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76 Results from 2024, /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

Retired Member

Retired Member 

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

Darren Carvalho

Darren Carvalho Co-Founder and Co-CEO at MetaWealth

The Future of Wealth Management: Pension Funds and the Promise of Tokenized Assets

In an era where technology is reshaping industries, wealth management is experiencing its own quiet revolution. Tokenized assets, driven by blockchain technology, are redefining how wealth managers approach investment strategies, offering transformative possibilities for institutional players like pension funds. This evolution is more than a techn...

/wealth /crypto Innovation in Financial Services

Guy Harrison

Guy Harrison CEO at Quantios

Peeking underneath the business bonnet: how technology can unlock investor interest

The wealth, trust and corporate services sector is awash with mergers and acquisitions (M&A). Yet, it’s no secret that the M&A market declined in 2023 and has continued on a similar trajectory this year. In fact, earlier this year, a collapse in deal flow, meant only nine disclosed M&A transactions took place, representing a decline o

/wealth

Andy Park

Andy Park Design Director at Creode

The role of emotion in financial UX

The role of emotion in financial UX: How to create interfaces that engage users on a deeper Level In financial services, user experience (UX) design is often focused on clarity, security, and functionality. But an element that is frequently overlooked—and yet crucial—is emotion. People make financial decisions not only with their heads but also wi

/wealth /retail Marketing in Financial Services

Hugo Gomez

Hugo Gomez Co-Founder & CEO at Bourgeois Bohème

For Family Offices, Embedded Payments Can Revolutionize the Management of Multi-Generational Wealth

With the great wealth transfer well underway, major changes are looming on the horizon in the family office landscape. These institutions — created to manage and preserve wealth across generations — are now facing several challenges, particularly as they are now overseeing diverse, cross-border assets. Additionally, they are aiming to adapt to th...

/payments /wealth Innovation in Financial Services

Retired Member

Retired Member 

Advance Key Investment Strategies for Tax Efficiency

Tax efficiency in investments is crucial for optimizing returns and minimizing unnecessary tax liabilities. With strategic planning, you can align your portfolio to ensure your investments grow while keeping your tax obligations under control. This article explores proven strategies that cater to investors looking to balance financial growth and t...

/wealth Financial Literacy for Kids

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