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The paradigm shift brought about by coronavirus is forcing the wealth management industry to formulate strategies and come up with better tools and solutions to survive in this crisis. Sustaining inv
Every year, hundreds of Scrip dividends are issued by companies. Managers must make a relatively straightforward decision: take a cash dividend or take additional shares. It’s the duty of the manager ...
In the hardest times, there is always a way to get better. With The Way Forward, I’d like to share disruptive changes that shape industries, businesses, and societies in the context of financial servi...
CRYPTO or GOLD It’s the start of a new year and a new decade! I am feeling great because I am back in my twenties again! As I recall my twenties and early banking career, I realize how my thinking has...
Climate change, environment, pollution - all seem to be catch phrases now more than ever. Abbreviations such as SDG or the ESG gap are all over the internet and news. Even Davos, the world economic fo...
Co-authored with Ramtin Matin, Lead Technological Strategist, SpareBank 1 SR-Bank Artificial intelligence is one of the key components behind the digital revoluti
Financial firms are increasingly leveraging digital technologies such as artificial intelligence, cloud and intelligent automation to hyper-personalize wealth management offerings. Our numerous intera...
The relationship between the financial markets and the investor is quietly, but fundamentally, changing. A series of regulatory changes has or will require clients to be treated fairly (TCF), ensure
Wealth management is transforming faster than most professionals realize because the industry’s customer base is changing. Three trends are driving a paradigm shift in wealth management that will bec
There is a growing awareness in wealth management circles concerning the need for wealth managers and financial advisors to preserve the investment assets that they currently manage, as they are pass