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Latest /wealth expert opinions

Max Koretskiy

Max Koretskiy Investor, Cо-Founder at Blackshield Capital Group

Whom Will Millennials Give Their $84 Trillion To?

Twenty-five years in the financial market – is it a lot or a little? It depends. For classic investment banks with a hundred-year history, this is not a term. For fintech startups, neobanks that draw strength and motivation from a rapidly changing reality, this is an eternity. Nevertheless, for both the former and the latter, the next 25 years wil...

/ai /wealth Fintech

Matt Ryan

Matt Ryan Chief Transformation Officer at Reef

Keeping Customers Loyal When There Is Too Much Choice

93% of consumers compare products online before making a purchase, and with more choice than ever, particularly when it comes to financial services, wealth management and digital asset management, the amount of choice can be confusing. For potential clients, it can be tempting to pick whatever’s easiest rather than struggle to find the best produ...

/people /wealth Trends in Financial Services

Chandresh Pande

Chandresh Pande Consultant at TCS

Transforming UK Pensions Landscape - The role of QPDS under the Pension Dashboard Program

As per the latest survey, one in four people has lost track of at least one pension in the UK, with almost three million pension pots left unclaimed. The estimated combined value of these unclaimed pensions is a staggering £26.6 billion1. Thus, a pressing need was long felt by the authorities and pension holders in the UK for a program that helps ...

/wealth /inclusion Consumer Financial Health

Jose Pierre

Jose Pierre CEO at Marketware International, Inc.

Chapter 1: Introduction to Strategic Consulting in Wealth and Asset Management

In the complex and ever-evolving world of wealth and asset management, strategic consulting plays a pivotal role in shaping the future of firms and ensuring their sustained growth and competitiveness. At its core, strategic consulting involves providing expert guidance and actionable insights to navigate challenges, capitalize on opportunities, an...

/ai /wealth Fintech World

Harriet Christie

Harriet Christie Chief Operating Officer at Mirrorweb

2024 so far - Recordkeeping Revamps and Regulatory Rigor

The typical narrative is that as time passes, digital regulation becomes more stringent. Accountability becomes a greater requirement as technology continues to advance and occupy a more meaningful proportion of our professional lives. There’s nothing new here, and yet recent regulatory activity has been even more intense than expected across a va...

/regulation /wealth Fintech

Matt Ryan

Matt Ryan Chief Transformation Officer at Reef

The Next Wave of Client Engagement: AI and Digital Hospitality

Digital Hospitality is a new paradigm in client engagement that emphasises what can be done through next-generation digital tools to engage clients. These tools have been used for years, but have significantly increased during the pandemic as face-to-face meetings became less common. Today, they are a part of many companies’ outreach efforts, so w...

/ai /wealth Artificial Intelligence and Financial Services

Joris Lochy

Joris Lochy Product Manager at Intix | Co-founder at Capilever

Demystifying Investing: The Power of Digital and Generative AI

With an audience of fintech enthusiasts, I am probably preaching to the choir, but investing your excess savings remains critical to preserving and hopefully increasing the buying power of your hard-earned money. Unfortunately in practice, this is easier said than done. After years of great enthusiasm, investments in robo-advisors seem to be retur...

/wealth /retail Digital Banking Trends

Max Koretskiy

Max Koretskiy Investor, Cо-Founder at Blackshield Capital Group

Five Fundamental Characteristics of Attractive Investment Stocks

Traditionally, when considering the topic of investments in stocks of public companies, we focus on the trends of the American stock market, as the largest and liquid market in the world. It is a key arena for investors due to its wide diversification, technological innovation and strict regulation. Since the beginning of 2024, the US economy and ...

/wealth /markets Analytics in Banking

Dmytro Spilka

Dmytro Spilka Director and Founder at Solvid, Coinprompter

The DeWealth Revolution: How Blockchain is Driving Digital Transformation in Wealth Management

The blockchain revolution in the wealth management landscape is already underway, and offers a more secure and transparent means for individuals and organizations to build a more sustainable economic future: The age of DeWealth is upon us. Facilitating real-time asset tracking, smart contracts for investment automation, and decentralized control o...

/wealth

Julia Khandoshko

Julia Khandoshko CEO at Mind Money

Adaptation to the New Market Paradigm Is a Key for Asset Managers to Prosper

In 2023, asset managers saw record gains, exemplified by J.P. Morgan's asset and wealth management business, which reported $3.4 trillion in assets under management, a 24% increase from the previous year, totalling $656 billion. Despite last year's strong performance, the looming question for 2024 is how asset managers will adapt to the current h...

/wealth /markets

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