Model B Wealth Ecosystem Transforming Financial Advisory Industry
The financial advisory industry is undergoing a significant transformation, driven by technological advancements and evolving client expectations. Model B operations,...
The financial advisory industry is undergoing a significant transformation, driven by technological advancements and evolving client expectations. Model B operations,...
Corporate actions are critical events in financial markets that impact investments, influencing portfolio valuations, client decisions, and operational processes. For...
Model B clearing is an old arrangement that allows executing brokers to give up trades on the London Stock Exchange...
The great wealth transfer and digitalisation pose an interesting challenge for family offices- how to manage operations to meet the...
Over 4 million corporate actions are processed per year, growing by 12% per year on average. Corporate Actions: they are integral,...
Contemi Solutions won three awards at the 2021 WealthTech Asia Awards, hosted by WealthBriefing. Tom Burroughes, Group Editor at WealthBriefing Asia, talks...
We thrive in a world of high-speed scrolling and swiping. Investors today have access to monumental amounts of information, but...
Corporate actions processing has long been a byword for a manual, inefficient, and risk-prone function in the securities industry. While...
73% of the industry think corporate actions are a challenge. If you are one of the 73% you are not alone....
I am of a generation who can remember the time before you could take your smart phone from your pocket,...