Hi [[ session.user.profile.firstName ]]

Thought Leadership for Financial Advisors

  • Date
  • Rating
  • Views
  • Data Visualization: Best Practice Tips for Improving Personal Finance Data Visualization: Best Practice Tips for Improving Personal Finance Ina Yulo (BrightTALK), Steve Tigar (Money Dashboard), Dan Scholey (Moneyhub) Recorded: Sep 22 2016 58 mins
    Data visualisation is a discipline that uses graphs and charts to easily communicate large chunks of data into easily digestible formats.

    When it comes to personal finance, data visualization has been used to create useful dashboards where users can keep track of their spending, income, and budgeting.

    Join this session where we will discuss:

    -Why is data visualization so useful when it comes to personal finance?
    -What are the best data viz tools/apps for personal finance?
    -What are customers missing from banks that personal finance fintechs are able to provide?
    -What are the best practice tips for using dashboards and apps to improve personal finance?
    -What are some common mistakes people make when managing their personal finances?
    -What are some common misconceptions of data visualization?
  • The September FOMC Reaction: No News is Good News The September FOMC Reaction: No News is Good News Kristina Hooper, Head of US Capital Markets Research & Strategy, Allianz Global Investors Recorded: Sep 21 2016 2 mins
    The September FOMC remained steady with no surprises, no rate hikes and not much difference overall. So is no news always good news?

    Hear from Kristina Hooper, Investment Strategist and Allianz Global Investment's Head of US Capital Markets Research & Strategy, as she gives you a quick update on what this means for you, your investment strategy, the economy and what to expect in December.




    Keywords:FOMC, fed, allianz, global, investment, wealth, rates, federal, reserve, economy, finance
  • Digital Wallets: Challenges in adoption and the future of a cashless society Digital Wallets: Challenges in adoption and the future of a cashless society David Parker (Polymath), Scott Abrahams (Mastercard), Andrew Thompson (Yoyo), Bruce Parker (Modo), Elizabeth Duke (Carta) Recorded: Sep 21 2016 61 mins
    1. The Mayor of London Research says we will be cashless by 2036, do you agree with this estimate?

    2. Currently, Apple Pay only represents 0.06% of US transactions. What functionality are consumers missing from wallets?

    3. Will consumers ever trust non-banks to deliver financial services?

    4. Consumers only carry one physical wallet. Will they use only one digital wallet as well? What does this mean for closed-loop wallets?

    5. What will make retailers adopt and accept more payment solutions? Will they all have to run NFC as it seems to be coming defacto?
  • How FinTech is Changing Personal Finance How FinTech is Changing Personal Finance Dara Albright, Brian Dally (Groundfloor), Jim Jones (IRA Services Trust), Sally Outlaw (CEO, Worthy) Recorded: Sep 21 2016 53 mins
    Depressed interest rates and volatile equity markets are driving an unprecedented interest in retail alternative investment products. Fortunately, through the intersection of technology and regulation, new FinTech archetypes are emerging to satisfy that demand.

    This webinar will highlight some of these groundbreaking technologies, tools, apps, rules and investment products that are transforming the financial services industry and changing the way people invest as well as save for retirement.

    This is a MUST-VIEW webinar for investors of all sizes, financial advisors, wealth managers, FinTech platforms, and regulators.
  • Managing the Unexpected in Retirement Investing Managing the Unexpected in Retirement Investing Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors Recorded: Sep 14 2016 44 mins
    The pension freedoms have created a great opportunity for clients to access their accumulated wealth. OMGI’s presentation will consider what advisers/clients fear most in deriving an income strategy in retirement
    • Running out of money – exhausting the pension pot – risk of ruin
    • Their ability to sustain their existing levels of consumption given increasing life expectancy
    • The effects of inflation on the future purchasing power of their wealth
    • The ability to pass any wealth down the generations
  • Crowdfunding: The next step in the revolution Crowdfunding: The next step in the revolution Julian Buhagiar (BrightTALK), Shameel Khan (Seedrs), Matt Cooper (Crowdcube), Gill Roche-Saunders (BWB Compliance) Recorded: Sep 8 2016 54 mins
    The last few years have been massive for the crowdfunding industry. Now a $60 billion industry, it has grown to include many facets such as equity crowdfunding, perks-based models, loan-based models, and more.

    Join this session where we will discuss:

    -crowdfunding passing VC’s for the first time

    -opportunities for SMEs and the rise of “mainstream equity crowdfunding”

    -compliance challenges — how can new start-ups keep up and how can traditional players secure themselves?

    -what is the FCA saying about innovation and consumer protection?

    -what’s the profile of the modern day investor?

    -what are some of the growing pains that rising companies might feel after a successful crowdfunding round?
  • How to Read Financial News More Effectively: Tips from Six Investors How to Read Financial News More Effectively: Tips from Six Investors Rob Martorana, Brian Gilmartin, Marc Gerstein, Jeff Miller, Ed Stavetski Recorded: Sep 7 2016 63 mins
    Six veteran investors explain how they cut through the clutter of sensationalism and pseudo-analysis that litter the landscape of today's financial journalism. The webinar is accompanied by a 30-page slide deck with embedded links. The content is based on an article published by the CFA Institute in July of 2016, and the authors will discuss and debate their approaches.
  • Fintech: Good and Bad News for Inclusive Sustainable Finance Fintech: Good and Bad News for Inclusive Sustainable Finance Hazel Henderson (FRSA) Recorded: Aug 22 2016 47 mins
    This presentation, FINTECH: Good and Bad News for Inclusive Sustainable Finance, will explore issues surrounding the rapid deployment of computerized electronic platforms, cryptocurrencies and algorithms now disrupting legacy financial firms and their models.

    Good News: this disruption was long overdue and welcome where it overturns inefficient, inequitable, over-priced services, democratizing lending, investment, banking, payments, remittance and widens easy availability of transactions. Widespread adoption of Blockchain-based distributed ledgers offer closer monitoring of financial ethics and performance. Bad News: this electronic, information-rich disruption of legacy finance ranges from algorithmic high-frequency trading (HFT) we explored for the UN Inquiry (2015) to the rapid co-option and buyouts of companies in the FINTECH 100 by the big legacy banks; the excessive run-up in pre-IPO valuations, focusing on big wins, short-term profits – evidence of the same excesses and unsustainable practices needing reform. Even the ingenious market-based reform in IEX’s platform’s technological designed “speed bump” which levels the playing field for investors also can be subverted to extort fees by unscrupulous firms. Vulnerability, internet and spectrum capacity as well as security issues need attention.

    While FINTECH offers so many opportunities for reforming and democratizing finance, the race is on to own and control these disruptive firms and their profits. Steering FINTECH firms toward globally inclusive, sustainable development goals as in the UN’s SDGs must now be built in. Ethical standards are key in optimal systemic design. How best to measure their social and environmental impacts, performance metrics and accounting, and monitor prudential architecture at global and national levels? How can we help design FINTECH for inclusive sustainable finance and markets?
  • Alternative Finance: Understanding its role in the future of finance Alternative Finance: Understanding its role in the future of finance Saeed Hassan (Grow Advisors), Matt Hinkley (Rangewell), Paul Sullivan (Modedaweb), Helene Panzarino (Funding for Dummies) Recorded: Aug 18 2016 59 mins
    In this webinar, we shall discuss the origins alternative finance and share clues to understand what the future holds. We shall also review what alternative finance will mean for traditional finance organisations, savers investors and businesses alike.

    -Alternative Finance - alternative to what exactly?

    -Looking back and looking forward to the future of alternative finance

    -Review different participants' perspectives, outlining opportunities and challenges for each.
  • Outside-in commercial lending: Putting clients in charge of their own destiny Outside-in commercial lending: Putting clients in charge of their own destiny Ina Yulo (BrightTALK), Jacqueline Morcombe (Misys), Kathryn Petralia (Kabbage), Amit Batra (Genpact) Recorded: Aug 18 2016 64 mins
    We are living in a digital reality but bank’s corporate clients are already being wooed by post-digital, fintech driven possibilities. Traditional lenders face fundamental challenges to grow their business with 1 in 5 banks still lacking an enterprise digital strategy to serve their corporate clients. With low interest rates and increasing costs, optimising the customer experience might be part of the vision statement, but delivering on this ethos has not been straightforward. Has bank thinking been inside-out in commercial and corporate lending?

    Digitalisation has been spurred by a drive for back office simplification. While this delivers improved service levels, self-service for borrowers in commercial lending is still not business as usual. Slow turnarounds, limited digital engagement and an inability to surface key information at the right time in the right place continues to hamper corporate client productivity and liquidity. With an outside-in approach banks are starting to deliver strategies for end-to-end digitalisation and multiple channel, 24x7 self-service - from loan origination, to loan servicing.

    Discover how banks can capture new market opportunities, drive revenue growth and free up relationship managers time while also embracing integration, collaboration and choice in a post-digital world.

    In this webinar, a panel of experts will reveal
    - Use cases for banks to simplify the lending process and drive end-to-end digitalisation in commercial and corporate lending
    - The key pillars underpinning the corporate borrower’s user experience
    - How digital strategy today, can drive lending nirvana tomorrow

Embed in website or blog