When it comes to financial literacy, technology is both a blessing and a curse. There are several ways that technology can help people with their financial planning, empowering them to make ...

I also created it because I realized that financial services are highly fragmented, so tech executives might use multiple advisors—such as a CPA, CFP and wealth manager—to organize their ...

“In the financial services industry there are two major tech trends that are evolving the way we do business, and they are related,” Lintner says. “One is the use of artificial intelligence ...

Christian Hollar is a recent graduate of Duke's Master of Engineering in Fintech program. He said the field offers growth and ...

With a comprehensive portfolio of marketplace technology, surveillance, risk management and regulatory reporting capabilities, the Financial Technology business is established to be a platform ...

Financial advisors face a tech-driven transformation. Learn how to navigate client expectations and leverage AI while maintaining the human touch. Discover insights from industry expert Jason Pereira.

Two financial advisors and a financial technology entrepreneur explained how the usage of the tools disproves what is often seen as an either-or decision.

Financial tech eliminates costly data entry. I began my career working for a small public accounting firm that specialized in accounting, auditing and taxes. Clients paid $165 per hour for us to ...

Indeed, financial technology is growing at a healthy clip, with a whopping $112 billion invested in the space in 2018, according to an industry report from consulting firm KPMG.

Financial technology services are growing in the U.S., but to date such advancements have reached a larger percentage of the population in other countries, particularly in developing nations.

San Francisco financial technology company Tally, which specialized in helping clients manage and pay off credit card debt, has ceased operations after depleting its funds. “This was not the ...