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E.g., 2020-09-29
E.g., 2020-09-29
September 15, 2016
There is no shortage of speculation about how personal auto insurance may become obsolete in a driverless era, how auto manufacturers’ product liability may compete with personal auto insurance, and how ridesharing may replace personal car ownership and vaporize the need for personal auto insurance. Those topics make good cocktail conversations, but they have little practicality for insurers...
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August 23, 2016
On September 8th and 9th, Finovate celebrates its 10-year anniversary by returning to New York with FinovateFall, the flagship two-day showcase of the latest and greatest financial technology innovations from established companies as well as startups. Since 2007, Finovate conferences have showcased cutting-edge banking technology and fintech in a unique demo-only format. Networking...
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August 8, 2016
Life insurance is a must-have if you have a family or financial commitments. Like many, I bought my policy many years ago and never really thought about it again. Granted, I live in the world of life insurance, so I know it is there and active, but it wasn’t until recently that a friend probed me to take a look and make sure I had the coverage I needed (he’s a new agent). I passed all my...
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Samantha Chow
July 26, 2016
Twice a year and once every three years, the world of foreign currency trading gets a peek at the trajectory of OTC FX markets. Having just gone through the April 2016 results from semiannual FX surveys by major central banks, I am now anxiously awaiting the early-September interim results from the April 2016 Bank for International Settlements triennial FX survey. Here are some of the...
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Javier Paz
July 5, 2016
Distribution is a question and concern on every life insurance and annuities company’s mind. What new channels should we experiment in? What should our distribution strategy look like? What types of consumers are most important to our strategy, and how do we reach them? What type of products are most important to our strategy, and what consumers are they fit for? All of these questions are...
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Samantha Chow
July 5, 2016
Just two years ago, “robo” models on the market included over a dozen direct-to-client models (e.g., Wealthfront, Betterment, Personal Capital). Despite the enthusiasm surrounding robos by wealth managers and even a small pocket of clients, they were lacking the institutional buy-in needed to achieve scale. That changed in October 2014. Fidelity broke new ground when it formed a partnership with...
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William Boland
July 5, 2016
After many uneventful years and diligent care of my data, I got hit with a card fraud, and a rather big one. One of my cards I use primarily for travel—it helps me keep expenses in one place and easily track them. Due to the limited use, I typically just pay the balance without much thought. Yes, I know I should be reviewing the transactions, especially as it is primarily a travel card, but we...
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Ben Knieff
June 30, 2016
Summer doldrums give analysts inspiration to reflect on what’s hot—no pun intended—in the wealth management marketplace. FinovateSpring 2016 took place May 10th and 11th and certainly provided fodder and put some firms on the map and—since then—was the catalyst for a deeper dive into what wealth management startups and incumbents are up to these days. Yes, the robo-advisor trend...
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Javier Paz
June 30, 2016
On June 28, SWIFT issued a press release and announced that “SWIFT’s global payments innovation initiative will transform cross-border payments.” This initiative could be a big game changer in B2B payments. I think SWIFT has found a winner with this project, and it looks like one that won’t languish waiting for participants to sign up and use it. SWIFT has 73 banks committed to the initiative...
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Nancy Atkinson
June 29, 2016
The momentous referendum of June 23, 2016 set the stage for the U.K. to leave the European Union within a period of two years, something that will provide discussion fodder at industry events for at least five more years. So, besides leaving plenty for event producers, reporters, legal teams, and consultants to decode, what’s the apparent impact of Brexit on FX markets? In a speech earlier...
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Javier Paz

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