Tag: Wealth
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The True Democratisation of Wealth Management
Have we reached the stage of true democratisation of finance? Or, better yet, of wealth management? In case you have missed it, the digital broker Robinhood just did a big IPO. Big as in it gave the company an initial market capitalisation of $32 billion. Everybody was expecting it, but that’s not pocket change. At…
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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…
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What can you do with AI in Financial Services?
Artificial Intelligence (AI) is probably the biggest buzzword in the business and finance world. Yes, even more than blockchain. AI is not particularly new and can trace its roots back to the mid 1950s. However, it is true that developments in computing over the past 20 years have led the field to progress tremendously. It…
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Top Finance Skills to understand Fintech
It’s very true that Fintech is a lot about tech, as per the little war for talent happening in the industry. So it’s obviously helpful if you have tech skills like coding. However, let’s not forget that we are talking about finance here. Without finance, there is no financial technology. Maybe it seems obvious, but…