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...

In the Age of MiFID II, Client Reporting Is the #1 Issue

Pause your busy day for a moment and listen closely to the sounds. Do you hear the regulatory winds blowing stateside from across the Atlantic? Because they are. As firms throughout the EU...