Fi-Tek Wealth Technology Conference 2024: Empowering the Next Generation of Wealth Management
The 2024 Fi-Tek Wealth Technology Conference, held from October 7-9 at the Marriott Marquis in New York City, brought together over 150 wealth management professionals under the theme, "Fintech NextGen Powered by Digital Apps, Bots, and AI – Empowering the Next Generation of Wealth Management." This annual event offered attendees the opportunity to explore new [...]
Aaaaarrrmy Training Sir!
For some reason, the old movie Stripes has been replaying on cable TV recently. In one hilarious scene, Bill Murray and his platoon stay up all night to prepare for their graduation ceremony. Still in their basic clothes, they wake up just in time to hustle over to the graduation. All the other platoons are [...]
Silence is Golden
On May 28, 2024, the SEC mandated change from a “T+2” to “T+1” standard settlement cycle for most broker-dealer transactions went into effect. This capped a years-long effort by financial institutions across the spectrum to adjust, install, modify, test, train, and ensure they were ready to accommodate the endeavor. The change to shorten the settlement [...]
Thriving Together in 2021
Ramsey El-Fakir - Senior Managing Director & CIO - Technology and Infrastructure As the second quarter of 2021 begins, I’m reminded of this time last year. Like so many businesses, flexibility and adaption were key for continued success. Fi-Tek’s systems met the challenge as our employees and clients moved to remote work. Perhaps the silver [...]
