Market ByAlexandre Farah DinizonSeptember 23, 2021 Digital Delivery and Client Centricity are Must-Haves for 2021 and Beyond Where does your firm fall on the Digital Migration Curve? For many businesses, client centricity is already the norm. Read More
Market ByVictor FerrarionJuly 12, 2021 BRITech’s latest round of expansion to DACH We are excited to announce BRITech’s latest round of expansion to DACH (Germany, Austria & Switzerland). Read More
Market ByCarolina SouzaonJuly 12, 2021 News in Open Banking Brazil and Investment Fund Management With the implementation of Open Banking in Brazil, BRITech will continue working to promote the improvement of integration between Read More
Market ByMarcos PuccinionOctober 30, 2020 How You Can Be a Better Financial Advisor Financial advisors can be exposed to a great deal of stress - that doesn't mean your skills have to Read More
Market ByPaulo StollaronOctober 27, 2020 Keeping Up with Cloud Compliance Due to constantly changing regulatory requirements, many financial institutions are shifting towards the cloud due to its ease of Read More
Market ByAntonio NerionOctober 23, 2020 What High Net Worth Individuals Want From Financial Advisors Attracting high net worth individuals can take your firm to the next level. These types of clients are those Read More
Market ByKleber OliveiraonOctober 01, 2020 The Hottest Fintech Companies in 2020 The fintech industry is growing each year. With the blink of an eye, we are seeing new and exciting Read More
Market ByKleber OliveiraonSeptember 28, 2020 How Technology Is Impacting The Asset Management Industry In order to keep up with client demands, stricter regulations, and project growth, many financial advisors are turning to Read More
Market ByMarcos PuccinionSeptember 23, 2020 5 Digital Marketing Strategies to Bring in New Clients In the past, marketing efforts such as cold-calling and traditional advertising may have been effective. However, currently, the online Read More
Market ByAlexandre Farah DinizonAugust 31, 2020 How to Create a Winning Website for Your Financial Firm These days, having an effective and attractive website is just as important as having easily identifiable business cards. Your Read More
Market ByYuryi FerberonAugust 24, 2020 How Wealth Managers Can Embrace Digital Disruption Within the Investment World Disruption in a business context is innovation that radically alters the way things are done. Often, it’s for the Read More
Market ByKleber OliveiraonAugust 19, 2020 LinkedIn for Financial Advisors: The How-to Guide Social media can be a winning strategy to bring in your top clients and to full your roster - Read More
Market ByRaul TortimaonAugust 18, 2020 An investment comparison: US x Europe All the European market is well experienced in investing abroad, meaning buying securities provided by other European countries, or Read More
Market ByKleber OliveiraonJuly 23, 2020 How The Investment Management Industry Has Been Impacted By COVID-19 Since the outbreak of COVID 19, the whole world has been shaken up. All industries across the globe have Read More
Market ByAntonio NerionJuly 23, 2020 When is it the Right Time to Upgrade Your TAMP? Turnkey Asset Management Programs, or TAMPs, can provide a major advantage for investment managers and financial advisors. By the Read More
Market ByAlexandre Farah DinizonJuly 20, 2020 How to Bring Advisor Value to Your Financial Planning With so many financial advisors and specialists out there, it is crucial to add maximum value to your clients. Read More
Market ByMikhail NassimovonJuly 10, 2020 Achieving Digital Excellence – Wealth Management Playbook Long before COVID-19 put further pressure on wealth managers to digitise their business, both clients and advisors were seeking Read More
Market ByMarcos PuccinionJune 30, 2020 How AI Can Help Advisors Become More Proficient When you think of financial advisors, the chances are that you don’t immediately relate it to artificial intelligence (AI). Read More
Market ByKleber OliveiraonJune 23, 2020 What Are SMA’s And How Can They Benefit Your Firm? In today’s fast-paced and forever evolving economy, it’s becoming increasingly apparent that financial advisors need to broaden their offerings Read More
Market ByMarcos PuccinionJune 03, 2020 8 Key Attributes Of A Successful Portfolio Manager Running a successful wealth management business doesn’t just lie in your knowledge of the market and investment opportunities. In Read More
Market ByMarcos PuccinionJune 03, 2020 How to Move from Being a Commission-Based to a Fee-Based Advisory Firm Planning for a commission-based earning can cause quite a headache. Although commissions can be sizeable and certainly to the Read More
Market ByKleber OliveiraonMay 20, 2020 The Social Media Guide to Investment Management Social media is well-known for being an effective and engaging marketing tool. Channels such as Facebook, LinkedIn, Twitter and Read More
Market ByAntonio NerionApril 15, 2020 What is a TAMP and How Do They Work? Although Turnkey Asset Management Platform’s, or TAMP solutions have been a player in the finance industry since the 1980s, Read More
Market ByKleber OliveiraonApril 01, 2020 How To Tell When It’s Time To Replace Your Investment Platform Choosing your investment platform is a big decision. This will make up the base of your operations and business Read More
Market ByKleber OliveiraonMarch 28, 2020 Why Every Investment House Needs An ESG Strategy When it comes to environmental, social, and governance (ESG) goals, it’s often thought that this falls mainly on the Read More
Market 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
Market 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
Market 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
Market 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
Market 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
Market 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
Market 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
Market 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
Market 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
Market 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
