5 Trends in the Banking Industry to Look out for Throughout 2022

2021 brought a lot of change to the world of finance and banking, from the implementation of Brexit to the popularization of cryptocurrency. Today, banking looks very different from how it did only a few years ago, and these shifts do not show signs of stopping anytime soon, especially in a world that is stillContinue reading “5 Trends in the Banking Industry to Look out for Throughout 2022”

The Key Points You Need to Know about Trading Contracts for Difference 

A derivative that has generated significant buzz recently is a contract for difference (CFD). With a CFD, the difference between the open and closing trade price of a given asset is settled in cash without the delivery of any goods or securities. While CFDs are not allowed in the United States, many experienced traders useContinue reading “The Key Points You Need to Know about Trading Contracts for Difference “

What Are the Differences between a Private Foundation and a Donor-Advised Fund?

There are many reasons to launch a charitable vehicle, such as tax benefits, not to mention the satisfaction of supporting causes you believe in and allowing nonprofits to further their missions. Most people give to charity through cash, but it is not always the most efficient option, especially from a tax perspective. If you decideContinue reading “What Are the Differences between a Private Foundation and a Donor-Advised Fund?”

New Technologies and Platforms Increasingly Define Banking

  Part of a family with a background in Venezuelan banking going back more than a century, Julio M. Herrera Velutini is a respected presence in international finance. He leads a Puerto Rico-based financial institution that has Florida offices and is compliant with U.S. regulatory mandates. Offering a remote-access platform that provides clients with worldwideContinue reading “New Technologies and Platforms Increasingly Define Banking”