December 13, 2023

In The Know: What Is Day Trading?

The price of publicly traded financial instruments like equities, derivatives, and futures contracts is constantly fluctuating. Day trading is the buying and selling such instruments within the same trading day to profit from these short-term price movements. In the case of so-called high-frequency day trading, hold times can be as short as a few seconds.

December 12, 2023

Wealth Firms Better At Mobile Apps Than Web, J.D. Power Study Says

The J.D. Power 2023 U.S. Wealth Management Digital Experience StudySM found that both self-directed and full-service wealth management clients care more about digital access to services than ever. The quicker and easier this access, the more satisfied clients are.

December 12, 2023

What To Know About American Philanthropy

In terms of total philanthropic giving, the United States ranks well above other countries. This article outlines the key factors behind Americans' world-leading generosity.

December 12, 2023

Gender Gaps In FinTech Still Persist

Financial technology (FinTech) is offering opportunities for investments, creating new solutions and technologies, and increasing access to banking services. The sector is growing rapidly, and the reports suggest a notable gender gap. According to Findexable’s 2021 Diversity for Growth Report, women hold only 11% of all FinTech board seats and represent less than 20% of company executives.

December 12, 2023

How Digital Should A Family Office Be?

Digital transformation is a technology-driven movement that affects the efficiency and results of all industries worldwide. Today, the majority of wealthy customers expect simple and user-friendly digital solutions that are available around the clock. Recent research suggests that the richer a customer is, the higher their digital affinity. It's a challenge for Family Offices (FOs).

December 12, 2023

Anticipation Grows For US-Listed Spot Bitcoin ETF

Bitcoin, the most well-known type of cryptocurrency, has gained widespread recognition as a potentially promising yet volatile investment asset since around 2017. Initially available for less than a dollar in 2009, Bitcoin traded for an all-time high of around $69,000 in 2021 and currently hovers just under $40,000 across various specialised exchanges.

December 11, 2023

Storytelling With Data

With the rise of finance as a strategic business partner and the automation of several critical accounting processes, wealth managers are seeing a sea change in their functions. Thus, the function of the financial expert has evolved from that of a "number cruncher" to that of a storyteller. How can those in the financial sector better explain the reasoning behind their reports and decisions? We offer you a suggestion below.

December 11, 2023

In The Know: Consolidated Digital Reporting

Portfolios of ultra-high-net-worth individuals (UHNWIs) stand out for their multifaceted nature. Managing these vast and diverse assets requires not only precision but also a broad perspective that includes every aspect of each investment. The Altoo Wealth Management Platform, a Swiss startup, offers effective solutions in asset management and consolidated digital reporting. The Altoo's revolutionary methodology simplifies the complex pattern of UNWI portfolios, delivering clarity and insight via advanced technology. This article delves into the world of UHNWIs and investigates how The Altoo Platform sets the benchmark for efficient, effective portfolio management.

All Insights

In The Know: What Is Day Trading?

Wealth Firms Better At Mobile Apps Than Web, J.D. Power Study Says

What To Know About American Philanthropy

Gender Gaps In FinTech Still Persist

How Digital Should A Family Office Be?

Anticipation Grows For US-Listed Spot Bitcoin ETF

Storytelling With Data

In The Know: Consolidated Digital Reporting

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