346 Results from /wealth
Naina Rajgopalan Content Head at Freo
In today’s dynamic financial environment, lending businesses are under growing pressure. Rising delinquency rates, shifting customer expectations, and economic volatility are making traditional, one-size-fits-all collections strategies increasingly ineffective. To stay ahead, organizations must embrace smarter, more adaptive approaches to debt col...
29 May 2025 /wealth /markets
Hugo Gomez Co-Founder & CEO at Bourgeois Bohème
In recent years, the priorities of ultra-high-net-worth families have undergone a clear shift. While preserving capital remains important, the conversation today increasingly turns to legacy, purpose, and long-term resilience. The most sophisticated families are redefining what wealth stewardship means — driven by a generational shift, market vola...
29 May 2025 /wealth /predictions Trends in Financial Services
Sam Boboev Founder at Fintech Wrap Up
On March 27, 2025, Robinhood made waves again. At its second annual Gold Keynote, the company unveiled three major products—Robinhood Strategies, Robinhood Banking, and Robinhood Cortex—all designed to bring private banking and professional-grade investing tools to everyday users. Robinhood Strategies offers personalized, expert-managed portfolio
18 May 2025 /wealth /markets
Nkahiseng Ralepeli VP of Product: Digital Assets at Absa Bank, CIB.
For years, digital assets carried a whiff of skepticism in traditional finance circles – a perceived “taboo stain” that serious institutions were hesitant to touch. Many remembered the early days of Bitcoin’s wild price swings, high-profile exchange hacks, and regulators sounding alarms. Crypto companies struggled for mainstream respect; a large p...
14 May 2025 /wealth /crypto
Julie Bourgeois Head of Legal and Compliance at 6 Monks
With AIFMD II implementation, MiCA enforcement for crypto assets, and SFDR refinements shaping the landscape, regulators are expected to increase scrutiny on risk management, ESG transparency, and fund liquidity, while industry bodies push for more harmonization across jurisdictions. The challenge remains balancing investor protection with the fle...
09 May 2025 /regulation /wealth Alternative Investments
Artem Goryushin Business Analyst at Self-Employed
Binary options signal services help traders spot opportunities by sending real-time trade alerts based on technical setups or algorithmic triggers. With dozens of providers emerging across platforms like Telegram and broker-native systems, it's important to separate structured tools from noise. Below is a curated list of five signal providers acti...
03 May 2025 /wealth /markets Banking
David Clee Co-Founder & CEO at MirrorWeb
If you and your compliance team are jumping between separate systems just to track Slack messages, email threads, mobile chats and collaboration tools, you're not alone. The digital-first workplace has made communication faster, but supervision more fragmented, and riskier than ever. Regulators like the SEC, FINRA, and the CFTC have made it clea
28 April 2025 /regulation /wealth Fintech
Jason Linus Director Growth at Primesoft
Investing has evolved. The next generation of investors is more tech-savvy, empowered by digital tools and social media, and ready to make their mark on the financial world. But as they navigate the complexities of stocks, crypto, and other assets, there’s one crucial element they often overlook: the power of their own minds. Behavioral finance, a...
25 April 2025 /wealth /inclusion
Eugenia Mykuliak Founder & Executive Director at B2PRIME Group
In my experience, every financial company feels a constant tug-of-war between two equally important priorities: keeping the business running smoothly and pushing it to evolve. One is about maintaining stability, the other is about transformation and changing things for the better. And while it might sound simple to say “you need to find a balan...
17 April 2025 /wealth
Dmytro Spilka Director and Founder at Solvid, Coinprompter
ISAs have grown to become one of the UK’s favourite investment strategies in recent years, but what happens when an economic downturn threatens your profitability? And what type of individual savings account offers the most resilience in the face of a recession? Whether you prefer the relative security of fixed-rate Cash ISAs or the earnings pote...
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