Wealth Management Solutions

It is no longer a question that Emerging technology, such as robotic process automation (RPA) and, cognitive computing will have great impact on our businesses in years to come and, will undoubtedly transform the workforce of the future across the financial sector. Today, RPA is at the forefront of human-computer technology and promises to provide those in the financial services industry with a virtual workforce that is rules -based and able to connect with a company’s systems similar to the way users do.

Wednesday, 08 November 2017 23:51

Leading in a Disruptive World

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The cover of WIRED magazine this past month read “How to Survive the Great Tech Panic of 2017”, touching on topics like robot overlords, self-driving cars, cyber warfare, comment trolls, cyber attacks, privacy breaches, Ransomware, text neck, nuke hacks and artificial intelligence.

Monday, 27 February 2017 19:21

I Was Here

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Considering the state of our country, I find myself thinking a lot about who we, as human beings, should strive to be. Each of us is challenged to live a life that is deliberate, not nonchalant. We have a responsibility to look out for each other, to define our relationships and interactions with compassion rather than greed and to seek knowledge and wisdom rather than prestige or fame. We have a responsibility to make every interaction meaningful.

Tuesday, 04 October 2016 01:46

A Hopeful Sense of Purpose

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When the world no longer seems to make sense, when it looks like what was once unacceptable has become commonplace, it is easy to surmise that we are on a downward spiral to mediocrity and have lost our collective sense of purpose. There is, however, a glimmer of hope. As humans, we are driven by the fact that there is meaning in the individual, in who we are and in the things we do.

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Finance & Investment News

Finance – Knowledge@Wharton

Knowledge@Wharton is the online business analysis journal of the Wharton School of the University of Pennsylvania.
  • Decentralized finance -- or DeFi -- has experienced explosive growth in the past year. But in order for DeFi to fulfill its promise, “now is the time to evaluate its benefits and dangers,” write Kevin Werbach and David Gogel.

  • The latest rise in the inflation rate to 4.2% for April has fueled expectations that the Federal Reserve could raise interest rates and tighten monetary policy – but that will depend on whether this is a temporary change, says Wharton’s Itay Goldstein.

  • Pension funds could be a formidable force in getting companies to embrace ESG values. Yet they must align those goals with their fiduciary duty of protecting the retirement funds of their members, according to panelists at a recent Wharton conference.