350 Results from /wealth
Joris Lochy Product Manager at Intix | Co-founder at Capilever
Over the past decade, the financial landscape has been reshaped by a wave of alternative financing models. Leading the charge was crowdfunding— the practice of raising small contributions from many individuals to fund a project or venture. Whether donation-based, debt-based, rewards-based, or equity-based, crowdfunding laid the foundation for oth
16 June 2025 /wealth /inclusion Alternative Investments
Katherine Maslova CBDO and Founding Member at Bourgeois Bohème
For years, family offices relied on manual processes and fragmented legacy systems, making financial management inefficient and vulnerable to security risks. While consumer and institutional finance have embraced fintech, family offices have taken a more cautious approach. According to industry reports, up to 80% of family offices still depend ...
10 June 2025 /wealth /inclusion Financial Transformation
David Clee Co-Founder & CEO at MirrorWeb
Screenshots and PDFs have long served as the fallback tools of digital recordkeeping. They're easy to create, straightforward to file, and for a long time, they seemed “good enough.” But in today’s regulatory environment, where agencies like the SEC and FINRA are demanding complete, contextual, and verifiable records, “good enough” is quickly be
05 June 2025 /regulation /wealth Fintech
In December 2021, JP Morgan agreed to pay $200 million in fines for failing to monitor employee communications on unauthorized channels, primarily WhatsApp, SMS, and iMessage. Initially seen as a high-profile, isolated incident meant to set an example, it turned out to be the opening salvo in a sweeping, industry-wide enforcement campaign. By 2
Naina Rajgopalan Content Head at Freo
In today’s dynamic financial environment, lending businesses are under growing pressure. Rising delinquency rates, shifting customer expectations, and economic volatility are making traditional, one-size-fits-all collections strategies increasingly ineffective. To stay ahead, organizations must embrace smarter, more adaptive approaches to debt col...
29 May 2025 /wealth /markets
Hugo Gomez Co-Founder & CEO at Bourgeois Bohème
In recent years, the priorities of ultra-high-net-worth families have undergone a clear shift. While preserving capital remains important, the conversation today increasingly turns to legacy, purpose, and long-term resilience. The most sophisticated families are redefining what wealth stewardship means — driven by a generational shift, market vola...
29 May 2025 /wealth /predictions Trends in Financial Services
Sam Boboev Founder at Fintech Wrap Up
On March 27, 2025, Robinhood made waves again. At its second annual Gold Keynote, the company unveiled three major products—Robinhood Strategies, Robinhood Banking, and Robinhood Cortex—all designed to bring private banking and professional-grade investing tools to everyday users. Robinhood Strategies offers personalized, expert-managed portfolio
18 May 2025 /wealth /markets
Nkahiseng Ralepeli VP of Product: Digital Assets at Absa Bank, CIB.
For years, digital assets carried a whiff of skepticism in traditional finance circles – a perceived “taboo stain” that serious institutions were hesitant to touch. Many remembered the early days of Bitcoin’s wild price swings, high-profile exchange hacks, and regulators sounding alarms. Crypto companies struggled for mainstream respect; a large p...
14 May 2025 /wealth /crypto
Julie Bourgeois Head of Legal and Compliance at 6 Monks
With AIFMD II implementation, MiCA enforcement for crypto assets, and SFDR refinements shaping the landscape, regulators are expected to increase scrutiny on risk management, ESG transparency, and fund liquidity, while industry bodies push for more harmonization across jurisdictions. The challenge remains balancing investor protection with the fle...
09 May 2025 /regulation /wealth Alternative Investments
Artem Goryushin Business Analyst at Self-Employed
Binary options signal services help traders spot opportunities by sending real-time trade alerts based on technical setups or algorithmic triggers. With dozens of providers emerging across platforms like Telegram and broker-native systems, it's important to separate structured tools from noise. Below is a curated list of five signal providers acti...
03 May 2025 /wealth /markets Banking
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