Wealth Management Solutions

Friday, 19 September 2014 14:30

Caution, Change ahead!

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Envision for a moment what the next few years will bring in terms of digital technologies and data-driven analytics.

Monday, 21 July 2014 14:00

Expose your Dark Data

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Data analytics experts are finding that dark data can be helpful for forecasting customers’ interests and behavior, retaining customers’ loyalty over the long term and to learn how to reach others with similar interests or demographic but; what is it?

New immigrants in the U.S. have similar dreams for their children’s future and financial stability as their predecessors.

Friday, 20 June 2014 16:05


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While watching the opening of World Cup 2014 in Brazil I thought of a few parallels between soccer (football) and financial planning -- just for the fun of it. Here we go:

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Finance & Investment News

Finance – Knowledge@Wharton

Knowledge@Wharton is the online business analysis journal of the Wharton School of the University of Pennsylvania.
  • ICOs are catching on as a new way for startups to raise money. But most don't succeed. New Wharton research looks at how that can change.

  • Trading practices in OTC markets seem downright old-fashioned compared to centralized markets such as the NYSE. But several major asset classes, such as bonds, prefer over-the-counter. Research from Wharton and the University of Rochester looks into why.

  • The potential gains for the start-ups driving fintech are obvious. But the possibilities for extending financial services to the under-served are already being realized and can be extended further, notes this opinion piece.