While most might not admit it, many wealth managers are drowning in their data lakes.
(Ambika D’Souza, CIPM, CSPO, is serving as the chairperson for Financial Technology Forum’s Performa...
What is client reporting?
Is data governance the silver bullet for all your data issues? Has the marriage of performance depar...
In this post, we will explain what tax-managed separately managed accounts (SMAs) are, clarify terms...
What is a unified managed account also known as a UMA?
Investment skill is the raison d’être of the asset management industry. Asset managers are paid to h...
FINRA is proposing a change to its “Communications with the Public” rule that could let its broker-d...
An association for investment professionals, the CFA Institute, says that it is doing its part to fo...
As financial services firms work to create efficiencies in the performance measurement and client re...