Tag: Personal Finance

  • Why is Wealth Management Technology So Important?

    Why is Wealth Management Technology So Important?

    It is time-consuming to switch from one wealth management tool to another. However, today, you have the option to have a wealth management software solution perfect for your specific needs as a wealth manager, an advisor, or a simple investor. In today’s competitive financial world, investors and wealth advisors have to be at a cutting […]

  • Tackling the cost of living crisis: Interview with Suzanne Jones

    Tackling the cost of living crisis: Interview with Suzanne Jones

    Fintech is all about solving big problems. At least, it should be. One of the most important premises of fintech is that it is a wave of innovation that is changing financial services for the better. Ultimately changing the world for the better. It is obviously quite exciting when fintech startups decide to attack seemingly […]

  • What’s next for student finance? Interview with Ethan Fraenkel

    What’s next for student finance? Interview with Ethan Fraenkel

    Student finance is a mess in many countries… Unless you are lucky to live in a country where the university fees are free and of quality… Higher education is often a quite a challenge from a personal finance perspective. Most students are faced with a tough choice: trying to borrow large amounts or skip university […]

  • Investment Advisory’s Future: Interview with Michael Summerton

    Investment Advisory’s Future: Interview with Michael Summerton

    The wave of fintech disruption that came after the Great Financial Crisis was strong. Incumbent banks and financial service providers were not in a strong position. And so new companies took the opportunity and emerged. Slowly but surely gaining customers and grabbing market share. Most of that growth was due to superior user experience, surfing […]

  • Behavioural finance and Fintech: Interview with Julien Revelle

    Behavioural finance and Fintech: Interview with Julien Revelle

    What is really great about fintech, is that it is here to solve problems. That is the ultimate premise. Take broken things in financial services, and turn them into something much better. But can investor risk assessment be fun? That seems like a tall order. I do not know if you have ever done a […]