Por: Yuryi Ferber

14/11/2019

How Wealth Managers Can Embrace Digital Disruption Within the Investment World

Disruption in a business context is innovation that radically alters the way things are done. Often, it’s for the better, even if it means redundancy and obsolescence.

Por: Raul Tortima

11/11/2019

Some thoughts on derivatives - Options

As a rule of thumb, derivatives are associated with high risk, complexity and operational pitfalls.

Por: Raul Tortima

11/11/2019

Robo-Advisors and its expectations

As with any disruptive technology or process on the horizon, robo-advisors are not immune to a hail of fervent criticism. At the same time, virtues are amplified on a large scale, causing frisson even on professionals used to the state of the art in technology.

Por: Raul Tortima

11/11/2019

Considerations on stocks

Given the tiresome discussion of the best method to evaluate the purchase - or sale - of a stock, the truth is that both fundamental and technical analysis can provide interesting tools, depending on the goal sought.

Por: Raul Tortima

01/11/2019

An investment comparison: US x Europe

How huge is the difference between the US investment market and its counterparty formed by the major economies in Europe? Huge indeed, either when looking at the investors’ mindset, the infrastructure that houses it, or the investment alternatives.

Por: Raul Tortima

01/11/2019

Modeling a system for managing options

There is no doubt about the importance of technology in the world of finance. In some cases, the lack of automated controls makes it impossible to implement the operation.

Por: Raul Tortima

01/11/2019

We're reconciled. Why Is My Performance Wrong?

Upon completing basic reconciliations of positions, many advisors feel they have done enough to generate accurate client reports.

Por: Raul Tortima

01/11/2019

Behind a Wealth Management practice

When optimizing the line of production - entire front to back - it`s absolutely important to find the best balance of nimble and safe, not only releasing the staff from the burden of several double checking, but mostly resting assured they will have as many noble activities as possible.

Por: Yuryi Ferber

30/09/2019

BRITech expands its distribution franchise channel and reaches Latin America

BRITech made a selective process to expand its distribution channel and reach Latin America. After a few months, it struck a deal with Finnerve to offer BRITECH's Wealth Management software products.