
For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
Fractional share trading for equities and ETFs is not new. Widespread adoption of fractionals in mostly brokerage accounts were spurred on by th…
Private market asset managers were not immune from the post-pandemic, macroeconomic headwinds and recent market volatility – with operating marg…
This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
On 12th June 2023 (just yesterday), Nasdaq announced their intentions to acquire Adenza (which itself was created from the coming together of Ca…
On 27 Apr 2023, Deutsche Boerse announced a takeover of SimCorp to combine its existing data & analytics subsidiaries Qontigo and ISS under the…
As investment firms and investors contemplate how to integrate environmental, social, and governance (ESG) issues into their investing decisions…
Corporate pension plan sponsors conventionally operate in an “analog mode” where they have limited access to investment advice, with timely or r…
Profound shifts born from the wave of regulatory, capital, passive investing, and fee compression trends are continuing to alter the investment…
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
Last month I was honored to participate in the TradeTech FX annual conference in Miami, FL, and to assist by hosting a keynote interview and mod…
Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
Despite largely positive AUM growth, sustained growth in active investment remains elusive due to the onslaught of secular headwind factors and…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…