Por: Marcos Puccini

11/02/2020

The Rise Of Robo Advisors In Wealth Management

The rise in AI hasn't missed the finance sector. Wealth managers should prepare and utilize the power of robo advisors to enhance their service offering.

Por: Marcos Puccini

04/02/2020

MiFID II and PRIIPs: A Breakdown Of The Latest European Regulations For Asset Managers

In January 2018, two new EU regulations came into force. MiFID II and PRIIPs. Read on for how this effects asset managers and their financial practices.

Por: Marcos Puccini

20/01/2020

How Technology Is Impacting The Asset Management Industry

The asset management industry is slow to adapt to change. However, with the increasing need to switch to digital processes, technology is the future.

Por: Marcos Puccini

20/01/2020

Why Wealth Managers Are Taking Big Data To The Cloud

Technology is constantly changing wealth management industries. Most notably, cloud computing is the biggest trend for organisations. Read on for why.

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.