Post Tagged with: "Investing & Capital Markets"

AI in Digital Wealth Management: Algorithms

AI in Digital Wealth Management: Algorithms

by March 23, 2016 at 3:00 am 1 comment

Are we looking for an algorithm that “If we all die, it would keep trading”? Should we be worried that electronic trading is mushrooming like airplane traffic, while we are not paying that much attention? Today, I’ll look for AI pigments of incremental changes in algorithmic trading, first on Wall StreetRead More

AI in Digital Wealth Management: Sniffing out investment opportunities

AI in Digital Wealth Management: Sniffing out investment opportunities

by March 22, 2016 at 2:35 am 0 comments

Economist Andrew McAfee concludes in his TedTalk “What will future jobs look like?” (already 3yrs old) that “The new ‘algorithm enabling’ technology is here today, and banks could use it to fundamentally change the value proposition for their customers.” Oscar Wilde said that: “The future belongs to those that canRead More

Cracking Silos Between Insurers and Asset Managers: A Fintech Solution

Cracking Silos Between Insurers and Asset Managers: A Fintech Solution

by March 17, 2016 at 3:00 am 0 comments

Financial institutions are fenced within a regulatory terroir. Europe is a multi-lingual continent with less than half a dozen currencies and more than two dozen legal & economic jurisdictions. Wilkommen y benvenuto. Financial regulations in Europe can fill a library, if there was an audience for it. But I can’tRead More

Good wealth management is a strength.

Digital Wealth management: A Videographic Update

by March 7, 2016 at 2:00 am 0 comments

This year can be characterized as the year that whispers about trends in “Digital Wealth management”  have become loud echoes, everywhere. Daily Fintech has been echoing (details in “Digital wealth management and the Icarus Deception“) that: Doing nothing in this new era is Unsafe This is an update on the market opportunity in DigitalRead More

Real Time Equities Settlement – three Blockchain projects at exchanges

Real Time Equities Settlement – three Blockchain projects at exchanges

by March 4, 2016 at 1:00 am 0 comments

Real Time Equities Settlement will change the global capital markets beyond recognition, impacting every player in the ecosystem. For long a technological pipedream, Real Time Equities Settlement is nudging closer to reality thanks to Blockchain technology. In this research note, we look at the progress being made by two established exchanges (NASDAQ andRead More

Cherry-picking Investment Managers: a Nascent Fintech Area

Cherry-picking Investment Managers: a Nascent Fintech Area

by February 29, 2016 at 1:04 am 0 comments

In this research note, I share elements of the complexity of the asset manager selection process and look into whether Fintechs have developed tools to improve this process. Last September marked the 40yr anniversary of the first index mutual fund created by whom else other than Vanguard. Even though itsRead More

6 Fintech Stocks That Outperformed during market downturn

6 Fintech Stocks That Outperformed during market downturn

by February 23, 2016 at 2:00 am 1 comment

In this Research Note we look at the Daily Fintech Index to see which publicly traded Fintech stocks held up best after the hammering that stocks took recently and look at 6 that outperformed in relative terms and which ones got hammered the most. In this version of the DailyRead More

Dazzling Fintech actionable Investment advice needing a bridge

Dazzling Fintech actionable Investment advice needing a bridge

by February 22, 2016 at 4:10 am 1 comment

Feeling nauseous this year from the financial markets? Have the symptoms persisted more than a week and more than just during business hours? Maybe its time to consider, taking your portfolio for a check up. In the US, you have two standalone options for walk-in free check up, GuardVest andRead More

The Other Unstoppable Robo-Advisor Trend: From Fees to Trust

The Other Unstoppable Robo-Advisor Trend: From Fees to Trust

by February 15, 2016 at 2:14 am 0 comments

The message has come across, loud and clear, in the investment world: “ Fees are eating up your returns” And even wealthy investors are reported to be migrating towards digitally delivered investment advice. Millionaires detest suspecting that they are taken advantage of with unnecessary surcharges. The market of so calledRead More

The Unstoppable RoboAdvisors: Leapfrogging the Independents

The Unstoppable RoboAdvisors: Leapfrogging the Independents

by February 8, 2016 at 2:31 am 1 comment

The Financial news focus in January was animated, colorful, and with 10 articles on Robo-Advisory. As markets are in turmoil and portfolios are bleeding, most of us are questioning the impact of the macro-economic cycle. Last week Bernard Lunn shared his thoughts on the impact of the macro-economic cycle on FintechRead More