Frank M 
Congratulations to our May 2025 WaveMaker of the Month! How long have you been a member of the OceanFirst Bank team? What role do you play on the Bank Team? Ihave been a member of the OceanFirst Bank team since June of 2024 (so it’s been just about 10 months since I started). I work in … Read more
On Thursday copper prices climbed to unprecedented levels, climbing past $10,000 per tonne. The main reason for this sharp increase is linked to trade disruptions caused by the aggressive tariff policies of US President Donald Trump. In the previous month it was President Trump who gave the order to the Commerce Department to take a … Read more
Actively managed certificates (AMCs) are becoming increasingly popular with Swiss investors. They offer the advantage of active asset management in a flexible investment product. However, as with all financial products, there are costs that can affect the return. At the same time, the tax treatment of AMCs entails special features that are relevant to your … Read more
Disclosure: This post may contain affiliate links. If you click on a link I may make a small commission at no extra cost to you. You can read the full disclosure here. Last Updated on January 30, 2024 by Alex Are you starting your journey towards a worry-free retirement? You’re probably wondering how to plan … Read more
In our discussions with banking executives, a common theme is how the lending market is changing and constantly giving rise to threats and opportunities, as covered in our Commercial Banking Top Trends for 2024. Confronting these changes is essential, but it also requires banks to be willing to reinvent to stay ahead. Previously, we touched … Read more
Regtech Blee has teamed up with New York-based multi-asset investing platform Public. Public will embed Blee’s AI-powered review engine directly into its marketing workflows to ensure that all customer-facing messaging and communication meets regulatory compliance standards. Founded in 2022, Blee made its Finovate debut at FinovateSpring 2024. Guy Shahar is Founder and CEO. New York-based … Read more
In the first article of this series, we tackled the problems many investors face – story-driven speculation, tip chasing, and the trap of seeking more and more information which often brings overconfidence rather than better results. One answer is using a rules-based approach, based around the characteristics of shares proven to identify winners. When you … Read more
Digital Assets: London Derivatives Exchange Selects Exberry to Deliver Matching Engine Technology Exberry has been appointed by London Derivatives Exchange (LDX) to provide matching engine technology. The new technology partnership will enable LDX to launch global markets and cover a wide spectrum of asset classes. Digital assets have emerged as an attractive new investment class, … Read more
In a recent interview with Chuck Butler, we concluded, short of dumping the FED and a ballot box revolution, inflation is here to stay. Individual investors can control where/how we invest to protect our life savings. Chuck summed up his feeling about a market fraught with risk: “I recently had some bonds mature. These maturities … Read more
It can be hard to know how much money to give as a gift. This is especially true if you are not even from the UK. Today, we will answer some of the most common questions about gifting money in the UK. So, what do you need to know about gifting money in the UK? … Read more