(FactSet provides new insights from a recent report which provided a comprehensive view of where the...
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(As performance and client reporting teams — and other internal groups — gear up to comply with the ...
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...
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...