The introduction of FinTechs in the wealth management space has brought about tremendous changes in how financial services are delivered. These new technologies have focused primarily on client wants and...
For years, most financial advisors have rightly focused on the traditionally wealthier groups of customers. A range of attractive investor segments are now emerging. With it, the target audience is...
Financial advisors are responsible for helping their clients secure their financial well-being in retirement. However, recent market fluctuations and high inflation rates have made achieving this considerably harder. Wealth management...
Economists warn that recession might be around the corner. Here is a guide for financial advisors to prepare your clients by taking both portfolios and personal balance sheets into consideration....
Women in computer science and computer engineering are underrepresented. Yet their contribution to IT teams is significant, according to Marie-Philippe Gill, a research developer at Croesus and techfluencer (aka Girl...
Learn the five steps and features of the technology tools you need for effective client segmentation to improve wealth advisor and investment firm marketing, differentiate yourself, expand your client base...
The work of portfolio managers is more complex than ever because of the growing number of factors influencing markets. Faced with uncertainty, financial professionals must adapt, says Jean-François Lavallée, author,...
2022 was a year full of twists and turns in the financial and FinTech community. Croesus experts look back and analyze some of the year’s events....
Croesus regularly publishes blog posts on industry topics and trends. This blog is a wealth of information for anyone who wants to use technology in order to be more efficient,...
Annie Sinigagliese, Vice-President, Chief Product Officer at Croesus was named a 2022 5-Star Leading Woman in Wealth by Wealth Professional magazine. Croesus meets with her to learn more about her...
When we think of good reasons to invest in ESG, we often stop at the environment, while cybersecurity is another component that is not insignificant....
Despite the pace at which the financial technology (FinTech) industry is growing, investors still trust humans more than artificial intelligence when it comes to asset management. Therefore, it is critical...