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320 Results from /wealth

Luke Allchin

Luke Allchin Director - North America at RFI Global

How shifting US household dynamics are redefining life insurance

Life insurance, once a staple of financial planning for American households, is undergoing a quiet transformation, only half of US households have life insurance compared to three quarters 20 years ago. As life stages shift and household dynamics evolve, consumer sentiment towards life insurance has changed significantly since the start of the mil...

/wealth /retail Banking

Naina Rajgopalan

Naina Rajgopalan Content Head at Freo

What is Buy and Sell Signal Software? A Guide

Buy and sell signal software is a cutting-edge tool in the world of trading, designed to assist traders and investors in making well-informed decisions about their financial endeavors. By leveraging advanced algorithms and technical analysis, this software identifies potential buy and sell opportunities in the market, providing users with valuable...

/wealth /markets

Dmytro Spilka

Dmytro Spilka Director and Founder at Solvid, Coinprompter

Investing Smarter in 2025: Exploring Different Types of ISA

Opening and contributing money to an Individual Savings Account (ISA) is a tax-efficient way for those in the UK to save or invest. However, as most people have financial savings goals, it's essential to understand the different types of ISAs. Some ISA types allow you to save money without paying tax on the interest that you earn, while others ena...

/wealth

Katherine Maslova

Katherine Maslova CBDO and Founding Member at Bourgeois Bohème

How $84 Trillion Wealth Transfer Can Drive Digital Transformation in Payments and Wealth Management

The financial world stands on the verge of a historic transformation. Over the next two decades, Baby Boomers will transfer an estimated $84 trillion to Millennials and Gen Zers, in what is labeled as one of the greatest shifts in economic power of our time. For financial institutions, this represents both a once-in-a-lifetime opportunity and ...

/payments /wealth The future of Payments in Europe

Elena Vysotskaia

Elena Vysotskaia Founder & CEO at Astra Global

The Family Office Guide to More Effective AI Investing

Recently, artificial intelligence (AI) has come to the forefront as a leading source of investment prospects. Hyped or not (debatable, but perhaps irrelevant), AI has become the main driver of venture capital. According to Goldman Sachs, over $1 trillion worth of capital will be invested in generative AI in the coming years — with much of it going...

/ai /wealth

Anton Chashchin

Anton Chashchin Founder & CEO at N7 Capital

Impact Investing and Purpose-Driven Portfolios: Building Wealth in 2025

Over the last decade, global economies have faced a great number of crises that thoroughly tested their resilience: COVID-19, geopolitical conflicts, climate changes and their escalating consequences — the list goes on. And step by step, these events have also shaped the financial landscape. Today, impact investing is quickly gaining ground, blend...

/wealth /predictions Private Equity Investing in Financial Technology

Kuldeep Shrimali

Kuldeep Shrimali Consulting Partner at Tata Consultancy Services

Extended trading hour – Differentiated value proposition for brokerage firms

Prologue Extended trading, also known as electronic trading hours, refers to the buying and selling of securities through electronic networks outside the standard trading hours of a stock exchange. Regular trading hours for listed stocks, as defined by the Securities and Exchange Commission (SEC), are from 9:30 a.m. to 4 p.m. eastern time (US). Th...

/ai /wealth Capital Markets Technology

Ravishankar Poonjolai

Ravishankar Poonjolai Consulting Partner at TCS

Democratization of alternative investments – Are we there yet?

This blog is in continuation of my thoughts on alternative investments for retail investors with detailed information on customer segments, investment avenues and regulatory aspects. The performance of alternative investments is better than their public market equivalents in long term. But the share of individual investors in private markets is on...

/wealth Capital Markets Technology

Dmytro Spilka

Dmytro Spilka Director and Founder at Solvid, Coinprompter

6 Ways the AI Boom is Transforming Cash Flow Management for Small Business Owners

We’re in the midst of an artificial intelligence boom that’s set to transform business ownership from startup founders to CEOs of multinational corporations. At its core, the automation technology that AI will be capable of producing has the potential to transform cash flow management throughout a vast number of sectors. Bain and Company estimate...

/payments /wealth

Madhan Kumar

Madhan Kumar Domain Consultant at TCS

Next-Generation Asset Servicing

The landscape of asset servicing is undergoing enormous transformation driven by technological advancements, evolving client expectations, and stringent regulatory demands. As a domain consultant in the financial sector, I see both significant challenges and immense opportunities in this evolution. Challenges in Transitioning to Next-Generation A...

/wealth /wholesale Capital Markets Technology

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