Blog EN ByMarcos PuccinionMarch 17, 2020 8 Lead Generation Tips For Investment Managers Generating quality leads is a difficult accomplishment regardless of the industry you’re in. Most financial advisors find this particularly Read More
Blog EN ByMarcos PuccinionFebruary 27, 2020 How To Land High Net Worth Investors If you’re starting out as a financial advisor, having any type of client is good news. However, to achieve Read More
Blog EN ByMarcos PuccinionFebruary 11, 2020 The Rise Of Robo Advisors In Wealth Management The use of Artificial Intelligence (AI) has been on the rise worldwide. From home smart devices to the well-known Read More
Blog EN ByMarcos PuccinionFebruary 04, 2020 MiFID II and PRIIPs: A Breakdown Of The Latest European Regulations For Asset Managers At the start of 2018, the EU introduced new legislations to make investment funds completely transparent. This is what Read More
Blog EN ByMarcos PuccinionJanuary 20, 2020 Why Wealth Managers Are Taking Big Data To The Cloud Cloud computing is transforming the way the financial world is operating. With an easier way to handle data, financial Read More
Blog EN ByRaul TortimaonNovember 11, 2019 Some thoughts on derivatives – Options These are legitimate arguments, however a more detailed analysis of the idiosyncrasies of each type of derivative and, more Read More
Blog EN ByRaul TortimaonNovember 11, 2019 Robo-Advisors and its expectations Neither one thing nor the other - this new approach has the potential to change the landscape of investment Read More
Blog EN ByRaul TortimaonNovember 11, 2019 Considerations on stocks Given the tiresome discussion of the best method to evaluate the purchase - or sale - of a stock, Read More
Blog EN ByRaul TortimaonNovember 01, 2019 Modeling a system for managing options There is no doubt about the importance of technology in the world of finance. In some cases, the lack Read More
Blog EN ByRaul TortimaonNovember 01, 2019 We’re reconciled. Why Is My Performance Wrong? The premise of reconciliation is simple. Check one thing against the other; when they match, you are done! Anyone Read More