April 30, 2024 post Wrong Product, Wrong Client—Why Robo-Advisors Are Not the Silver Bullet to Attracting Next Generation Clients Is this the beginning of the end for robo-advisors? Lisa Asher Securities & Investments, Wealth Management Lisa Asher |
April 3, 2024 post Will This AML Rule for Investment Advisors Finally Come to Life? This February, the Financial Crimes Enforcement Network (FinCEN) released a Notice of Proposed Rule Making (NPRM) that would create an... Becki LaPorte Fraud & AML, Wealth Management Becki LaPorte | William Trout |
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. Adler Smith Capital Markets, Securities & Investments, Wealth Management Adler Smith | 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 Securities & Investments, Capital Markets Datos Insights |
October 25, 2023 post I Went to a Wealth Management Conference… and AI Was Everywhere! AI's role in wealth management dominates pre-conference talks, refreshment hall chats, and panel discussions. Datos Insights Securities & Investments, Wealth Management Datos Insights |
October 17, 2023 post The Rise of the Personal: Lessons From the Datos Insights Wealth Management Forum Personalization is no longer just for the ultra-high net worth. Datos Insights Wealth Management Datos Insights |
August 3, 2023 post Addressing Consumers’ Liquidity Gaps Tightening credit has created new opportunities for bankers to provide liquidity solutions to their clients. Stewart Watterson Retail Banking & Payments, Banking & Payments, Wealth Management Stewart Watterson |
July 27, 2023 post What’s Going to Shape Capital Markets in 2024? It is already time to start looking at business and budget priorities for 2024. Datos Insights Capital Markets, Securities & Investments Datos Insights |
June 21, 2023 post Introducing Datos Insights As CEO, I’m thrilled to introduce you to Datos Insights—a new brand that showcases our continued commitment to our clients. Datos Insights Property & Casualty Insurance, Banking & Payments, Capital Markets, Commercial Banking & Payments, Cybersecurity, Fraud & AML, Healthcare Payments, Insurance, Life, Annuities, Benefits, Retail Banking & Payments, Securities & Investments, Wealth Management Datos Insights |
June 5, 2023 post Portfolio Management and Client Reporting Design Overall, the technology landscape of vendors and clearing/custody firms continues to grow, with well over 50 firms in this very... Wally Okby Wealth Management Wally Okby |
June 2, 2023 post Does Deutsche Börse Have the Pieces to Build a Buy-Side Tech Powerhouse? Last week, Deutsche Börse Group, an international exchange organisation and market infrastructure provider headquartered in Germany, formally offered to acquire... Datos Insights Capital Markets Datos Insights |
June 1, 2023 post What Does Innovation Look Like in Today’s Execution Venues? Over the last 30 years, the amazing pace of innovation in electronic trading has completely transformed global capital markets. One... Sang Lee Capital Markets Sang Lee |
May 25, 2023 post The Time Is NOW for the Buy-Side to Review Technology and Operations In 2023, asset managers are facing amplified challenges due to volatile market conditions, margin pressure, looming shortened settlement cycles, increased... Datos Insights Capital Markets Datos Insights |
March 27, 2023 post Acquisitions of Fixed Income Connectivity Solutions Spotlight the 60% Growth Potential of This Market Bloomberg’s acquisition of Broadway Technologies follows on the heels of AxeTrading being acquired by Trading Technologies and the 2021 acquisition... Vinod Jain Capital Markets Vinod Jain |
February 15, 2023 post The Cloud and Capital Markets: Tomorrow’s Leaders Will Leverage Today’s Cloud for Growth “The Cloud.” The term conjures up images of a utopian technology world. A plug-and-play technology stack where applications, data, and... Datos Insights Capital Markets Datos Insights |
February 14, 2023 post Japan Promoting and Regulating ESG In 2021, I was provided the unique opportunity by the good folks at Refinitiv Financial Solutions to look under the... Wally Okby Wealth Management Wally Okby |
January 18, 2023 post Aligning Business, Technology, and Operating Models to Thrive in an Evolving Competitive Landscape Changing product dynamics, fee compression, geopolitical unrest, weaponization of commodities, and an aggressive regulatory agenda have been recurring drivers in... Datos Insights Capital Markets Datos Insights |
January 17, 2023 post Wealth Management 2023: The Juice Is Worth the Squeeze As recently as three years ago, the financial services industry—including wealth management—was still just exploring the possibilities enabled by advancements... Datos Insights Wealth Management Datos Insights |