As the old saying goes, sometimes truth is stranger than fiction. Take whatever you might be binge-watching these days, for instance. If set in the future, there's an excellent chance it presents...
Compliance Scan Complete: Financial Regulation in the Age of the Robot
With so many moving parts, there aren't many industries more complex than financial services. Between the investments themselves, volatile environments and ever-evolving compliance issues, firms...
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,...
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...
