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Latest /wealth expert opinions

Jose Pierre

Jose Pierre CEO at Marketware International, Inc.

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 strategies, incorporating advanced technologies like predictive analytics, sentiment analysis, and real-time news data. Financial institutions are l...

/wealth /predictions Artificial Intelligence and Financial Services

Jose Pierre

Jose Pierre CEO at Marketware International, Inc.

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 strategies, incorporating advanced technologies like predictive analytics, sentiment analysis, and real-time news data. Financial institutions are l...

/wealth /predictions Artificial Intelligence and Financial Services

Max Koretskiy

Max Koretskiy Investor, Cо-Founder at Blackshield Capital Group

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 development of financial markets, as well as population growth and increasing the level of people's income. Additionally, the policies of many Central ba...

/payments /wealth Fintech

Alex Kreger

Alex Kreger Founder & CEO at UXDA

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. While working on a recent investment product for our client, we found that users needed help first making sense of their investments by setting their...

/wealth /retail Innovation in Financial Services

Dmitry Gooshchin

Dmitry Gooshchin COO at EndoTech

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 sets prices – without undue interference from meddling central banks and the like. That event – a potentially profitable one, at that – is the next Bi...

/wealth /crypto Artificial Intelligence and Financial Services

Eric Huttman

Eric Huttman CEO at MillTechFX by Millennium Global

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 exposure, they often suffer from a lack of transparency, especially when it comes to pricing. MillTechFX’s own research found that 73% of UK fund managers...

/wealth /markets Fintech

Stanislav Andreev

Stanislav Andreev Senior lawyer at SBSB FinTech Lawyers

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 an integral part of our lives. This also holds true for the field of investments. In this essay, I aim to delve deeper into the convergence of Investm...

/wealth /markets Fintech

Roberto Vigano

Roberto Vigano Chief Banking Operations Officer at Avaloq

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 revenue sources and reduce time-to-market. Clients, especially the tech-savvy younger generation, increasingly expect highly personalized services for lo...

/wealth Banking Strategy, Digital and Transformation

Ravishankar Poonjolai

Ravishankar Poonjolai Consulting Partner at TCS

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 institutional investors for the additional growth potential than peers in public. Hence retail investors also want to include alternatives in their overall...

/regulation /wealth Alternative Investments

Linda Meyerson

Linda Meyerson Blogger/Writer at Independent

5 Companies to Watch as the U.S. Nears Approval of Its First Crypto ETFs

As the United States stands on the precipice of a landmark decision regarding the approval of its first cryptocurrency Exchange-Traded Funds (ETFs), the financial and technology communities are buzzing with anticipation. Recent discussions between investment management firms, stock exchanges, and the U.S. Securities and Exchange Commission (SEC)

/wealth /crypto Capital Market Technology

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