Since fintech emerged on the scene, an increasing number of clients have come to prefer doing business with firms that offer a mix of digital programs and services. As a result, financial planners who are able to utilize fintech tools while helping clients navigate complicated financial scenarios are more likely to succeed.

To help you navigate this topic, we've rounded up information and resources that will help you understand how the latest software, systems, big data and AI are impacting the planning process and financial planning firms.

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FPA FinTech Articles

The Pandemic’s Impact on FinTech

Journal of Financial Planning: February 2021
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Dani Fava on the Involuntary Tech Revolution, Artificial Intelligence, and Asking Questions

Journal of Financial Planning: February 2021
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On Deck for FinTech 2021: Increased Tech Spending and Focus on Digital

Journal of Financial Planning: February 2021
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FPA FinTech Podcasts

Embracing FinTech and the Future

You're a Financial Planner...Now What?® Episode 189
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Better Communication and the Future of FinTech

You're a Financial Planner...Now What?® Episode 188
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Technology Solutions & Skills #fintech #worthdoing

You're a Financial Planner...Now What?® Episode 35
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Webinars & On-Demand Learning

Journal in the Round: Finding the Dream FinTech Stack

Members: Free | Non-members: $9
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