- "What Is" Mark-to-Market Accounting?
- Back to Business with CLO 2.0
- "What is" Form PF?
- Key Current Challenges of the Asset Management Industry and Operational Answers
- "What Is" a Swap Execution Facility (SEF)?
- Preparing for Options and Fixed Income Cost Basis Reporting
- To RFP or not to RFP, that is the Question - Do a Proof of Concept Instead
- The Salesperson’s Role in the IT War
- "What is" Reference Data?
- "What Is" FINRA?
Author Archives: Sarah Hathaway
Guest Contributor: James Wells III, Marketing Communications Manager at Imagine Software Just as Form PF transformed the alternative investment segment by adding a massive operational burden and forcing firms to reassess their risk management practices, new CFTC regulations are reshaping … Continue reading
Guest Contributors: Eric Hazard and Jade Faugno, Intermarket Communications In the immortal words of Heraclitus, “change is the only constant,” and once again the financial services industry – and those who communicate about it – will find ourselves evolving with … Continue reading
Guest Contributor: Jim Muir, Financial Management Expert; Director, API Software, AutoRek Recent dynamics on financial services businesses – such as small margins, political pressures and an influx of new regulations – have stretched technology resources to, and in some cases … Continue reading
Guest Contributor: Neil Vernon, Development Director at Gresham ComputingI’m writing this from Singapore, identified last year by Insead as the 3rd most innovative country in the world and in March 2013 named “Top Innovation City” in a Wall Street journal … Continue reading
Guest Contributor: Cynthia Stephens, Vice President of Marketing, ByAllAccounts In a recent FTF News blog Eugene Gyro wrote about the use of social media sites in the wake of SEC clearing the way for public companies to use social network … Continue reading
By John Herlihy and Geoff Hodge, Milestone Group Boards, auditors, management and shareholders have been making their voices heard: among the alphabet soup of new fund management regulations, transparency and control are the common themes. We are now indisputably at … Continue reading
Guest Contributor: Sally Yates, Head of Influence, Metia Tap in Magic Quadrant into Google and up pops a raft of press releases happily announcing the ‘winners’ in the latest two by two grid wars. Like them or loathe them, MQs … Continue reading
Guest Contributor: Cheryl Nash, President, Investment Services, Fiserv 2012 was a turnaround year for the wealth management industry. Coming out of the prior crisis, last year was a period of regaining control for advisory firms — revisiting practices, revamping processes, … Continue reading