Join the Community

23,463
Expert opinions
42,253
Total members
326
New members (last 30 days)
183
New opinions (last 30 days)
29,127
Total comments

Latest expert opinions

clear
clear

352 Results from /wealth

Mete Feridun

Mete Feridun Chair at EMU Centre for Financial Regulation and Risk

What does the FCA's Wholesale Data Market Study mean for the industry?

The Financial Conduct Authority's (FCA) recent Wholesale Data Market Study (MS23/1.5) underscores the pivotal role of wholesale data within the financial markets, highlighting its importance for a myriad of critical functions such as identifying investment opportunities, executing financial asset trades, making informed investment decisions, eval...

/wealth /markets Data Management and Governance

Harriet Christie

Harriet Christie Chief Operating Officer at Mirrorweb

FINRA Report 2024: Recordkeeping Takeaways

The Financial Industry Regulatory Authority (FINRA) recently released its annual regulatory oversight report for 2024. This has been shared to provide firms with key insights and observations from the regulator’s recent operations, with the aim of improving transparency and strengthening compliance programs for businesses in the finance sector. ...

/regulation /wealth RegTech

Karthikeyan Rengasamy

Karthikeyan Rengasamy Chief Architect and Research Scholar at TATA Consultancy Services

Maximize Return on Investment with Quantum Portfolio Optimization

Every investment involves some level of risk. Investors typically seek higher returns to compensate for increased investment risks. While higher risk may result in higher returns, an optimised portfolio will result in higher returns at a lower risk. However, the return on an investment is determined by both the risk and the investment strategy. Op...

/wealth /markets Capital Markets Technology

Jose Pierre

Jose Pierre CEO at Marketware International, Inc.

Navigating Leadership: The Conscious Leader's Journey

Introduction Embarking on the transformative journey of conscious leadership, this article delves into the intricate balance of being well-informed and mindful of one's actions. Beyond the traditional notion of authority, true leadership creates an environment where success is a collective endeavor. As wisely stated by Ziad K. Abdelnour, "Tru...

/people /wealth Entrepreneur field

Jose Pierre

Jose Pierre CEO at Marketware International, Inc.

Redefining Client Engagement: The AI Revolution

In the ever-evolving landscape of financial services, the integration of Artificial Intelligence (AI) is reshaping the way client engagement is approached. This paradigm shift goes beyond conventional strategies, incorporating advanced technologies like predictive analytics, sentiment analysis, and real-time news data. Financial institutions are l...

/wealth /predictions Artificial Intelligence and Financial Services

Jose Pierre

Jose Pierre CEO at Marketware International, Inc.

Redefining Client Engagement: The AI Revolution

In the ever-evolving landscape of financial services, the integration of Artificial Intelligence (AI) is reshaping the way client engagement is approached. This paradigm shift goes beyond conventional strategies, incorporating advanced technologies like predictive analytics, sentiment analysis, and real-time news data. Financial institutions are l...

/wealth /predictions Artificial Intelligence and Financial Services

Max Koretskiy

Max Koretskiy Investor, Cо-Founder at Blackshield Capital Group

5 reasons why WealthTech will continue to develop rapidly

The current model of the global economy functions in such a way that global capital is constantly growing. This is influenced by many factors, including globalization, technological progress, the development of financial markets, as well as population growth and increasing the level of people's income. Additionally, the policies of many Central ba...

/payments /wealth Fintech

Alex Kreger

Alex Kreger Founder and CEO at UXDA Financial UX Design

Reshaping Financial Planning and Investment Service through Manifestation

How can we design an app that provides a guide for better financial decisions? Users typically invest based on in-app offers, but, to help customers achieve their dreams, we can change that approach. While working on a recent investment product for our client, we found that users needed help first making sense of their investments by setting their...

/wealth /retail Innovation in Financial Services

Dmitry Gooshchin

Dmitry Gooshchin COO at EndoTech

Dmitry Gooshchin Answers: What to Expect from Bitcoin Halving In Today’s More Mature Crypto Market

In an era where the “free market” isn't so free, it's refreshing to know that at least one upcoming event will exemplify what a free economy is all about, where the simple law of supply and demand sets prices – without undue interference from meddling central banks and the like. That event – a potentially profitable one, at that – is the next Bi...

/wealth /crypto Artificial Intelligence and Financial Services

Eric Huttman

Eric Huttman CEO at MillTechFX by Millennium Global

6 hidden FX costs every fund manager should know about

The FX market is the largest financial market in the world, with a daily trading volume of $7.5 trillion. A significant proportion of this volume comes from fund managers, but despite their high exposure, they often suffer from a lack of transparency, especially when it comes to pricing. MillTechFX’s own research found that 73% of UK fund managers...

/wealth /markets Fintech

Now Hiring