduce Working Capital Finance
Small retailers are the backbone of the economy and yet they are the last place getting value from Fintech innovation....
Can Video Restore Trust When Making an Insurance Claim?
The real test of value for insurance is at the point of claim. It is also a point of conflict....
