Strategy

US and Asian Wealth Management Professionals Discuss Financial Planning and Effective Use of Robo-Advisory Services

When discussing wealth management strategies and how Fintech solutions can help investors better manage their portfolios, analysts often talk about how to create new wealth. They may discuss goal setting, risk profile management, and investment management. Dr. Sekar Jaganathan, Director of Digital Strategy at Kenanga… Read More

Brendan Carroll from Chicago’s Victory Park Capital Says Banks and Fintechs Can Operate Effectively in New Business Environment

In early 2020, Opportunity Financial began evaluating whether it should go public. The online lending platform was interested in shifting focus away from the installment loan business to various other financial products (in order to improve its company profile). Jared Kaplan, CEO of the Chicago-based… Read More

Asia: P2P Lending Investment Outlook for HNWIs and Institutional Investors

The ASEAN economy is expected to become the fourth-largest economy in the world by 2030, growing at a pace of over 5% per year. Small and medium enterprises (SMEs) are the biggest contributors to this regional growth — they account for between 89% and 99%… Read More

Fintech Adyen Explains how Offering Seamless Payments can be an “Unobvious” Driver of Business Growth and Expansion Efforts

Payments platform Adyen (AMS:ADYEN) notes that during times like these, it can be challenging to find the “headspace” to map out business growth plans. Adyen also mentioned that it can be difficult to know where exactly to start. The Fintech firm  thinks that what we… Read More

Currencycloud Says the Days of Unrestricted EU Market Access for UK Firms are Over, Explains how to Approach New Business Environment

Currencycloud, a cross-border payment platform, notes in a blog post that UK businesses have been struggling to deal with various issues ever since the country voted in 2016 to leave the European Union (EU). While the agreement reached between the United Kingdom and European Union… Read More

Banks Must Invest in Digital Transformation and Need to Think About Deployment of Fintechs and Value-Added Services, Industry Exec Says

Banking Circle, a financial infrastructure developer, notes that digitalization “dramatically accelerated” in order to address the challenges of 2020. Banking Circle writes in a blog post that having had to innovate (and fast) due to the socioeconomic challenges created by COVID-19, banking institutions are now… Read More

Fintech Unicorn Brex Explains how Digital Commerce Startups can Scale Operations by Selling Wholesale

Silicon Valley-based Fintech Unicorn Brex recently explained how selling wholesale can help your business expand its operations. Brex notes that many digital commerce business owners start out quite small: an online shop or retail location, a “handful of new products” and perhaps a couple of… Read More

Dan Dolev from Mizuho Says Fintechs like PayPal and Square have P2P Payments Edge Against Large Banks

Dan Dolev, Mizuho senior Fintech Analyst, recently commented on who he thinks might be the long-term “winners” in payments and the wider financial technology space. Dolev, who shared his views and insights with Yahoo Finance, noted that Square is “all about the terminal value.” He… Read More

Zoe Adamovicz, CEO at Neufund, Reveals how Blockchain or DLT enabled Crowdfunding Platforms can Streamline Investment Process

Zoe Adamovicz, CEO and Co-founder of Neufund, recently explained how a blockchain or distributed ledger tech (DLT)-powered fundraising platform actually works. Neufnd was established in 2016 and its main value proposition involves democratizing access to funding for  entrepreneurs and also to make it more convenient… Read More

BIGG Digital Assets to Acquire Additional Bitcoin (BTC) Using its Free Cash Flows from Business Operations

BIGG Digital Assets Inc. (CSE: BIGG; OTCQB: BBKCF; WKN: A2PS9W), which is the owner of Netcoins (Netcoins.ca), the online digital currency brokerage that makes it convenient for Canadians to purchase, sell, and learn about cryptos, and the owner of Blockchain Intelligence Group (BIG), a developer… Read More

Morgan Stanley Division, which invests in Amazon, Slack, Zoom, Is Considering Gaining Exposure to Bitcoin (BTC)

A $150 billion Morgan Stanley (NYSE:MS) investing division, which is well-known for its ability to select growth or high-potential stocks, is reportedly looking into whether it should add Bitcoin (BTC) to its investment strategy. Counterpoint Global, a division of Morgan Stanley Investment Management that has… Read More

Aaron Cummings from UK’s LendInvest, a Property Finance focused Fintech, Reveals how to Effectively Manage Portfolios

Aaron Cummings, Portfolio Manager at LendInvest, a leading UK based Fintech firm focused on the property finance sector, recently commented on his role, which is to deliver on development loans. Cummings also offered insights regarding what good portfolio management is all about. Cummings, who reportedly… Read More

Dramatic Rise in SPACs Is Reflection of Market with Surplus Liquidity and Not Enough Assets to Acquire, JPMorgan Exec Explains

JPMorgan Co-President Daniel Pinto recently noted that he doesn’t see another stock market correction “anytime soon,” unless the current situation “changes dramatically.” Pinto also said during his interview with CNBC that Fintech challengers are really good at providing “great client experience.” He acknowledged that they’ve… Read More

Investing in Real Estate: These Platforms Simplify the Process of Property Investing

Real estate has always held a certain allure for sophisticated investors as typically, over the long run, it appreciates in value and can also generate a  good amount of immediate cash flow – so both yield and capital gains. Until recently, unless you had big… Read More

Yann Murciano: CEO at P2P Property Lender Blend Network Reveals how Company Managed to Grow Operations even During COVID-19 Crisis

We recently connected with Yann Murciano, CEO at online peer to peer lender Blend Network, who had previously explained in an interview with CI last year that we’re witnessing the “democratization of property investing” in the 21st century. As covered in December 2020, the Blend… Read More

Goldman Sachs Partner and Head of Product Adam Dell Leaves Leadership Role on Marcus as Bank Changes Consumer Business Strategy

Goldman Sachs (NYSE:GS) partner Adam Dell has reportedly stepped down from his role as one of the main professionals working on Marcus, the digital-only bank created by the giant Wall Street investment bank. Dell has left the initiative as Goldman Sachs gets ready for a… Read More

Fintech Firm Blend Explains how Relationship Banking can be “Reframed” for an “Increasingly Digital” Environment following COVID Outbreak

San Francisco-based Blend, which claims to offer market-leading digital lending technology that makes the process of acquiring a loan simpler, faster, and safer, recently shared key insights on “reframing relationship banking for an increasingly digital world.” Fintech firm Blend, which recently acquired $300 million in… Read More

How Tax Authorities Should Treat Cryptocurrency Staking Rewards

  Let me start with a confession: I am not smart enough to be a tax lawyer, certainly not a US tax lawyer.  The intricacies of the US tax code defy my brain’s attempts to systematize a coherent taxonomy.  The tax code is too complex… Read More

Personal Finance Professional Explains how 401(k) Plans, Robo-Advisors, Investment Apps can Help Grow Our Wealth

Erica Gellerman, a CPA, MBA, and personal finance expert, notes in a blog post published by Chime Financial Inc. (a US-based banking challenger valued at around $14.5 billion) that if you’re planning to grow your wealth or net worth, then investing can be “a smart… Read More

Wealth Management and Fintech Veteran Bob Miller from PCR Says Digitalization Is “A Real Thing” Driving the Industry Forward

Robin Melnick, Director, Alliances & Partnerships at Addepar, a leading provider of technology for the wealth management industry, recently connected with Bob Miller, CEO of PCR, a private client wealth aggregator assisting wealthy families, their advisors, and wealth tech companies develop “winning” digital transformation strategies…. Read More

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