Practical analysis for investment professionals


Weekend Reads for Global Investors: Lending Club and Other P2P Woes in Fintech Land

The problems at Lending Club, a leading P2P company, raises a larger issue: What's the future of the fintech industry. Will it replace the traditional financial services sector as we know it or reshape it by providing better technical solutions?

Fintech’s Disruptive Potential

To better understand whether fintech is really disruptive or merely sustaining to the investment management industry, Sviatoslav Rosov, CFA, spoke with Horace Dediu for some insight.

Weekend Reads for Global Investors: Fintech and the Munger Operating System

What is fintech? Over the last year, as I have followed the subject through reading, attending conferences, and speaking with experts in the field, my answer to the question seems to have evolved.

Outlook for the US Wealth Management Industry: The Predictive Analytics Era

What will 2016 look like for the US wealth management sector? We asked April Rudin, founder and president of The Rudin Group, to share her predictions and analysis.

Weekend Reads for Global Investors: What’s in Your Financial Future, Banks or Fintech?

One of the main takeaways from a career panel we cohosted with several CFA societies this spring was "do not work for a bank." Judging from the recent announcements out of some of the largest European banks, the warning seems eerily accurate and timely.

If It Is on the Internet, It Can Be Analyzed

Last year I reported on an interesting firm, Thinknum, and its innovative new business model. The company makes sophisticated financial models available to everyone on an open, distributed computing platform. It is one of a handful of firms at the cutting edge, and I felt it was time for a check in with Thinknum’s co-founders, Justin Zhen and Gregory Ugwi.

Details You May Have Missed at Social Investing: Digital Wall Street

A panel of financial social media influencers and startup founders discussed the current state of social investing, as part of New York Social Media Week. Here are some highlights from the event.

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.