383 Results from /wealth
Ravishankar Poonjolai Consulting Partner at TCS
As per Investment Company Act of 1940 of Securities Exchange Commission (SEC) of USA, investment management firms and business development companies can use derivatives in mutual funds, ETFs, and closed end funds, except money market funds, with exposure up to ten percent of their assets under management. SEC introduced a new rule under section 1
04 August 2021 /regulation /wealth RegTech
Tatsiana Kuchminskaya Chief Financial Officer (CFO) at Andersen
Accounting and bookkeeping are of vital importance to proper business functioning. They refer to the recording of transactions and financial management in all its forms. Without a well-established accounting system, companies face difficulties with financial analysis, planning, and reporting - to say nothing of performing routine transactions. A b...
04 August 2021 /payments /wealth Fintech
David Csiki President & COO at INDATA
A recent survey sponsored by Northern Trust indicated that 98% of managers are seeking to incorporate data science to optimize their investment performance. The fact is that this has been a primary focus and the buy-side has been analyzing data from the beginning because data analysis is, in large part, how investment decisions are made. Data anal...
28 July 2021 /wealth /predictions Big Data
Retired Member
Albert Einstein is often credited with saying that the definition of insanity is doing the same thing over and over again and expecting different results. And in that vein I wanted to reuse a phrase I first shared a year ago which didn't resonate as loudly as I thought it would, but this time I hope it’s different. In November 2020 I referred to ...
28 July 2021 /wealth /predictions
The Investment manager sitting at their desk with their daily Starbucks coffee whilst building an order to buy Starbucks stock for all of their clients has found something special. (This is not a tip for shares in the behemoth coffee producer, I like drinking it’s coffee but I don't analyse stocks) The special thing they have found is stock where ...
21 July 2021 /wealth /predictions
Simon Dimoni Remittance and Crypto Payments at HollaPay
Setting up your own business is very high risk, high reward. While there are a great many benefits to entrepreneurial life, including having ultimate control over what you do, who you hire, and how you work, it is also a very difficult thing to get right. The reality is that, no matter how much you want it, business success is hard to come by. Bu
21 July 2021 /wealth /startups Business
As the UK edges closer to 'Freedom Day', it appears the work from home mandate will be dropped or at least relaxed. Café, bar, restaurant owners, and rail providers, can all breathe a collective sigh of relief. The dark, lockdown days may finally be over. Or are they? How many of us are going back to work in the office full time? While there are v...
16 July 2021 /wealth /markets Artificial Intelligence and Financial Services
Kartik Swaminathan Author - 3F: Future Fintech Framework & Founder at Fintastech (Fintech Consulting & Coaching)
The Account Aggregators (AA) framework in India has been another revolution in the making. It is part of the larger India Stack. Just as it was quietly taking shape since 2016, it has also silently started manifesting itself with many participants going live in stages over last few months. I discuss some of the salient aspects & Use cases of t...
13 July 2021 /wealth /retail Open Innovation Ecosystem
In the 1960’s futurist Roy Amara stated ‘We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run.’ This became known as Amara’s law and 50 years on the statement is still unfortunately true for many tech adopters. In 2019 futurist Jim Carroll coined a phrase which just might give the three ...
12 July 2021 /wealth
Andy Boniface Head of Product at GBST
When the pension freedoms legislation was enacted in April 2015, it removed many restrictions around defined contribution (DC) schemes and provided more flexible access to pension savings. Although the rules allowed for a wider range of income options, six years on advisers continue to struggle to access the full range of flexibility for their cli...
12 July 2021 /wealth /predictions
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