Despite the advancements in Portfolio Management Systems (PMS) for the wealth advisory field, there are still several shortcomings that need to be addressed better to serve the needs of financial...
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Executive Summary: The asset management industry is changing significantly, driven by shifting investor preferences, technological advancements, and regulatory developments. As a result, the role of asset management wholesalers is evolving...
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Fueled by millennials and Gen Z, the self-directed investing trend challenges traditional financial institutions as new investors to rely on low-cost platforms, social media for information, and socially-driven investment strategies....
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The financial advisor and client interactions during the planning and execution phases are often complicated, requiring substantial manual intervention and administrative tasks. This time-consuming and labor-intensive process can impact the...
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The financial advisor and client interactions during the planning and execution phases are often complicated, requiring substantial manual intervention and administrative tasks. This time-consuming and labor-intensive process can impact the...
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Resilience is the ability to withstand, adapt to, and recover from adverse events, whether internal factors, external shocks, or a combination of both. In the context of the banking sector,...
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Dynamic risk management is an adaptive approach to risk management that emphasizes continuous monitoring, assessment, and mitigation of risks in response to a rapidly changing environment. It enables organizations, particularly...
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Digital overlay services are value-added solutions that leverage the core infrastructure of real-time payment systems to deliver enhanced functionality and user experiences. These services can enrich the payment process, enable...
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GreenComp is a European sustainability competence framework that provides a comprehensive overview of the skills and knowledge that are essential for sustainability professionals. It is divided into four main areas:...
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Open Banking is a financial services paradigm that promotes increased transparency, accessibility, and innovation in the banking industry by encouraging banks to securely share their customers' data with third-party providers...
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