Financial Technology Trends to Watch
With fintech still in its infancy, the changes that lie ahead promise to be profound, and even revolutionary. Here are four financial technology trends to watch:
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RIAs are Under the SEC’s Microscope
While a mere 10 percent of RIAs underwent an SEC examination in 20151, chances of an SEC visit may jump, owing to a funding increase targeted for RIA audits and potential plans to leverage third-party reviewers.
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Outsourcing Money Management
The “asset manager” advisor may be a great advisor, but more and more advisors are finding that hiring outside investment managers to care for their clients’ money may be the best way to serve their clients and achieve the larger scale necessary for their practices to flourish.
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Zero Interest Credit Offers
There are a number of benefits and drawbacks to such zero interest promotions that must be considered before your client decides to accept the offer.
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Crowdfunding: A New Source of Capital
With the passage of the JOBS Act of 2012, effective in May 2016, small businesses can now raise capital through online solicitation of investors or crowdfunding. In essence, the general public can now directly invest in start-up and emerging companies.
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