New Year, New Fintech Trends
We closed out 2023 by sharing some of the big ideas we’re looking out for in fintech this year, including the rise of the developer as buyer in financial services, how financial professional services will be supercharged by software, and why AI will push Latin American SMBs to go digital.
Rise of Fintech Forces Traditional Wealth Management Firms to Adapt
The emergence of financial technology (fintech) continues to disrupt the traditional landscape of the wealth management industry. Fidelity’s recent win of the Delta Airlines business showcases the need for established firms to adapt to changing client demands and expectations.
