Good wealth management is a strength. This year can be characterized as the year that whispers about trends in “Digital Wealth management”  have ...

Real Time Equities Settlement will change the global capital markets beyond recognition, impacting every player in the ecosystem. For long a technological pipedream, ...

In this research note, I share elements of the complexity of the asset manager selection process and look into whether ...

In this Research Note we look at the Daily Fintech Index to see which publicly traded Fintech stocks held up ...

Feeling nauseous this year from the financial markets? Have the symptoms persisted more than a week and more than just ...

It is interesting to note that globally there has been something of a systematic crackdown on bitcoin. The enforcement actions ...

The message has come across, loud and clear, in the investment world: “ Fees are eating up your returns” And ...

The Financial news focus in January was animated, colorful, and with 10 articles on Robo-Advisory. As markets are in turmoil and ...

We are nearing the end of this macro cycle. The next bear market is inevitable even if not imminent; we cannot ...

Do you have a complaint to share about being compliant? Regulatory compliance is complex, moving, and cross cutting (more in ...