02/18/2020
The ultimate goal is to provide what she termed a “friendly” process for the consumer, who can provide requested credentials easily, through the aid of technology — such as verification via facial recognition enabled by their mobile dev
02/17/2020
The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance.
02/17/2020
Asset management is area most likely to benefit from IT and digital investments
02/17/2020
Employee totals for each company are for U.S. staff only, and some companies may have higher overall headcounts.
02/14/2020
Forty-six percent of wealth management firms aren’t satisfied or only partially satisfied with their company’s digital services.
02/14/2020
New Wealth-X Report Reveals Significant Growth Among Those with $5 to $30 million in Net Worth.
02/13/2020
Both single- and multi-family offices require a certain level of wealth to be considered viable and cost-efficient.
02/11/2020
The rankings had India in sixth place, followed by France, South Korea, Canada, and the United Arab Emirates.
02/11/2020
Each side naturally likes to project itself as being in a strong position, but in fact all parties are feeling vulnerable
02/10/2020
Q4 2019 Insights
02/10/2020
How to Prepare the Next Generation
02/05/2020
AI can make investment managers more efficient through better data easily accessed and understood.
02/04/2020
Wealth management firms are customizing their portfolio creation to fit the particular clients and, in particular, are focusing these services on the next generation of investors and on high-net-worth investors.
02/04/2020
The challenge for these luxury buyers is that much of what's on the market isn't designed for the way people actually live today.
02/04/2020
Central banks across the world have taken a decision to acknowledge that cryptocurrencies are not going away and that their prized holding of fiat will eventually have no place in society.
02/03/2020
This year, we expect a similar level of enforcement activity to continue, while the SEC’s tactics will continue to evolve.
02/03/2020
Improving American retirement savers’ access to this valuable asset class deserves our attention today.
02/03/2020
Private equity firms accounted for 80% of all data-center acquisitions in 2019. Is that a good thing?
01/30/2020
The debate around serving women as customers in financial services has not yet been fully explored to date.
01/30/2020
Trade-based money laundering is believed to be on the rise, but the financial institutions charged with flagging payments linked to the illicit practice often have little insight into the nature of the deals, according to a governmental watchdog.