Protection in the Background: the Power of Embedded Insurance
I’ve sat through countless boardroom presentations where “digital transformation” is used as a shield to hide mediocre unit economics, and frankly, I’m exhausted by it. Lately, the industry has been obsessed with the supposed revolution of embedded insurance APIs, treating…
A Guide on How to Read a Proxy Statement
I still remember the first time I had to how to read a proxy statement as a young investment banker on Wall Street. It was like deciphering a secret code, with pages of complex financial jargon and obscure terminology that…
A Guide to Corporate Social Responsibility (csr)
As I sat in a boardroom, listening to a CEO tout their company’s latest corporate social responsibility (CSR) initiative, I couldn’t help but think that a guide to corporate social responsibility (csr) is often more about PR spin than actual…
An Analysis of What Is Shareholder Activism
I still remember the first time I encountered the term “what is shareholder activism” during my early days on Wall Street. It was tossed around in a meeting as if it was some sort of mysterious, high-stakes game only the…
An Explainer: the Role of the Board of Directors
I still remember the first time I witnessed a board of directors in action – it was during my early days on Wall Street, and I was struck by the disconnect between rhetoric and reality. The role of the board…
An Explainer: What Is Regtech and Its Impact on Compliance?
As I sit at my desk, surrounded by vintage stock tickers and the musty scent of old books on financial history, I’m reminded of the countless times I’ve seen what is regtech and its impact on compliance touted as a…
A Look at How Artificial Intelligence Is Changing Finance
As I sit at my desk, surrounded by stacks of financial reports and the soft glow of vintage stock tickers, I’m reminded of the countless times I’ve seen hype overshadow reality in the world of finance. The current obsession with…
A Report on the Rise of Digital-only Banks (neobanks)
As I sit here, surrounded by stacks of financial reports and the soft hum of my vintage stock tickers, I am reminded of the rise of digital-only banks (neobanks) and the multitude of misconceptions that surround them. The financial world…
Family Budgeting Tips for a Stress-free Life
I still remember the day my family had to rethink our financial priorities. We were stuck in a cycle of living paycheck to paycheck, and the stress was taking a toll on our relationships. That’s when I realized the importance…
An Explainer: What Is Blockchain Technology in Finance?
As I sit here, surrounded by stacks of financial reports and the soft hum of my vintage stock tickers, I am reminded of the countless times I’ve seen what is blockchain technology in finance being touted as a revolutionary force…









