375 Results from /wealth
Jamie Hoyle VP Product at MirrorWeb
SMB and Mid-market financial firms face the same regulatory scrutiny as the largest players, but without the deep pockets or armies of compliance staff to match. Many still rely on outdated, manual, or fragmented review processes, which slow decision-making and stretch already-limited resources. In this environment, even small inefficiencies can
25 September 2025 /regulation /wealth Fintech
Leon Lin Analyst at Comity
Takeaway Knowing whether a process is ergodic or non-ergodic is critical in knowing how much risk to take. Investing and wealth are non-ergodic processes, which imply that our first thoughts on expected values are very wrong. I’ve heard about ergodicity before, but wasn’t quite able to understand it until I watched this video by Ergodicity TV. I...
22 September 2025 /wealth /predictions Financial Risk Management
Luigi Wewege President at Caye International Bank
For centuries, offshore banking has been a lightning rod for debate. Once cloaked in secrecy and associated with the wealthy elite, it has often been misunderstood as an opaque tool for tax evasion. Yet, in today’s interconnected financial environment, offshore banking has matured into a legitimate, strategic option for individuals and businesses
18 September 2025 /wealth /predictions Law and Finance
Amr Adawi Co-Founder and CEO at MetaWealth
When the Monetary Authority of Singapore (MAS) launched Project Guardian in 2022, the goal was clear: test whether tokenization could deliver measurable improvements in efficiency, liquidity and transparency across capital markets. Three years on, the initiative has expanded into a global network of more than 40 institutions and regulators, produc...
16 September 2025 /regulation /wealth Innovation in Financial Services
Lalit Lal CTO and Co-founder at Keye
Private equity is caught in a weird place with regard to AI. Every firm sees the upside; faster due diligence, better insights, scaling value creation across portfolios. But most firms are still just dipping their toes instead of actually using it. According to Bain research, most portfolio companies are testing AI, but only 20% have actually put...
08 September 2025 /ai /wealth Alternative Investments
Naina Rajgopalan Content Head at Freo
If your CIBIL score is bruised (say under 650) and every “Congratulations!” email mysteriously becomes a rejection, this guide is for you. The fastest route to a mainstream credit card is rarely a shot in the dark—it’s a strategy. Below, I’ll show you the best credit card for low CIBIL scores, how to use them to rebuild credit score, and the exac...
29 August 2025 /wealth /markets
Konstantin Rabin Head of Marketing at Kontomatik
The Fintech sector is known for startups that incorporate innovative technologies into their service. Among the most significant innovations widely adopted by startups is, of course, the AI boom. 2025 is a year of AI-powered fintech startups that employ this powerful technology to accelerate innovation across lending, fraud detection, compliance, ...
27 August 2025 /ai /wealth
Rory Galvin Founder and CEO at Navirum
AI Readiness for Financial Services: Take the Leap with Confidence In 2025, its clear that AI adoption is reshaping every industry. For financial services - where trust is everything - AI is both the most profound risk and the biggest opportunity. Much like the internet in the 1990s, AI is a permanent shift. Those who prepare today will win tomorro...
23 August 2025 /ai /wealth Artificial Intelligence and Financial Services
Raktim Singh Senior Industry Principal at Infosys
Introduction: The Portfolio Optimization Process Needs to Be Revamped. For decades, portfolio optimization has been the pinnacle of modern finance. In the 1950s, with the introduction of Harry Markowitz's Modern Portfolio Theory ("MPT"), we learned that investors could balance risk and reward by selecting and mixing assets. Quantitative f...
23 August 2025 /ai /wealth
I've worked with thousands of Financial Advisors and their firms across North America, and succession planning consistently stands out as the most important - and most difficult - initiative they face. Not because of markets or products, but because it’s about legacy, clients, and the business built over decades. Yet, 60% of Financial Advisors in ...
19 August 2025 /wealth /retail Trends in Financial Services
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