Fintso Insights: Measuring Risk - Know Thy Client
While there are many aspects of life where an individual must assess risk, making an assessment of financial risk that your client (investor) is willing to…
What is Data Entitlement and Why Does it Matter?
"With great power comes great responsibility", - the Peter Parker Principle is a proverb [https://en.wikipedia.org/wiki/Proverb] popularized by the Spider-Man…
Financial Advisors are left with limited understanding of the Financial Instruments
Financial advisors are more than mere trade executers for their clients. Their role begins with building a network and establishing relationships with their clients to decipher…
What Drives Our Choices?
A path-vector routing protocol is a network routing protocol [https://en.wikipedia.org/wiki/Routing_protocol] which maintains the path information that gets updated dynamically. Updates…
Expectations of an Investor from his Advisor
What does an investor expect from his advisor? 1. Have patience to listen to clients requirement 2. Make a plan about how to achieve objectives systematically…
From Digital Connections To Direct Networking
IFAs coming together: · Importance of networking within IFAs · Increasing knowledge about the industry and its evolution · What IFAs need to evolve. What IFAs need to do…
Fintso Innovations: Next Gen Operations & Servicing For Platform-as-a-Service
Technology has most definitely played a critical role in the deepening of financial markets and making it accessible to each one of us. Similarly, it has…