336 Results from /wealth
Jignesh Kapadia
Financial Services Industry plays a very crucial role in global commerce landscape. It is undergoing a rapid transformation with new technology advancements and innovations, changing customer’s behavior, expectations and a regulatory landscape that is ever demanding. The Executives (CXO/CMO/CRO/CFO/CPO/CDO) face a challenge to tr
18 February 2025 /ai /wealth Artificial Intelligence and Financial Services
In today’s constantly changing world, global challenges, and business landscape there are many challenges that the leaders and organizations must go through. For the Financial Services industry it presents new or increasing risks for investors, such as climate risk, increased regulatory pressures, social and demographic shifts, pri
18 February 2025 /wealth /sustainable Alternative Investments
Harriet Christie Chief Operating Officer at Mirrorweb
Understanding the Risks of Non-Compliance Failing to meet website compliance standards isn’t just an oversight—it’s a direct threat to your business. Here’s what’s at stake: Hefty Fines: Regulatory bodies are ramping up enforcement. The figures for the second half of 2024 are not yet available, but from July 2023 to June 2024, ASIC imposed $92 m...
13 February 2025 /regulation /wealth Financial Services Regulation
Dmytro Spilka Director and Founder at Solvid, Coinprompter
It’s official, the next generation is already shaping up to be savvy savers. But how can we prepare our children for the best possible future? According to Aviva figures, parents estimate that their children, aged 16 and under, have saved an average of £416 on their pocket money. The study shows that 24% of parents believe that their child has s...
10 February 2025 /wealth
Selecting the right compliance solution is no longer just about ticking regulatory boxes. It’s about future-proofing your organization against the rising tide of risks and inefficiencies. One of the biggest threats hiding in plain sight? Technical debt—and it might already be costing your business more than you realize. According to a 2022 repor...
07 February 2025 /regulation /wealth RegTech
Joris Lochy Product Manager at Intix | Co-founder at Capilever
In recent years, passive investing has gained significant popularity, particularly through low-cost, well-diversified ETF (Exchange-Traded Fund) portfolios. In Belgium, the term "hangmatbeleggen" (Dutch for "hammock investing," referring to this relaxed investment approach) was even named the word of the year in 2024. This sty
03 February 2025 /wealth /retail Banking
Luke Allchin Director - North America at RFI Global
Life insurance, once a staple of financial planning for American households, is undergoing a quiet transformation, only half of US households have life insurance compared to three quarters 20 years ago. As life stages shift and household dynamics evolve, consumer sentiment towards life insurance has changed significantly since the start of the mil...
16 January 2025 /wealth /retail Banking
Naina Rajgopalan Content Head at Freo
Buy and sell signal software is a cutting-edge tool in the world of trading, designed to assist traders and investors in making well-informed decisions about their financial endeavors. By leveraging advanced algorithms and technical analysis, this software identifies potential buy and sell opportunities in the market, providing users with valuable...
13 January 2025 /wealth /markets
Opening and contributing money to an Individual Savings Account (ISA) is a tax-efficient way for those in the UK to save or invest. However, as most people have financial savings goals, it's essential to understand the different types of ISAs. Some ISA types allow you to save money without paying tax on the interest that you earn, while others ena...
08 January 2025 /wealth
Katherine Maslova CBDO and Founding Member at Bourgeois Bohème
The financial world stands on the verge of a historic transformation. Over the next two decades, Baby Boomers will transfer an estimated $84 trillion to Millennials and Gen Zers, in what is labeled as one of the greatest shifts in economic power of our time. For financial institutions, this represents both a once-in-a-lifetime opportunity and ...
06 January 2025 /payments /wealth The future of Payments in Europe
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