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Harriet Christie

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...

26 Feb 2024
RegTech
Karthikeyan Rengasamy

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 portfol...

22 Feb 2024
Capital Markets Technology
Jose Pierre

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...

19 Feb 2024
Entrepreneur field
Jose Pierre

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...

16 Feb 2024
Artificial Intelligence and Financial Services
Jose Pierre

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...

15 Feb 2024
Artificial Intelligence and Financial Services
Max Koretskiy

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 deve...

14 Feb 2024
Fintech
Alex Kreger

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. ...

12 Feb 2024
Innovation in Financial Services
Dmitry Gooshchin

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 se...

05 Feb 2024
Artificial Intelligence and Financial Services
Eric Huttman

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 expo...

01 Feb 2024
Fintech
Stanislav Andreev

The Rise of AI in Investment Strategies in 2024: how AI revolutionizing investment strategies

The year 2023 brought us many surprises, but it is widely agreed that the dominant trend of the year was Artificial Intelligence (AI). Fact that AI has made a significant breakthrough and has become a...

31 Jan 2024
Fintech
Roberto Vigano

How BPaaS transforms back-office efficiency in wealth management

The financial industry has been characterized by ongoing margin compression and increased competition for the past few years. These trends are forcing firms to boost their efficiency, look for new rev...

23 Jan 2024
Banking Strategy, Digital and Transformation
Ravishankar Poonjolai

Alternative Investments for Retail Investors – Current Status

Alternative investments such as private equity, private debt, and real estate are long term in nature with higher fund management charges and a complex structure. So, they are more suitable for instit...

10 Jan 2024
Alternative Investments

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