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Tools to Help You Build Integrations in Fintech

Tools to Help You Build Integrations in Fintech

In the last half a year, we saw the dawn of digitization in Fintech. Companies have been forced to adapt to the new reality and make partnerships to get access…

What Have You Missed When Developing Fintech Products Remotely?

What Have You Missed When Developing Fintech Products Remotely?

The world in the new reality will never be the same as before the pandemic. The Fintech market was also affected by the crisis, with many companies that managed to…

Migrating WealthTech Platform to a New Framework

Migrating WealthTech Platform to a New Framework

Technology moves forward quickly, sweeping out whole ecosystems of tools and solutions and replacing them with new ones. Let us overview what pitfalls can one anticipate and avoid while migrating…

What Business Knowledge Training Sessions Do WealthTech Companies Have in Place?

What Business Knowledge Training Sessions Do WealthTech Companies Have in Place?

As the whole world goes remote, knowing how to motivate people distantly is a must for every company that wants to succeed. Read how teaching finance can help you motivate…

Douglas Fritz

Founder and CEO of F2 Strategy

WealthTech Insights #78 with Douglas Fritz. Defining an Authentic and Scalable Model That Balances Sales and Service

Here’s an interview with Doug Fritz, founder and CEO of F2 Strategy. Doug Fritz helps financial institutions maintain the right digitization strategies and obtain more clients. His company, F2 Strategy,…

10 Questions to Ask Before Choosing a Custodial Relationship

10 Questions to Ask Before Choosing a Custodial Relationship

Choosing a custodian relationship is one of, if not THE single most important decision any new registered investment advisor must make. David Coyle, Senior VP and Head of BisDev at…

Customization vs. Control in Wealth Management: MyVest and F2 Strategy Research Project

MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.

Michael Kitces

Partner and Director of Wealth Management at Pinnacle…

WealthTech Insights #61 with Michael Kitces. Why Big Data and Blockchain Won’t Affect the Average Advisor

Using behavior analytics to predict user behavior and select more accurate financial strategies has been a hot topic in recent years. But Michael Kitces says that when it’s applied to…

Michael Kitces

Partner and Director of Wealth Management at Pinnacle…

WealthTech Insights #59 with Michael Kitces. The Golden Age of the Independent Advisor

With Michael Kitces, we discuss pains in the advisory space. How is technology helping advisors, and why it’s not doing everything they expect it to do? Will technology improve workflows…