How institutional financial solutions can Save You Time, Stress, and Money.

Our solution goes past classic consulting, presenting institutional consumers a singular combination of customized investment guidance, well timed considered Management, and board education and learning that resonates outside of the figures.

Asset management is in the midst of integrating fintech and currently being a part of the fintech revolution. Youthful investors are embracing robo-advisory companies for greater than very long-term personal savings or retirement planning, making use of on-line platforms to avoid wasting for giant purchases like automobiles or residences.

Bonus depreciation is below to remain. Learn the way the most recent modifications can impression your enterprise asset tactic.

Generally responsive, proactive and effects-driven, Every single member of our crew is focused on offering Remarkable assistance and modern solutions that ideal fit your Business’s unique requires.

An abrupt shift during the geopolitical surroundings and alter in the global financial paradigm have accelerated a shift to a whole new expense routine.

Martínez has long been described as staying "carefully linked" into the late Argentinian president Néstor Kirchner[1] and as owning been a "Mate" of Kirchner's. In accordance with just one source, "Any time the former president traveled to The us, he built a spot in his schedule" for a meeting with Martínez.

Discover the transformative electric power of generative AI within the retail marketplace and over and above in BDO's eBook.

The financial products and services sector has long been a major focus on for cybercriminals, and Together with the rise of AI-pushed cyberattacks and more and more subtle ransomware ways, the pitfalls have never been higher.

Encouraging customers draw in investors, advising on partnerships and guiding fintechs to get ready for almost any exit, which include pre-acquisition due diligence and IPO readiness.

This review focuses on financial wellness programs, and reveals that staff members ever more price them and the companies presenting them.

Fintechs also drive digital transformation and enablement, usually providing bespoke equipment for details safety and stability.

Want that info regularly? Cornerstone offers this a must have intel via a membership assistance that should supply ongoing, continually-up-to-date sector intel and custom made tailor-made tips on to your executives such as:

Explore BDO’s 2025 Private Equity Study for insights on how PE leaders are navigating marketplace volatility, funding offers, and driving FinTech Advisory portfolio firm development. Obtain the report for actionable procedures and the most recent marketplace traits.

Fintech companies have a unique list of challenges, from an absence of intel on who's winning deals and why, to extremely elaborate messaging that doesn’t resonate with lender and credit rating union executives, to a lack of experience on right current market sizing.

In March 2017, his hedge fund, FinTech Advisory, considered a vulture fund, been given bonds that has a experience worth of $one.3 billion as collateral to get a $three hundred million bank loan to Venezuela, assisting the Venezuelan governing administration offer assets amid Intercontinental sanctions. Among April and June, Martinez traveled often to Venezuela on credit card debt-connected issues, traveling all over again in October to urge The federal government of Nicolas Maduro not to pay the accumulating payments on overdue bonds.