July 28, 2025 post Bitcoin Institutional Adoption: How U.S. Regulatory Clarity Unlocks US$3 Trillion in Financial Services Capital The institutional Bitcoin revolution starts now. Gregory O’Gara Capital Markets, Wealth Management Gregory O'Gara |
June 26, 2025 post The Digital Pivot: Consulting Firms at the Heart of Capital Markets Evolution Modernization in capital markets is not a one-time project, and strategic consulting partnerships are the key to staying ahead Datos Insights Capital Markets Datos Insights |
June 18, 2025 post OMS Vendor Selection is Critical for Investment Management Competitive Advantage Buy-side investment managers face critical technology crossroads in 2025 James Wolstenholme Capital Markets, Insurance James Wolstenholme |
April 30, 2025 post AI Adoption in Client Reporting and Performance Measurement: Strategy, Training, and Investment Challenges Strategic AI implementation separates industry leaders from laggards in client reporting and performance measurement Datos Insights Capital Markets Datos Insights |
April 16, 2025 post Bank-RIA Acquisitions: Strategic Opportunities and Implementation Challenges Navigating the complexities of bank-RIA acquisitions to maximize growth and minimize integration risks William Trout Capital Markets, Wealth Management William Trout |
April 14, 2025 post The Evolution of Risk Management in Family Offices: Part 2 How family offices can build resilient risk management frameworks that support long-term success. James Wolstenholme Capital Markets, Wealth Management James Wolstenholme |
April 8, 2025 post The Evolution of Risk Management in Family Offices: Part 1 Risk assessment, management, and mitigation complexity increases as portfolios expand beyond conventional investments James Wolstenholme Capital Markets, Wealth Management James Wolstenholme |
March 20, 2025 post Navigating Washington’s Whirlwind How FIs are preparing for uncertainty. Ben Deufel Banking & Payments, Capital Markets, Commercial Banking & Payments, Cross-Industry, Cybersecurity, Fraud & AML, Retail Banking & Payments, Wealth Management Ben Deufel |
January 13, 2025 post When It Comes to Data-Sharing, Big Banks Beware How data leakage happens, and how financial institutions can control it. William Trout Capital Markets William Trout |
November 12, 2024 post Critical Risks Demand Immediate Action From Financial Services in 2025 The financial services industry stands at a pivotal crossroads, where technological and human elements determine success. Datos Insights Commercial Banking & Payments, Banking & Payments, Capital Markets, Cross-Industry, Cybersecurity, Fraud & AML, Insurance, Life, Annuities, Benefits, Property & Casualty Insurance, Retail Banking & Payments, Wealth Management Datos Insights |
October 17, 2024 post Top Trends in FinServ for 2025: Buckle Up for the Wild Ride! If nothing else, the financial services landscape in 2025 will be dynamic. Datos Insights Cross-Industry, Banking & Payments, Capital Markets, Commercial Banking & Payments, Cybersecurity, Fraud & AML, Insurance, Life, Annuities, Benefits, Property & Casualty Insurance, Retail Banking & Payments, Wealth Management Datos Insights |
August 22, 2024 post Digital Transformation Pillars Need a Floor and Ceiling to Bind Them If it can be measured, then it can be controlled; data visualization is the measuring stick. Datos Insights Capital Markets Datos Insights |
July 11, 2024 post Why Is BlackRock Acquiring Preqin? BlackRock, the global investment giant, is set to acquire Preqin, a private markets data provider, for $3.2 billion. Datos Insights Capital Markets Datos Insights |
July 3, 2024 post Speed and Scale, CME and Google—Take Your Pick Speed is of the essence, and scale is the growth engine. James Wolstenholme Capital Markets, Wealth Management James Wolstenholme |
July 2, 2024 post Observations From a Trip to Japan Five key observations on the market in Japan. William Trout Capital Markets, Wealth Management William Trout |
May 20, 2024 post Is Cybersecurity the Most Critical Leg of the Capital Markets Risk Stool? An expanded technology footprint boosts the efficiency of the capital markets and highlights firms’ vulnerability to cyberattacks. William Trout Cross-Industry, Capital Markets, Cybersecurity William Trout | John Horn |
December 20, 2023 post What Should the Securities and Investments Industry Take Away From COP28? COP28 ends with a landmark but vague agreement urging a shift from fossil fuels for net-zero emissions by 2050. Wally Okby Capital Markets, Wealth Management Wally Okby |
December 6, 2023 post Data Management: At the Heart of Business and Operating Model Reviews The securities industry faces strain due to shorter settlement cycles, higher trade volume, and increased regulatory demands. Datos Insights Capital Markets Datos Insights |