How Technology is Helping Business Finance

Sep 3, 2020 2:00:00 PM

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...

Rise of the Machines, Part 2: Changing Portfolio Management

Nov 21, 2019 12:30:00 PM

Introduction By John Simmons In Part 1: Rise of the Machines: How increased Automation in financial services impacts society, we discussed some of the benefits and dangers of increased automation with asset managers. In Part 2, we will dive deeper into the key adaptations of an investment advisor. Specifically, we look at how automation is changing portfolio management and what future portfolio ma...

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

Aug 15, 2019 10:25:00 AM

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.  In last week’s blog post, we gave you some more color on our discussion with the IID on how financial advisers should partner with FinTech. We discussed how we work with clients to identify their real comp...

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

Aug 8, 2019 3:00:00 PM

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 ...