Fintech Press Releases

THE SMART FINANCIAL ADVISOR How financial advisors can thrive by embracing fintech and goals-based investing By Bill Martin, CFA Due October 2017 Published by Harriman House Ltd ISBN: Hardback 9780857195838 RRP: £30.00 ISBN: eBook 9780857195845 RRP: £20.00 Explaining his rationale f...

- The aim of Stableton’s startup & venture program is to provide financial intermediaries and their clients efficient access to a segment that was traditionally difficult to invest in - Stableton Financial’s program forms part of the firm’s alternative investments platform announced earlier this...

Today, financial technology company Wela announced the addition of a game-changing new feature of Benjamin®, the artificial intelligence designed for financial advisors by financial advisors. Benjamin’s new feature liberates the advisor to use text messaging to communicate with the client because...

Today, Benjamin™ released information pointing to its effectiveness in helping customers manage increased client communication during recent historic market instability. According to recent client data, Benjamin’s automation of tasks has helped advisors work more efficiently by collecting and ana...