Flexible technology deployment to meet asset managers’ evolving needs


By: FRED SORBELLO

Technology has long been a critical factor in asset managers’ ability to support complex investment strategies, drive operational efficiencies and enhance client servicing.  Read More

Cryptocurrency: Is the juice worth the squeeze?


By: NICK NOLAN

There is no shortage of opinions. Is crypto the road to untold riches? The mainstream transactional medium of the future? Or a short-lived boom that is bound to go bust?  Read More

Big Data and AI: Here’s Why It’s the Future for Asset Managers


By: KATHERINE PEARCE

Big data and the various forms of artificial intelligence, machine learning, natural language processing and robotic process automation are already transforming the asset management world.Read More

Case Study: Quantopian – Innovative technology start-up or new breed of asset manager?


By: SHANA BRUNER

Innovative technology start-up or a new breed of asset manager? Boston-based Quantopian provides a global forum for talented people to write investment algorithms.Read More

Surviving an SEC exam: Know 2018 priorities


By: MATT AHLSTRAND

If your firm is an SEC-registered investment advisor, your chances of facing an exam just went up. The SEC conducted 12% more exams on advisors in 2017 than in the previous year, and the average time between exams for a typical firm narrowed from nine years ... Read More