Publications

Article 06 Feb 2023 10 minutes read

FinTech’s Impact on Traditional Wealth Management

What is Fintech's impact on the traditional Wealth Management space, and who we see at Sia Partners, as the leading disruptors to traditional Wealth Management?

Article 18 Jan 2023 9 minutes read

Art of The Possible: Viability of The Blockchain-KYC Use-Case

What is the art of the possible as it relates to a shared e-KYC platform?

Article 18 Jan 2023 12 minutes read

Oil Market Trend Analysis: Russia's Impact on the Market

How Russia's Invasion of Ukraine is still impacting the European Oil & Gas Markets and Global Climate Policies?

Article 22 Dec 2022 7 minutes read

2022 Global Sanctions Updates: Navigating sanctions landscape

While the imposition of sanctions has increased in recent years, since February 2022 there have been unprecedented changes in the sanctions landscape largely due to Russia’s war against Ukraine.

Article 19 Dec 2022 5 minutes read

Virtual Advice: A Call Center Based Approach to Managed Accounts

Is your firm on board the Virtual Financial Advisor train? New technologies and changing customer preferences have created opportunities for a new approach to wealth management.

Article 05 Dec 2022 9 minutes read

T+1 Operational Impacts: Today and Beyond

In 2022, the SEC proposed to shorten the current two-day trade settlement cycle to a one-day cycle. This change will require early action to achieve a full transition by the end of 2024. It is critical for firms to make operational and technological enhancements to meet the demands of T+1 settlement