Managers of Wealth Fintech

Year in Review: Technology

The company was actually founded nine years ago, and it wasn’t obscure by any means – it just didn’t have the audience it now boasts.

Tech 2020: Our biggest stories and what happened next

Some of the biggest tech companies saw their profits soar, and a few lucky-placed start-ups such as Zoom and Deliveroo also benefitted.

Ten Ways Covid-19 Has Changed the World Economy Forever

Big government staged a comeback as the social contract between society and the state got rewritten on the fly.

Fintech in 2021: How fintech will evolve over 3-5 years

Fintech landscape will see emergence of innovations that will facilitate holistic financial services over single mobile interface

Overview of Fintech in Africa in 2020 and Predictions For 2021

There has been hope through vaccine breakthroughs but that will depend on logistics, availability, and acceptance.

Refinitiv's Leon Saunders Calvert on sustainable investing in 2021 (financial materiality, funds & financing)

As we move into 2021, how will 2020’s effects shape the financial industry? What will emerge as break through themes and trends?

What changes are asset managers planning to make to wholesaler compensation?

Our recent survey shows 56% of asset managers are considering changes to their compensation structures and nearly every asset manager is rethinking how to measure sales success.

ESG preferences and MiFID suitability

Investment advisors and portfolio managers will soon be required to incorporate clients’ sustainablity (or ESG) preferences into their suitability assessments – what kind of challenges will this pose?

Key considerations for evaluating shadow services options

Managers take a number of different approaches to shadowing.

Financial Technology Sector | Q3 2020

This quarter, we are highlighting 56 FinTech M&A transactions

Broadridge Highlights Market Leadership and Growth Objectives at 2020 Investor Day

Targeting Fiscal Year 2020 - 2023 Recurring revenue growth of 7-9% and Adjusted EPS growth of 8-12%

Saxo Bank 2021 Outrageous Predictions: The Future is Now

With a shared ledger structure, any content alterations would immediately be visible to everyone, and every news item is always traceable to its original source, suppressing misinformation that other sources can’t verify.

BlackRock Survey Shows Acceleration of Sustainable Investing

The survey gathered insights from 425 investors in 27 countries

Digital donations: retailers using technology to offer something back

Some charities require corporate support like never before, and retailers are finding new ways to use technology to facilitate donations

Bill Stone shares leadership advice with Forbes

Bill applies that philosophy to focus on facts and numbers and treat everyone equally—don’t play favorites.

Twenty years ago, top technologists were queuing to join banks

The platform Butler's developed at Velox is intended to offer a workaround to banks' technology talent issues.

New Research: Over 40% of Companies in MENA Facing Regulatory Investigations Due to Poor Integration of Technology

These stark findings come at a time when COVID-19 has significantly accelerated the digital transformation of businesses around the world, which is in turn attracting much greater scrutiny from regulators.

Updates to Bermuda’s Economic Substance Declaration Portal

Any entity with an incomplete ESD filing on the portal should complete the filing prior to the update.

Breaking Down The Impact Of Covid-19 On Financial Services

To that point, we’re going to explore the specific effects COVID-19 has had on some important sectors and functions within the financial world.

Comment & Analysis