- "What is" Form PF?
- A Closer Look at FATCA Grandfathering
- "What Is" Mark-to-Market Accounting?
- ABOR, IBOR, MBOR, Etc. – Are We Getting BORed With Acronyms
- The History of the Wall Street Bull
- "What is" Reference Data?
- "What Is" Reconciliation?
- The Mysterious Role of the Clearinghouse
- How to Engage Millennials: Best Technology Practices for Financial Advisors
- Back to Business with CLO 2.0
Author Archives: Sarah Hathaway
Guest Contributor: Ted Leveroni, Executive Director – Strategy & Buy Side Relations at The Depository Trust & Clearing Corporation Global regulatory reform and market changes are impacting how the buy- and sell-side function in the exchange-traded derivatives (ETD) space. The … Continue reading
Guest Contributor: Cheryl Nash, President, Investment Services, Fiserv A recent multigenerational survey from TIAA-CREF reveals financial advice has the highest impact on Millennials, the 77 million young Americans who, according to Nielsen, represent 24 percent of the U.S. population. A … Continue reading
Guest Contributor: Catherine Houston (Operational Processing and Repo specialist, Rule Financial) Having recently been voted through the European Parliament, the clock is now ticking on the next phase of the Markets in Financial Instrument Directive (MiFID) II implementation process. The … Continue reading
Guest Contributor: Joe Holman, CEO Orangefield Columbus Despite the economic downturn in 2008, the requirements for launching a hedge fund can be made simple by hiring the right service providers. Having a legitimate operational platform is key for a startup … Continue reading
Guest Contributor: Scott Price, Regional Director, Americas, Custom House Global Funds Services There will come a time, possibly in the not too distant future, when a fund management firm will look to outsource virtually all of its operations – even … Continue reading
Guest Contributor: Mal Cullen, Head of the Americas and Eagle ACCESS℠, Eagle Investment Systems Companies in the financial services sector are increasingly moving to cloud-based systems for their software solutions and with good reason. Understandably, cloud-based solutions were initially treated … Continue reading