Practical analysis for investment professionals

fintech


Book Review: The FinTech Book

In this book, a wide range of topics in the financial technology (fintech) space — including lending, payments, remittances, capital and investments, compliance, analytics, security, identity, cryptocurrencies, blockchain technology, behavioral biometrics, important fintech hubs, collaborations, and the API (application programming interface) economy — are addressed. This cross-discipline, hands-on, and comprehensive compendium can benefit all players within fintech, including investors, entrepreneurs, incumbent institutions, and regulators.

The Fintech Files: Who Will Dominate Mobile Payments?

Of all the uses of fintech, mobile payment is arguably the one in which traditional financial institutions have lost the most share. Who will dominate mobile payments on a global scale? Larry Cao, CFA, explored the issue with Ken Chew, managing director of DBS Bank’s consumer finance business.

Blockchain Technology: What Will Be Its Biggest Bang?

Though blockchain technology has enormous promise, it has yet to gain many entry points into the finance industry. So where is the technology most likely to be applied over the next five years? We asked CFA Institute Financial NewsBrief readers for their assessment. Larry Cao, CFA, analyzes the results.

Best of 2016: Fintech

Many working in the financial industry are concerned about how fintech will affect their employers and their own career prospects. With the goal of bringing more clarity to this issue, Larry Cao, CFA, shares the stories that taught him the most about the subject in 2016.

The Fintech Files: Will P2P Disrupt the Banks?

Peer-to-peer (P2P) lending is a form of direct lending between lenders and borrowers. In a P2P transaction, money can flow from the lenders directly to borrowers through the P2P platform, bypassing the traditional banking channel. As such, it is generally considered a disruptive form of fintech. Lu.com is one of the world’s largest players in the P2P market. Recently, I sat down with Gregory Gibb, CEO and chairman of Lu.com, in his office in Shanghai to discuss how the industry will evolve.

The Fintech Files: What Does It Take to Be Successful?

Fintech has taken the financial services industry by storm. Yet despite all the talk of disruption, fintech start-ups are just as vulnerable as those in other industries. So what are the factors that separate the winners from the losers? In the first installment of the Fintech Files series, Larry Cao, CFA, interviewed Gregory Gibb, chairman and CEO of Lu.com, for his perspective.

The Fintech Effect: What Will Bring the Most Change?

Fintech will have a significant and potentially revolutionary influence on a broad set of sectors within the financial services industry and across the globe. So what aspect of fintech has the potential to most transform the finance sector? We asked readers of CFA Institute Financial NewsBrief to find out.

Weekend Reads for Investors: Autumnal Edition

Jason Voss, CFA shares his Weekend Reads for Investors, including material on the prevalence of false memories, recent bank scandals, and new technologies that promise to transform the energy sector.

When Will Marketplace Lending Platforms Offer Mortgages?

The stars are aligning for marketplace lending platforms, but they need to step up the pace of innovation if they want to give the banks a real run for their money, says Manuel Stagars, CFA, CAIA, ERP.

Diversity in Finance: It Matters

Some people view the term “diversity” in a negative way. It has also become highly politicized. By definition, diversity means “being composed of differing elements or qualities.” How does this apply to the financial industry? Barbara Stewart, CFA, continues the discussion.



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