Understanding the Era of the Digital Financial Life

By Joe Stensland, Chief Commercial Officer, Digital Wealth for Scivantage-Published Originally in BISA Portfolio, Insight and Intelligence for the BISA Community A great reckoning with investors will soon confront financial institutions (FIs). Since the mid-1990s, the...

Edison Partners is no bandwagon investor

With long history in fintech, firm looks to build business, not just turn a quick profit By Brett Johnson, April 3, 2017 at 3:00 AM Chris Sugden of Edison Partners touts his firm’s experience investing in fintech. – (AARON HOUSTON) He didn’t make an...

Technology Disruption Driving M&A in Wealth Management

Firms are responding to changing client expectations by snatching up other tech providers By Timothy Welsh OCTOBER 25, 2016 At the recently held Deals and Deal Makers Summit, put on by leading investment bank ECHELON Partners, a seminal panel discussion was held on...

Forget Robos, the Future Belongs to ‘Fiborgs’

By Thomas Coyle September 27, 2016 FolioDynamix is making a bet. Drawing on its own research and “longer-term conversations” with institutional clients, the financial technology and investment platform outsourcer says consumers want some aspects of “robo” or...