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Fintechnews Staff

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5 Questions With Phil Buchanan Of Cannon Financial Institute

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Buchanan believes AI will enhance and expand the advisory experience, not replace advisors.

A Q&A With Sunaina Swaminathan, Head Of Data Acquisition At M Science

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Sunaina Swaminathan is head of data acquisition for M Science LLC.

3 Questions With Randy Lambert Of Orion Advisor Solutions

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Robotic Processing Automation will be the next leap in fintech, according to Orion's COO.

3 Questions With Tony Leal Of Envestnet

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Envestnet | MoneyGuide creates financial planning software for financial advisors.

3 Questions With Ron Carson Of Carson Group

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Wealth manager Ron Carson has built a small empire around helping advisors grow their businesses.

3 Questions With Craig Pearson Of Private Wealth Systems

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Private Wealth Systems provides digital infrastructure to serve ultra-high net worth clientele.

5 Questions With Will Bressman Of RIA In A Box

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Five questions with the CEO of RIA in a Box, a compliance solutions provider for advisors.

FinTech Savvy: How The Financial Consulate Deploys Technology In Wealth Management

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Mike McCarthy is COO of the Financial Consulate, a fee-only RIA based in Maryland and Pennsylvania.

3 Questions With Gurinder Ahluwalia Of 280 CapMarkets

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280 CapMarkets unlocks barriers to bond trading using a cloud-based technology platform.

3 Questions With Tim Bonacci Of Luma Financial Technologies

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Luma provides an annuities and structured products platform for advisors.

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