76 Results from 2024, /wealth
Harriet Christie Chief Operating Officer at Mirrorweb
The Securities Exchange Commission (SEC) is trying to instigate deep cultural change around compliance following a high-profile crackdown on ‘off-channel’ communications. Many firms find themselves in a difficult scenario – a kind of regulatory purgatory where they know that they need to make significant changes to their recordkeeping infrastruct...
09 April 2024 /regulation /wealth RegTech
Max Koretskiy Investor, Cо-Founder at Blackshield Capital Group
Wealth management is an industry with established rules and traditions. For example, one of the first private banks that provided asset management services – the British Coutts – has been operating since 1692. However, recently even this conservative industry is experiencing significant changes. The work of asset managers is complemented by technol...
03 April 2024 /people /wealth Fintech
Serter Kazim Solak Data Engineer Manager at Yapi Kredi Bank
According to Gartner Peer Insights Reviews and Ratings, Microsoft (Power BI), Tableau, and Qlik are frequently the industry leaders in analytics and business intelligence platforms. However, how do these top platforms improve the field of data analytics, what distinguishes them, and what are their alternatives? Introduce yourself to the world ...
28 March 2024 /wealth /predictions
Mete Feridun Chair at EMU Centre for Financial Regulation and Risk
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...
05 March 2024 /wealth /markets Data Management and Governance
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. ...
26 February 2024 /regulation /wealth RegTech
Karthikeyan Rengasamy Chief Architect and Research Scholar at TATA Consultancy Services
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...
22 February 2024 /wealth /markets Capital Markets Technology
Jose Pierre CEO at Marketware International, Inc.
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...
19 February 2024 /people /wealth Entrepreneur field
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...
16 February 2024 /wealth /predictions Artificial Intelligence and Financial Services
15 February 2024 /wealth /predictions Artificial Intelligence and Financial Services
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...
14 February 2024 /payments /wealth Fintech
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