Financial Planning expert Bob Veres guides the reader through the wide range of issues facing financial planners today. With hundreds of unique strategies to help you increase profits and client satisfaction, there is something for the aspiring new planner and the seasoned pro alike. - What new services are being offered and how - New trends in managing a practice - Shifts in the accepted wisdom about portfolio building and investments - Unlock your personal potential in a very demanding and competitive business
As technology advancement has increased, so to have computational applications for forecasting, modelling and trading financial markets and information, and practitioners are finding ever more complex solutions to financial challenges. Neural networking is a highly effective, trainable algorithmic approach which emulates certain aspects of human brain functions, and is used extensively in financial forecasting allowing for quick investment decision making. This book presents the most cutting-edge artificial intelligence (AI)/neural networking applications for markets, assets and other areas of finance. Split into four sections, the book first explores time series analysis for forecasting and trading across a range of assets, including derivatives, exchange traded funds, debt and equity instruments. This section will focus on pattern recognition, market timing models, forecasting and trading of financial time series. Section II provides insights into macro and microeconomics and how AI techniques could be used to better understand and predict economic variables. Section III focuses on corporate finance and credit analysis providing an insight into corporate structures and credit, and establishing a relationship between financial statement analysis and the influence of various financial scenarios. Section IV focuses on portfolio management, exploring applications for portfolio theory, asset allocation and optimization. This book also provides some of the latest research in the field of artificial intelligence and finance, and provides in-depth analysis and highly applicable tools and techniques for practitioners and researchers in this field.
The book explores the importance of AI-based predictive analytics tools in the financial services industry and their role in combating financial fraud. As fintech continues to revolutionize the financial landscape, it also brings forth new challenges, including sophisticated fraudulent activities.
This book gathers together some of the most up-to-date thinking in the growing field of innovation in services and more particularly, in financial services. It explores the peculiarities of innovation in financial services firms and surrounding market players, discusses the open nature of the innovation process, and analyses its success factors and its interplay with strategy and performance. This book provides topical insights on the challenges facing the financial industry, such as the convergence with other sectors, and the increasing regulatory burden. By combining multidisciplinary approaches and by selecting a number of cutting-edge research models, theories, empirical findings and practitioners’ insights, it offers unique, contemporary and multidimensional perspectives on innovation for a sector of paramount importance for the running of economies around the world. This book comes at a time of turbulence, uncertainty and within an industry in need of vision and strategic foresight. By synthesizing multiple views from academia and practice, it opens the agenda and contributes to the on-going debate of redefining the multi-polar role of innovation in the financial industry.
Financial Services Technology, Second Edition explains how banks and financial institutions use technology and explores how fintech companies are revolutionizing the financial services industry. It examines innovation areas and emerging technologies, including digital currencies, blockchain, artificial intelligence, and mobile payments. Key concepts related to cybersecurity, operational risk, and regulation are reviewed in the context of how they impact financial institutions and fintech companies. This book will serve as a valuable reference for industry professionals and as a learning guide for students and newcomers to the industry.
As economic and regulatory pressures drive financial institutions to seek efficiency gains by improving the quality of their trading processes and systems, firms are devoting increasing amounts of capital to maintaining their competitive edge. Straight-Through Processing (STP), which automates every step in the trading system, is the most effective way for firms to remain competitive. According to the Securities Industry Association, the US securities industry will spend $8 billion to implement STP initiatives, and 99% percent of this investment will be made in systems internal to the firm. Straight-Through Processing for Financial Services: The Complete Guide provides the knowledge and tools required by operations managers and systems architects to develop and implement STP processing systems that streamline business processes to maintain competitiveness in the market.* Learn the tools and techniques for developing software systems and for streamlining business processes* Keep up to date and well informed in this highly regulated and ever changing market* Gain the knowledge and experience for a leading consultant in the field
InfoWorld is targeted to Senior IT professionals. Content is segmented into Channels and Topic Centers. InfoWorld also celebrates people, companies, and projects.
In an unprecedented time of disruption, Web3 in Financial Services cuts through the noise to ensure financial service professionals are equipped with the knowledge needed to benefit from Web3. Web3 in Financial Services explains what Web3 means for finance, outlining its key use cases and exploring the unique business opportunities and challenges it presents. It clarifies key developments such as custody, stablecoins, CDBCs and tokenized deposits, payments, asset tokenization, DeFi and digital identity. Investigating how organizations are testing and adopting these emergent technologies, the book is supported by cutting-edge, real-life examples from incumbents and challengers alike, including Fidelity Digital Assets, J.P. Morgan ONYX, Coinbase, Anchorage Digital, Circle, Ripple and Aave. The book reviews what's at stake for major ecosystem players such as banks, investors and regulators and appraises the changes still needed to enable more mainstream adoption of Web3. Web3 in Financial Services answers pressing questions such as: what does Web3 really mean for financial services and what are the use cases with potential for disruption? What are the innovations that companies are actually doing within this space? And how do organizations need to adapt? This is an essential read for finance and fintech professionals, bankers and investors who need to grasp the essentials of Web3, blockchain, digital assets and decentralisation and its ramifications for financial services.
FinTech is an emerging field and most of the existing literature appears in the form of industry reports, consulting reports, working papers, and policy recommendations. Although FinTech has been widely discussed for many years, there is a paucity of literature on some categorizations of FinTech. This edited volume distinguishes itself by focusing on academic works of scholars with a different area of specialization in the FinTech field including technology, innovation and regulation. In particular, the book focuses on the laws and technologies necessary to comprehend the role of the legal system in technological innovations and will be helpful for regulatory policymaking. A practical compendium that explains concepts and follows through on applications in FinTech including its challenges and evolving nature, this book will be of interest to students, scholars, practitioners as well as regulators and policy makers.
Forewords by David Hebel, Founder & CEO, Digital Juice, Inc. and Steve Weiss, Partner, Zacuto Do you want to stand out in today’s competitive wedding, corporate, and event video markets? To be paid what you’re worth for the creative work you produce? To find an extra two hours a day to pursue your passion? To get out from under the backlog of unfinished projects? If the answer is “yes,” then this book was written for you. Read a few pages and you’ll find the authors’ unique approach to the business of video production is unlike what you’ve heard or read before. With good humor, practical advice, and a healthy dose of reality, Ron and Tasra Dawson show you how to get your business on track and transform it into the one of your dreams. The result is increased creativity, financial gain, less stress, and more time and energy to pursue the projects you are truly passionate about. You’ll learn to: Reclaim 525 work hours per year with one simple strategy Implement action items you can use today to start getting paid what you’re worth Assess and transform your current sales and marketing Design a powerful brand experience to amaze your clients and turn them into company evangelists Supercharge your marketing with social media like Twitter, Facebook, and blogs Break into commercial video production for year-round profits You can also network and stay up-to-date at the companion Web site, bladeronner.com. Click the ReFocus link. ”Ron and Tasra will help you move mountains in your business.” —Lance Gray, CEO, PixelPops Design, LLC ”I know how busy we all can get, but if you read this book and apply the information, it will turn your world around.” —David Robin, David Robin Films
