In the complex landscape of financial services regulations, the Swiss Financial Services Act (FinSA) and Financial Institutions Act (FinIA) have become pivotal legislations that govern the operations of External Asset Managers (EAMs). Compliance with these requirements has proven to be a daunting
As the markets continue to exhibit volatility, investors are increasingly seeking ways to protect their portfolios from downside risk while participating in potential upside. One such investment that has been gaining attention is the Innovator U.S. Equity Buffer ETF – January (BJAN). But the q
Goldman Sachs has delivered a striking financial victory in the first quarter, significantly outstripping Wall Street's expectations. The prominent investment bank has reported a net revenue of a staggering $14.2 billion, marking a sharp 16% increase from the previous year and an impressive
Generative artificial intelligence (AI) is transforming industries, including wealth management. Bain & Company's wealth and asset management expert Avishek Nandy has analyzed how AI is reshaping this sector. His insights show that AI will enhance portfolio management, risk evaluation, and
The wealth management industry is poised for a seismic shift, one that integrates traditional financial advice with cutting-edge technology. The key driver of this shift is Intelligent Automation (IA), which merges artificial intelligence, machine learning, and robotic process automation to
The wealth management sector is currently undergoing a significant and irreversible shift, predominantly propelled by rapid advancements in technology. In the face of these changes, financial advisors find themselves at a crossroads, presented with a mix of fresh opportunities and daunting
