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Latest /wealth expert opinions

Retired Member

Retired Member 

AI in Wealth: from Science Fiction to Science Fact

Can machines really take the place of humans when it comes to building trust? And what does this mean for financial services, and in particular, wealth management? “This is the world now. Logged on, plugged in, all the time.” We live with Artificial Intelligence (AI) every day, without realizing it. Navigation apps such as Google Maps use A...

/wealth /predictions Artificial Intelligence and Financial Services

Nathan Stevenson

Nathan Stevenson CEO and founder at ForwardLane

Mitigating the risks of GPTs in wealth management

Since ChatGPT dethroned TikTok as the fastest app to amass one million users, generative pre-trained transformative (GPT) technology has been hailed as the hands-free solution to every writing need. From composing emails in business to writing content articles, the common perception is that GPT technology is here to replace humans. Yet behind the ...

/wealth Artificial Intelligence and Financial Services

Katia Andropova

Katia Andropova Associate Director Cognizant Consulting at Cognizant Technology Solutions

Navigating challenges and solutions of securities and transaction taxes

Financial institutions must navigate a complex and constantly evolving environment of securities and transaction taxes that differ not just for each region, country, and asset class but also with client type, trading frequency and channels. Institutions are under obligation to comply with tax regimes such as FATCA, Financial Transaction Taxes (FTT...

/wealth /markets Banking Strategy, Digital and Transformation

Chris Dohrmann

Chris Dohrmann FGE, SVP of Strategic Partnerships at Global Shares, a J.P.Morgan company

Using equity awards to improve recruiting younger employees

What do young employees want for their benefits package? Millennials widely support the prospect of being able to customize benefits, with almost three quarters (73%) agreeing this would be attractive to them. It’s important to remember, though, that generally, millennials only focus on benefits once they are sure that their basic requirements on ...

/wealth /inclusion Fintech

Thomas Pintelon

Thomas Pintelon Head of Strategy at Capilever

Tips and tricks for making investment tools more transparent in these high inflation times

In these times of high inflation - significantly higher than interests on savings - investing your excess money (wisely) is crucial to avoid losing purchasing power. Hundreds of books and courses try to introduce the basic concepts of investing and almost all of them mention a few key guidelines that everyone should follow, i.e. Invest according t...

/wealth /retail Innovation in Financial Services

Jose Pierre

Jose Pierre CEO at Marketware International, Inc.

Let's embrace the future of finance with LLMs!

Once upon a time, in the ever-evolving landscape of technology, a disruptive force emerged that had the potential to transform industries across the globe. This force, known as Large Language Models (LLMs), proved to be a game-changer in various domains, raising hopes and prompting businesses to adapt or risk being left behind. As organizations sc...

/wealth /sibos Artificial Intelligence and Financial Services

Shiv Nanda

Shiv Nanda Content Strategist at https://www.financialexpress.com/

From Crisis to Opportunity: Using eKYC to Transform Banking

It’s no wonder financial institutions (FIs) are losing millions annually to fraud and money laundering. Despite ongoing amendments to anti-money laundering policies, the industry still faces challenges due to delays in implementing those changes. While scammers devise new methods to exploit the system, banks maintain a slower pace toward digitiza

/wealth /inclusion Banking

Simon Dimoni

Simon Dimoni Remittance and Crypto Payments at HollaPay

Australia's Potential as a Crypto Capital: A Guide for Family Offices and Hedge Funds

Australia's rapid rise from a convict colony to a regional financial powerhouse has captured the attention of investors worldwide. With over a dozen unicorns, including Canva, SafetyCulture, and Airwallex, and 5 of the 11 most liveable cities globally, the country is now recognized as a potential crypto capital for family offices and hedge funds i...

/wealth /crypto Alternative Investments

Luigi Wewege

Luigi Wewege President at Caye International Bank

Polls Reveal Americans Panic About Bank Deposit Safety: A Closer Look With Robert Cannon

This week I was fortunate to do an exclusive interview with Robert Cannon, a financial advisor and fiduciary with over 25 years of experience in the US market. As CNBC pointed out concerns about the safety of bank deposits rising to levels not seen since the 2008 financial crisis, I felt compelled to sit down with Mr. Cannon to explore the curren...

/wealth /predictions Business

Alan Quinlan

Alan Quinlan CEO at dimply

The Importance of Fintech Partnerships

In an era where customers' expectations are quickly rising, it's more important than ever for financial enterprises to offer great experiences. Other industries, such as travel and e-commerce are blazing the trail in delivering fast results, and it's crucial that financial enterprises aren't left behind. Offering smart, data-driven digital experie...

/wealth /retail Banking Strategy, Digital and Transformation

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