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Latest /wealth expert opinions

Max Koretskiy

Max Koretskiy Investor, Cо-Founder at Blackshield Capital Group

The Evolution of WealthTech: Key Platforms Shaping the Future of Digital Wealth Management

Is the Market ready for Premium Digital Banking and New Technologies in the Financial Industry? With contributions from Andriy Hryshchuk, Senior Investment Analyst at Blackshield Capital About nine years ago, my partners and I attempted to digitise private banking. We began developing a digital platform for wealth management. At that time, I had o...

/people /wealth Fintech

Luke Allchin

Luke Allchin Director - North America at RFI Global

Bridging the Gap: Financial Institutions' Role in Supporting Younger Generations' Retirement Goals

Retirement planning has always been a crucial aspect of financial health, but the approach to it has evolved significantly over the years. The generational divide in the US presents a fascinating landscape where Baby Boomers, Gen X, Millennials, and Gen Z each exhibit distinct attitudes and strategies toward retirement. Understanding these shifts ...

/wealth /retail Banking

Indra Chourasia

Indra Chourasia Industry Advisor at Tata Consultancy Services (TCS)

The shifting priorities of Sustainable Investing in an uncertain ecosystem

The multi-speed growth pattern of Sustainable Investing Amid a volatile investment ecosystem fraught with economic fragility, and geopolitical fragmentation, sustainable investing exhibits signs of resilience with the continued growth of ESG assets globally. Following a phase of brisk growth observed during 2016-2020, ESG assets attained a size of...

/wealth /sustainable

Naina Rajgopalan

Naina Rajgopalan Content Head at Freo

Streamlined Payroll Solutions: Leveraging a Salary Calculator for Business Efficiency

A payroll includes determining the total working hours of the employees, allowances of the employees, withholding taxes, and maintaining financial records of all the payments. It requires you to calculate the tax, handle sensitive data of the employees, and deposit the salaries in the bank accounts of the employees. In this fast-paced world of Bus...

/wealth

Kaustuv Ghosh

Kaustuv Ghosh Founder at Nxtgen Payment Infra. Prometheus Labs.

AI, Sustainability and Supply Chains-The Importance of ASEAN for global investors.

I was pleased to be at the Reuters NEXT APAC Conference in Singapore earlier this month. This piece considers where ASEAN is placed, why it is important for the European Union(EU), the United States and power blocs, and the big ideas that are likely to firm up into actions after this event. I have drawn upon what speakers have said and added my ow...

/wealth /sustainable Artificial Intelligence

Luke Allchin

Luke Allchin Director - North America at RFI Global

The Investment Revolution: NewGen Investors and the Lure of Alternative Investments

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...

/wealth /retail Alternative Investments

Max Koretskiy

Max Koretskiy Investor, Cо-Founder at Blackshield Capital Group

The Hidden Value: Why British Stocks Are a Smart Investment Choice for 2024

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, ...

/wealth /markets Business

Jose Pierre

Jose Pierre CEO at Marketware International, Inc.

The Future of Wealth Management: Navigating Economic Trends and Technological Disruptions

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...

/ai /wealth Artificial Intelligence and Financial Services

Jeremy Takle

Jeremy Takle Founder and CEO at Pennyworth

The Next Evolution in Banking: why personal finance needs holistic solutions

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...

/wealth /retail Disruption in Retail Banking

Michael Rada

Michael Rada HUMAN at IBCSD LAB s.r.o,

DIAMOND IS INDUSTRY 5.0

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 ...

/wealth /sustainable INDUSTRY 5.0

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