Joot Blog

Stay up to date with perspectives, news and updates pertaining to investment management technology, legal, compliance and more.

Top 10 Issues to Consider When Registering a Digital Asset Fund

Jan 11, 2022 3:48:51 PM / by Bo J. Howell posted in FinTech, Managing Risk, Cryptocurrency

Need help navigating the regulatory gauntlet of registering a digital asset fund? Get our advice here.

Read More

Getting Up to Speed with Cryptocurrency

Dec 28, 2021 4:19:23 PM / by Bo J. Howell posted in FinTech, Managing Risk, Cryptocurrency

Confused about the ins and outs of cryptocurrency and what it means for RIA firms and your clients? Get some clarity here.

Read More

Announcing JootAI Powered by MySocialPulse

Nov 29, 2021 1:52:13 PM / by Karen Mauk posted in Announcement, Artificial Intelligence, Compliance Technology, FinTech, RegTech

Get a free trial of JootAI powered by MySocialPulse today and join us as we build the future of RIA compliance, together.

Read More

Straight Talk: A Discussion with Divya Prashanth and Janine Miles

Nov 16, 2021 3:24:51 PM / by Bo J. Howell posted in Artificial Intelligence, Compliance Technology, FinTech, Interview, RegTech

Meet our partners Divya Prashanth and Janine Miles of MySocialPulse and get their expert advice for leveraging AI and ML tech to manage RIA compliance.

Read More

Will AI Revolutionize Regtech? Part 4: If You Do the Right Thing

Oct 12, 2021 2:47:40 PM / by Bo J. Howell & Cal Al-Dhubaib posted in Artificial Intelligence, Compliance Technology, Guest Author, FinTech, RegTech

Get advice for ethically developing and implementing AI projects that make work more fulfilling and build trust with your clients.

Read More

Will AI Revolutionize Regtech? Part 3: If You Build It

Sep 28, 2021 4:25:57 PM / by Bo J. Howell & Cal Al-Dhubaib posted in Artificial Intelligence, Compliance Technology, Guest Author, FinTech, RegTech

Realize the value of building AI-driven fintech and regtech solutions and get practical advice for starting your own AI project.

Read More

Will AI Revolutionize Regtech? Part 2: It’s a Work in Progress

Aug 31, 2021 4:34:22 PM / by Bo J. Howell posted in Artificial Intelligence, Compliance Technology, FinTech, Interview, RegTech

Discover how some financial services firms are currently leveraging artificial intelligence and machine learning in fintech and regtech.

Read More

Will AI Revolutionize Regtech? Part 1: Faster, Easier, Richer

Jul 20, 2021 12:08:18 PM / by Bo J. Howell posted in Artificial Intelligence, Compliance Technology, FinTech, RegTech

Check out the ways artificial intelligence and machine learning are playing increasingly important roles in fintech and regtech.

Read More

How Technology is Helping Business Finance

Sep 3, 2020 2:00:00 PM / by Lucy Lee posted in Guest Author, FinTech


by Lucy Lee

Financial technology or fintech for short is extremely beneficial for businesses due to its widespread utility. It refers to software, algorithms, and applications that are used on desktop and mobile platforms. These are used to manage investments, deposit checks, move money across accounts, and make payments. Without being aware of it, almost all consumers use fintech on a daily basis. However, it also provides many benefits to businesses for back-end and front-end processes. For instance, Bo J. Howell explains how automation has lowered transaction costs for investors, such as zero-fee ETFs, giving some businesses a competitive edge. In addition, it gives investors more options for managing their assets. It is also helping business in many other ways:

Read More

Rise of the Machines, Part 2: Changing Portfolio Management

Nov 21, 2019 12:30:00 PM / by Bo J. Howell posted in Guest Author, Technology, FinTech, John Simmons

Introduction

By John Simmons

Read More

Joot discusses FinTech with the Institute for Innovation Development - Part 2

Aug 15, 2019 10:25:00 AM / by Bo J. Howell posted in FinTech, Interview

Note. If you didn’t get a chance to read our FinTech-partnership article that was published by the Institute for Innovation Development (IID), we recommend you start there and then continue on. 

Read More

Joot discusses FinTech with the Institute of Innovation Development - Part 1

Aug 8, 2019 3:00:00 PM / by Bo J. Howell posted in FinTech, Interview

Joot CEO Bo Howell recently teamed up with the Institute for Innovation Development (IID) to discuss how financial advisers should approach FinTech. The article was published on Nasdaq.com and other sites on August 5, 2019. You can read the complete article here.
(Do us a favor, if you like the article, please share it on social media. If you don’t like it, please pretend like you do and share it on social media!) 

Read More