75 Results from 2024, /wealth
Luke Allchin Director - North America at RFI Global
In the United States, long gone are the days when the average investor’s portfolio was confined to a mix of stocks, bonds, and maybe a mutual fund or two. Today, alternative investments are taking center stage, offering new opportunities and challenges. From real estate crowdfunding to cryptocurrencies and private equity, the landscape is diversif...
26 July 2024 /wealth /retail Alternative Investments
Max Koretskiy Investor, Cо-Founder at Blackshield Capital Group
Global markets are experiencing turbulent times, and investors are seeking stable and promising opportunities for capital investment. Together with the head of analytics at Blackshield Capital, Illia Kyslytskyi, we have outlined seven reasons that make British stocks an attractive investment. 1. Relatively Cheap FTSE 350 Index The FTSE 350 Index, ...
24 July 2024 /wealth /markets Business
Jose Pierre CEO at Marketware International, Inc.
As we navigate an era marked by rapid technological advancements and shifting economic dynamics, the wealth management industry finds itself at a pivotal juncture. The traditional models of wealth management are being upended by digital transformation, generational wealth transfers, and heightened regulatory scrutiny. To stay competitive, wealth m...
19 July 2024 /ai /wealth Artificial Intelligence and Financial Services
Jeremy Takle Founder and CEO at Pennyworth
Future banks should evolve to offer holistic financial solutions, moving beyond fragmented services and limited offerings. In this article, we’ll discuss how, by focusing on integrated solutions that help customers achieve their financial goals, banks can transform personal finance and enhance overall financial wellbeing for all. The financial lan...
15 July 2024 /wealth /retail Disruption in Retail Banking
Michael Rada HUMAN at IBCSD LAB s.r.o,
During the never ending ecosystem development of the FIRST INDUSTRIAL EVOLUTION EVER LED BY MAN (HUMAN), means INDUSTRY 5.0 new discoveries are found every single day. It happen thanks to 6R methodology and the ability to RECOGNIZE the ON-THE-GROUND-MINES Same as the new meaning of E=mc2 which keeps surprising so many globaly, the latest discovery ...
15 July 2024 /wealth /sustainable INDUSTRY 5.0
Twenty-five years in the financial market – is it a lot or a little? It depends. For classic investment banks with a hundred-year history, this is not a term. For fintech startups, neobanks that draw strength and motivation from a rapidly changing reality, this is an eternity. Nevertheless, for both the former and the latter, the next 25 years wil...
04 July 2024 /ai /wealth Fintech
Matt Ryan Chief Transformation Officer at Reef
93% of consumers compare products online before making a purchase, and with more choice than ever, particularly when it comes to financial services, wealth management and digital asset management, the amount of choice can be confusing. For potential clients, it can be tempting to pick whatever’s easiest rather than struggle to find the best produ...
01 July 2024 /people /wealth Trends in Financial Services
Chandresh Pande Consultant at TCS
As per the latest survey, one in four people has lost track of at least one pension in the UK, with almost three million pension pots left unclaimed. The estimated combined value of these unclaimed pensions is a staggering £26.6 billion1. Thus, a pressing need was long felt by the authorities and pension holders in the UK for a program that helps ...
24 June 2024 /wealth /inclusion Consumer Financial Health
In the complex and ever-evolving world of wealth and asset management, strategic consulting plays a pivotal role in shaping the future of firms and ensuring their sustained growth and competitiveness. At its core, strategic consulting involves providing expert guidance and actionable insights to navigate challenges, capitalize on opportunities, an...
15 June 2024 /ai /wealth Fintech World
Harriet Christie Chief Operating Officer at Mirrorweb
Compliance workflows: they're the lifeblood of regulated industries, yet they often feel like navigating quicksand. Let's be honest; no one wants to get bogged down in endless record reviews or patchy tech solutions that create more problems than they solve. But here's the good news: it doesn't have to be this way. With the right strategies, comp
06 June 2024 /regulation /wealth Fintech
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