Making Client Reporting an "Amazon-Like" Experience

As business processes become increasingly digitized, the lines separating departmental functions such as client service, marketing and sales are rapidly blurring. Many companies are starting to...

ETFs' New Target: Blockchain

Like mutual funds in the 80s and 90s, exchange-traded funds (ETFs) have proven to be transformative to the investment markets in the last two decades or so. With unparalleled cost efficiency,...

Business Presentation Tips: Tell a Story

We've all been to meetings where the presentation seemed to suck the soul out of your body...

  • Dry facts with no analysis or insights
  • Lots of problems with no solutions
  • Tons of text and complex...

Investment Management Growth Drivers for 2018

Just partly through the first quarter, 2018 has already proven to be a memorable year for the investment services industry. Between historic tax cuts, remarkable volatility and an ever-shifting...

Why Automation Can Improve Your Performance

Let's face it; we live in a world of increasing automation. It's reported that up to 45 percent of the average office employee's work could still be automated. Just imagine how much your work day...