373 Results from /wealth
Joris Lochy Product Manager at Intix | Co-founder at Capilever
Active investing is challenging, often yielding less-than-desired results for the average investor. While professional investors with access to advanced tools, up-to-the-minute market information, and complex models might occasionally beat the market, for most of us, that’s a near-impossible feat. The efficiency of markets today means that any pu
21 October 2024 /wealth /retail Fintech
Luke Allchin Director - North America at RFI Global
US households are grappling with financial challenges at levels unseen since the 2008 financial crisis. Inflation, fluctuating markets, and economic uncertainty have forced many people to re-evaluate their financial plans, explore new financial products and even switch their financial providers. Yet, despite the rising need for financial advice, f...
10 October 2024 /wealth /retail Banking Strategy, Digital and Transformation
Retired Member
Prologue The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained importance in backdrop of increased regulatory focus on the quality of advice being provided and the drive towards delivering good client outcomes or...
07 October 2024 /ai /wealth Banking Strategy, Digital and Transformation
Joe Teno Director - Wealth Management Consulting at NTT DATA
Traditional wealth management is, and was, deeply rooted in personal relationships and high-touch services. Advisors and clients often meet face-to-face, building trust over time through personalized advice and meticulous service. This model, while effective for previous generations, is now being challenged as we enter the greatest wealth transfer ...
03 October 2024 /ai /wealth Artificial Intelligence and Financial Services
Harriet Christie Chief Operating Officer at Mirrorweb
The Financial Conduct Authority’s (FCA’s) Consumer Duty officially came into action over a year ago, with an implementation deadline of 31st July 2023 for all new and existing products and services. The regulator favored a phased approach, with different obligations landing at different stages throughout the adaptation. This concluded in July 202
02 October 2024 /regulation /wealth RegTech
As the world becomes increasingly aware of the climate crisis, social inequalities, and corporate governance issues, consumers are demanding more responsibility from businesses, including banks and financial institutions. This shift didn't happen overnight, but the evolution of consumer attitudes towards environmental, social, and governance (ESG)...
26 September 2024 /wealth /sustainable Banking
Saeid Kian Co-Founder and CEO at Ribbon
Today’s financial institutions face fierce competition from digital banks — fintechs operating solely through online and mobile branches. This need to modernize to compete becomes even more evident when younger generations (Gen Z and Millennials) are more inclined to do business with digital-only banks. At the same time, it has never been a bette...
11 September 2024 /wealth Banking Strategy, Digital and Transformation
Sasank Chary Partner at Sageview Capital
By Sasank Chary and Andy Greos For the past several years, the wealth management industry has been experiencing a significant transformation, as advice is moving away from traditional investment-centric approaches towards more comprehensive, planning-led value propositions. This change has been driven by well-documented factors, including the Baby...
10 September 2024 /wealth
Max Koretskiy Investor, Cо-Founder at Blackshield Capital Group
To become a billionaire, you need to benefit a billion people. I first heard this idea in 2017 at an event at Singularity University (California, USA), where I was studying. It stuck with me and greatly inspired me. I was drawn to Silicon Valley by my interest in the technology sector. I believed in this industry—as a businessman, a visionary, and...
09 September 2024 /people /wealth Fintech
Alexander Boehm Chief Executive Officer at PayRate42
Cryptocurrencies like Bitcoin, Ethereum, and others have revolutionized the world of finance and investment. However, what happens to these digital assets when the owner passes away? Unlike traditional assets, the inheritance of cryptocurrencies involves a unique set of challenges and considerations. This guide will explore how to ensure your di
02 September 2024 /wealth /crypto
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