Behavioral Assessments: On The Fintech Map

The financial technology (or fintech) landscape is evolving rather quickly, and some are calling it the “golden age of fintech.” I recall thinking only a few years ago that DataPoints didn’t quite fit in any of the categories of the various fintech maps that were published. The groupings of CRMs, financial planning software, re-balancing tools, etc. were clear enough. But there really wasn’t a place for psychology and behavioral science in the mechanics of financial planning[…]

Lone Stars and Fintech

The nature of relationships among financial professionals and their clients is changing, and one of the organizations committed to fiduciary financial planning is the XY Planning Network. We are proud to say that many of our clients are members of XYPN, and its mission is straightforward: XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients. Of course, many clients of XY planners are outside[…]

Where do you fit?

Where Do You Fit?

Where do you fit? Where do your services fit in the world of financial planning, investment management, and wealth advisory services? Are you a planner, an advisor, or an investment manager? Or all of the foregoing? The landscape of financial advisory services is evolving, and finding a descriptive and accurate category for your service and role is becoming more challenging. We’re having the same challenge here at DataPoints. We’re forging something of a new path[…]