313 Results from /wealth
Retired Member
But that’s ok because they may be less Terminator and more Baymax! (I won’t explain Terminator but for anyone who hasn't watched Big Hero 6 with their kids, Baymax is a robot who can only help!) At our automation seminar this week we witnessed some interesting poll results. Although a relatively low percentage of advisers had automated approaches t...
01 July 2021 /wealth /predictions
Adriana P Trader at Xray Trade
Notre système financier actuel est centralisé En effet, notre système financier actuel est centralisé ce qui signifie que le pouvoir et donc contrôle est centralisé à une personne ou organisme telles les grandes corporates qui ont leur PDG au centre. Source En soit, cela n’a pas vraiment posé de problèmes depuis des années, mais l’inflation et la...
30 June 2021 /wealth /crypto Blockchain in Banking and Financial Services
Jose Pierre CEO at Marketware International, Inc.
The North American wealth-management industry is undergoing significant changes, influenced in part by an evolving diverse customer segment, customer rules of engagement, ever-changing competitive dynamics, and technological advances such as AI. As a result, the industry is expected to significantly change along the following lines across financi...
24 June 2021 /wealth /retail Artificial Intelligence and Financial Services
Joris Lochy Product Manager at Intix | Co-founder at Capilever
NFTs are at the moment a real buzz. The word NFT stands for non-fungible token, which means a unique, irreplaceable cryptographic object. It aims to manage ownership of digital content (digital collectible items) by storing the ownership in the form of a digital certificate on a blockchain (usually on the Ethereum blockchain, but other blockchains...
09 June 2021 /wealth /crypto Blockchain Observations
Simon Gegen Financial cloud services and wallet solutions at Holla-Tech
Spread betting is a form of foreign exchange trading that involves speculating on changes in the movements of currencies without actually trading them. There are three main components to a spread betting strategy, which are the direction you expect the trade to move in, the size of your bet, and the spread of whatever you're speculating on. Th
02 June 2021 /wealth /markets Personal Finance
Thomas Pintelon Head of Strategy at Capilever
Under increasing pressure from disruptive Fintechs and changing customer expectations, the banking landscape has drastically changed. Over the past 5 years, banking has been transformed from a risk-averse, very conservative sector to one of the fastest moving and innovating sectors in the world. Such innovation can be found anywhere in banking, ma...
01 June 2021 /wealth /retail Innovation in Financial Services
Louisa Murray COO Europe at Railsbank
Discussions around mental health and wellbeing have been thrust into the spotlight lately, and with good reason when you consider the impact of repeated lockdowns and the economic chaos introduced by COVID-19. Managing your money appropriately is undoubtedly a significant source of stress in these strange times. A recent study by Metro’s ‘Mentally ...
01 June 2021 /wealth /inclusion Open Banking
Cast your mind back to the 1990s: Elton John's "Candle in the Wind," and Whitney Houston was belting out "I will always love you"; with schmaltzy films like "Four Weddings and a Funeral" and the gritty "Trainspotting" both of which were runaway box office successes; in the 1990s Margaret Thatcher was a still...
27 May 2021 /wealth /wholesale Artificial Intelligence and Financial Services
Above image credit to Pixabay There are several factors to consider when choosing investments, including your financial circumstances and objectives and the timing of the investment. While successful investing is often all about having as diverse a portfolio as possible, sometimes you’ll be faced with a straight choice as to what to invest in. If
27 May 2021 /wealth /markets Personal Finance
Andy Boniface Head of Product at GBST
The last year has been a time of great uncertainty for all of us. For wealth managers, the pandemic intensified existing pressures facing the industry through shifting customer expectations, growing competition, continued regulatory change, rising costs, and squeezed profit margins. However, supported by the right technology foundation, enterprisi...
10 May 2021 /wealth
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