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So once we in the early 80s saw how customers - with delight - started to use e-banking for bill payments and balance checking, we started to ponder what other services could be built on the economy o...
Order and portfolio management systems, such as the Limina Investment Management System, Charles River Development and Bloomberg AIM are essential for asset managers and asset owners. However, underst...
If you or an advisor must file a Form 706 with the IRS to report estate or generation-skipping tax, understanding the IRS’ allowance for use of an Alternative Valuation date may be critical during a d...
In November, digital transformation companies, fund operators and other key stakeholders convened at the annual Fund Operator Summit to consider the major challenges facing the financial services sect...
Can blockchains be used as incentive networks for encouraging green activity and renewables? ESG is an important use case for blockchain. Regulators are understandably concerned about green investing ...
The venture capital industry is one of the most important aspects of global finance today and is at the forefront of the most significant trends that emerge around the world. For instance, in recent y...
The merits of active and passive investment have been debated for years, an average of 35 per cent of active equity funds outperformed their passive peer in the 12 months to June this year, according ...
If the confrontational posture of the title to this blog has you reading this opening sentence, then it can lay claim to having performed its job. However, it’s worth quickly explaining that it was on...
The digital revolution has been around for quite some time. Yet, there is still so much to learn on the best practices for carrying out digital transformation within the context of your business. Beca...
It’s not news that bad news sells – and there’s certainly no shortage of gloomy global macroeconomic forecasts right now. But there IS an opposing view championed by the late journalist Norman Cousins...
In an attempt to marshal advisors ever more productively, wealth management firms are continuing their perpetual drive to get advisors to form teams. By building a thoughtful support apparatus and con...
Aiming to guarantee UK’s place in the forefront of sustainable investment internationally, the FCA has just launched their consultation paper on Sustainability Disclosure Requirements (SDR) and inves...