Artificial intelligence (AI) is transforming multiple sectors and financial advice is no exception. This technology offers a wide range of benefits, highly applicable to the financial industry. As clients demand more personalized and efficient services, AI is positioning itself as a key tool in financial advice. Several players in the financial sector are already using […]
This year, in my annual closing article, I want to introduce you to a topic that caught my attention in 2023 and will continue to be relevant for years to come. Some time ago, I started hearing the term “The Great Generational Wealth Transfer” and began to wonder about the potential impact it could have on […]
I am about to write this article reviewing everything we have experienced from an economic point of view by analyzing all the headlines that have accompanied us in this challenging 2022. A year in which the Perfect Storm occurred and the news got worse day by day. We closed December 2021 celebrating the new normality […]
All the economic headlines are being filled with questions about how central banks will act on interest rates. The question comes at a time of great uncertainty, super inflation and a Europe in need of rapid economic acceleration. The interest rate policy decided from Frankfurt will condition our mortgages, our credit cards and even the type […]
