Blog - Efi Pylarinou Fintech and Blockchain Advisor

Incumbent Robo-advice platforms, software, products: A look through Morgan Stanley’s WealthDesk platform https://efipylarinou.com/wp-content/uploads/2018/12/morgan-stan-Robot-main-pic.jpg 1300 867 Efi Pylarinou Efi Pylarinou https://secure.gravatar.com/avatar/96dce27466844b3fa11db86eaa9f0858?s=96&d=mm&r=g December 6, 2018 December 10, 2018

Incumbent Robo-advice platforms, software, products: A look through Morgan Stanley’s WealthDesk platform

A race for a holistic advisory system is on, albeit at the pace of the financial giants that have accumulated assets under management and have thousands of advisors using their tools and services. Morgan Stanley is less vocal than JP Morgan, Blackrock, Vanguard, Fidelity. What caught my attention in November is the “WealthDesk” rollout which…

Is Sustainability your driver? Stop Borrowing from the Future. https://efipylarinou.com/wp-content/uploads/2018/10/Environment-Economics-Society-Header.jpg 1300 650 Efi Pylarinou Efi Pylarinou https://secure.gravatar.com/avatar/96dce27466844b3fa11db86eaa9f0858?s=96&d=mm&r=g November 5, 2018 November 7, 2018

Is Sustainability your driver? Stop Borrowing from the Future.

Sustainable Finance and Investing, remains misunderstood. Language remains tricky, inaccurate, and subject to interpretation; which inevitably makes Mathematics the only Language that can be trusted (100% internally consistent) [1]. Looking at Sustainable investing, there are different approaches to qualifying. The first sustainable investors, negated sectors like tobacco. This is the exclusion approach. Then came a portfolio management…

What has changed a decade after the financial crisis? https://efipylarinou.com/wp-content/uploads/2018/10/Fiancial-Crisis-a-Decade-on.jpg 1300 865 Efi Pylarinou Efi Pylarinou https://secure.gravatar.com/avatar/96dce27466844b3fa11db86eaa9f0858?s=96&d=mm&r=g October 29, 2018 October 29, 2018

What has changed a decade after the financial crisis?

What has changed a decade after the financial crisis? Here we all stand about a decade later from September 15, 2008, when Lehman Brothers filed for Chapter 11 bankruptcy protection and when the tremors of the subprime crisis continued to shake the grounds where we built our homes, our pensions, and our dreams. Collapses, rescue…

Robo-advisors: What are the fact and figures telling us? https://efipylarinou.com/wp-content/uploads/2018/10/Robo-advisors-what-are-the-firguestelling-us.jpg 1300 813 Efi Pylarinou Efi Pylarinou https://secure.gravatar.com/avatar/96dce27466844b3fa11db86eaa9f0858?s=96&d=mm&r=g October 25, 2018 October 26, 2018

Robo-advisors: What are the fact and figures telling us?

Robo-advisors: What are the fact and figures telling us? I am listening to my followers and readers. I see that Linkedin is not the first choice of quality content producers in the Fintech/Blockchain ecosystem. Other platforms like Medium are stealing market share with an accelerating rate. However, Linkedin is a better platform in spreading the…

In the EU Blockchain Resolution we Trust https://efipylarinou.com/wp-content/uploads/2018/10/EU-Blockchain-resolution-2.jpg 1300 797 Efi Pylarinou Efi Pylarinou https://secure.gravatar.com/avatar/96dce27466844b3fa11db86eaa9f0858?s=96&d=mm&r=g October 22, 2018 October 22, 2018

In the EU Blockchain Resolution we Trust

In the EU Blockchain Resolution we Trust It was my name day on September 20th – a significant day for a Greek Orthodox – but I was by no means going to miss the “Blockchain: Building Trust in Society”event with Dimitrios Psarrakis, a Greek leading specialist in European regulatory policy. This was the first event in PwC Switzerland’s…

Barron’s exclusive Robo-advisor ranking and 3 unanswered questions https://efipylarinou.com/wp-content/uploads/2018/01/winning-robo-investor.jpg 1000 563 Efi Pylarinou Efi Pylarinou https://secure.gravatar.com/avatar/96dce27466844b3fa11db86eaa9f0858?s=96&d=mm&r=g July 31, 2018 September 7, 2018

Barron’s exclusive Robo-advisor ranking and 3 unanswered questions

Barron’s exclusive Robo-advisor ranking and 3 unanswered questions It was 3yrs ago (2015) that I first produced the “Unadvised Assets” infographic – Salivating for Unadvised assets: a videographic and a year later the Digital Wealth management: a videographic update. My message was borrowed from Seth Godin’s Icarus Deception book and it echoed loud and clear to the incumbents…

Are Decentralized Exchanges part of the Bottom-up decentralized monetary policy? https://efipylarinou.com/wp-content/uploads/2018/09/de.jpg 1000 667 Efi Pylarinou Efi Pylarinou https://secure.gravatar.com/avatar/96dce27466844b3fa11db86eaa9f0858?s=96&d=mm&r=g June 26, 2018 September 7, 2018

Are Decentralized Exchanges part of the Bottom-up decentralized monetary policy?

Are Decentralized Exchanges part of the Bottom-up decentralized monetary policy? It was 2 days before Christmas that Lykke publicly announced it had to switch to a centralized operational model! Up to then, Lykke could claim to have been the only exchange that was semi-decentralized and charging no commissions to its users. Think of a Robinhood for all…

Who is redesigning financial services? https://efipylarinou.com/wp-content/uploads/2018/01/Redesigning-finance.jpg 1000 624 Efi Pylarinou Efi Pylarinou https://secure.gravatar.com/avatar/70a8bd2d4afea9141943a58181ea9d74?s=96&d=mm&r=g June 5, 2018 August 8, 2018

Who is redesigning financial services?

Who is redesigning financial services? Simon Sineck says that you always have to start with the “Why”. True, but for the digitization of financial services, we have already answered the “Why redesign financial services”. The “Who” and “How” is a work in progress. The “Paradeplatz meets Silicon Valley” event in Zurich last week, organized by RFS, was…

Misery, Velocity, and the Github for the new financial analysts https://efipylarinou.com/wp-content/uploads/2018/01/Misery-Velocity-Github-new-financial-analysts.jpg 1000 667 Efi Pylarinou Efi Pylarinou https://secure.gravatar.com/avatar/96dce27466844b3fa11db86eaa9f0858?s=96&d=mm&r=g May 22, 2018 August 8, 2018

Misery, Velocity, and the Github for the new financial analysts

Misery, Velocity, and the Github for the new financial analysts With or without a Finance 101 course in your history, it is normal to gravitate towards known metrics and analytics for the new asset class of cryptocurrencies and tokens. Technical analysis is being used left and right for long and short-term trends, by all the…

Nudge-Budge banking software lagging in the attention economy https://efipylarinou.com/wp-content/uploads/2018/01/Nudge-Featured-image.jpg 800 1040 Efi Pylarinou Efi Pylarinou https://secure.gravatar.com/avatar/96dce27466844b3fa11db86eaa9f0858?s=96&d=mm&r=g April 10, 2018 August 8, 2018

Nudge-Budge banking software lagging in the attention economy

Nudge-Budge banking software lagging in the attention economy It’s been 10 yrs since the best seller “Nudge” hit the market. Richard Thaler, the Chicago economist and co-author of the book was awarded the Nobel Prize of economics for his pioneering work in behavioral economics (popularized in the “Nudge” book). I find it remarkable that there…

Incumbent Robo-advice platforms, software, products: A look through Morgan Stanley’s WealthDesk platform

Is Sustainability your driver? Stop Borrowing from the Future.

What has changed a decade after the financial crisis?

Robo-advisors: What are the fact and figures telling us?

In the EU Blockchain Resolution we Trust

Barron’s exclusive Robo-advisor ranking and 3 unanswered questions

Are Decentralized Exchanges part of the Bottom-up decentralized monetary policy?

Who is redesigning financial services?

Misery, Velocity, and the Github for the new financial analysts

Nudge-Budge banking software lagging in the attention economy

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Incumbent Robo-advice platforms, software, products: A look through Morgan Stanley’s WealthDesk platform

Is Sustainability your driver? Stop Borrowing from the Future.

What has changed a decade after the financial crisis?

Robo-advisors: What are the fact and figures telling us?

In the EU Blockchain Resolution we Trust

Barron’s exclusive Robo-advisor ranking and 3 unanswered questions

Are Decentralized Exchanges part of the Bottom-up decentralized monetary policy?

Who is redesigning financial services?

Misery, Velocity, and the Github for the new financial analysts

Nudge-Budge banking software lagging in the attention economy

Subscribe for our news updates and exclusive content.

Get all my best content in your inbox

Starting a project?

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