314 Results from /wealth
Farouk Ferchichi Group President, Envestnet Data and Analytics at Envestnet
By Farouk Ferchichi We are living in an age of unprecedented uncertainty. Inflation has spiked to its highest levels in over 40 years. The federal funds rate is 32 times what it was just a year ago. Volatility is spiking across a range of markets from currencies to bonds. According to “The Intelligent Financial Life National Study,” conducted by ...
20 October 2022 /wealth /retail Fintech
Luigi Wewege President at Caye International Bank
Many people know establishing an offshore investment account is a smart financial move. They also know that diversifying that portfolio is a great way to protect the funds from the ups and downs that can affect any holding. A popular choice for portfolio diversification is to include precious metals. Is it a good option for you? Before you answer, ...
17 October 2022 /payments /wealth Alternative Investments
Justin Van Til Head of Strategy & Marketing at QUODD
The inflationary environment is hitting all corners of the economy. Yes, even financial services companies. Perhaps nowhere is this more evident than in the cost of market data. The challenge for financial institutions – and by extension, their wealth management servicing platforms – is that this information is not a discretionary purchase that th...
13 October 2022 /wealth /predictions Trends in Financial Services
Retired Member
It wasn't that long ago that large elements of society were confused and confounded by millennials, their focus on seeking adventure and experience, and penchant for avocado on toast. But the elders of that generation are now a long way away from that stereotype, marching into their 40’s with all the trappings of previous generations at that age; ...
07 October 2022 /wealth /predictions Business
Steve Dourdil Business Development at Kerv Collaborate
If you work in financial services, chances are your organisation has some form of mobile recording solution in place. Although certain firms don’t necessarily have a regulatory requirement to record mobile communications, many choose to anyway as a matter of best practice. For a large percentage of firms though, recording of mobile calls and texts...
23 September 2022 /regulation /wealth Financial Risk Management
Such has been the stratospheric growth of embedded finance over the last 10 years, it was perhaps always inevitable that it would sprout new limbs and infiltrate other areas of money management from lending to insurance. Among these newer extremities is one that promises to transform how people use their wealth forever – embedded wealth management....
20 September 2022 /wealth Embedded Finance
David Csiki President & COO at INDATA
As Gartner® has noted in recent research, “Changing client requirements, cost, complexity and regulation make reporting capabilities a key factor in selection by investment firms. Clients demand that their money managers make investments in forward-looking, personalized performance and risk reporting.” Those firms that make investments in dynamic ...
19 September 2022 /wealth /predictions Big Data
Maria Stankevich
Maria Stankevich, Chief Business Development Director at EXMO.com, explained how to open long and short positions using only one indicator. The current market is increasingly looking like chaos - September became the sixth month since cryptocurrencies plunged into the abyss of fear, according to the Fear and Greed index. Now is the most extended p...
19 September 2022 /wealth /crypto Cryptocurrency Insights
Background In recent years, the Financial Services Industry has gone through a rapid and significant digital transformation journey. The need for digital technology experiences is gaining momentum in the superannuation industry and innovation is going to play a significant role in accelerating the creation of new digital superannuation products fo...
06 September 2022 /wealth /predictions Innovation in Financial Services
Ravishankar Poonjolai Consulting Partner at TCS
Globally, investments into digital assets such as bitcoin, alternate coins, stablecoins, NFTs and DeFi are on the rise, with more than 300 million users. Also, institutions investing in cryptocurrency increased from 33% in 2019 to 52% in 2021 according to Bloomberg Intelligence’s Crypto Outlook. After mainstream adoption, many global regulators ap...
29 August 2022 /wealth /crypto Alternative Investments
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