Though financial advisors have existed in various forms over the centuries—as accountants, lawyers, bankers, and others—the financial planning field has, since its genesis, been a standardized and compliance-oriented space.
Read MoreDespite the growing popularity of robo-advisors like Wealthfront as well as the proliferation of other automated tools to manage consumers’ wealth, the financial-advisor space is poised to grow 15% by 2031—a sizeable increase for a job that already hires more than 300,000 people in the US alone.
Read MoreFrom data-structuring requirements to cybersecurity imperatives, product and ops teams have to solve for a range of priorities across the development and implementation stages.
Read MoreAccording to Kurtis Lin, Pinwheel’s CEO and Founder, the company’s work, including endeavors therein supported by Raj Date in an advisory role, help ensure that open banking as outlined in Section 1033 of the Dodd Frank Act actually comes to fruition.
Read MoreTo Sanford Livingston, Nor-Cal FDC’s CEO, the organization’s work, as well as its tie-up with StandardC, helps marginalized and disadvantaged groups “meet the needs of the policy and regulations for standard banking transactions.”
Read MoreFrom filing requirements to international sanctions, regulations shape these fintechs’ structure and scope, and can determine what geographies they spread to over time.
Read MoreAccording to Michel Léger, EVP of Global Solution Development at Ingenico, the biometric-focused program is an opportunity to turn payments processes in retail settings into a seamless experience that can generate stickiness with consumers.
Read MoreEyal Moldovan, 40Seas’s CEO and Co-Founder, said that the payment terms and frameworks governing the B2B space are the same ones he saw his father navigating as a clothes importer thirty years ago.
Read MoreAdwait Joshi, DataSeers’s Founder & CEO, started the company after years working in consulting, and realizing that he could only scale his solutions through software. “Everything I was doing as a consultant I am trying to do as a software,” he said.
Read MoreLearn how crypto, conflict, and compliance will shape fraud and cybersecurity in the coming year.
Read MoreAccording to Ian Drysdale, One Inc’s CEO, insurance carriers sense that digital processes are both more efficient as well as inevitable.
Read MoreAccording to Marcus New, InvestX’s Founder and CEO, InvestX was founded because of a burgeoning private market, which compelled venture-backed private companies to stay private longer than they did previously.
Read MoreAccording to Rashid Galadanci, Driver’s CEO and Co-Founder, the company fills a needed niche between competing forces. On the one hand are insurance companies, which have invested heavily in telematics as a way to mitigate risks, reduce costs, and gather data on consumers.
Read MoreAccording to Robert Michlewicz, CEO of Visual Lease, proprietary survey data suggests 99% of senior finance and accounting professionals at sampled private companies fear misreporting company lease information.
Read MoreIn an interview with The Financial Revolutionist, Propel CEO and Founder Jimmy Chen explains Propel’s original mission, delineates its expanded scope, and highlights the role of trust in its growing success.
Read MoreThe Financial Revolutionist is weekly newsletter and blog focused on the torrid pace of financial innovation. Today, thanks to the exponential rate of technological change, explosion in global trade and new regulations ushered in by the Great Financial Crisis, a new financial revolution is under way. In this battle, virtually every aspect of the greater financial services sector is subject to rigorous challenge. With the Financial Revolutionist, we are aspiring to create a boots-on-the-ground and highly opinionated assessment of important financial innovation developments in the past week.
