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. Julie Conroy Cross-Industry, Banking & Payments, Capital Markets, Commercial Banking & Payments, Cybersecurity, Fraud & AML, Insurance, Life, Annuities, Benefits, Property & Casualty Insurance, Retail Banking & Payments, Securities & Investments, Wealth Management Julie Conroy |
September 6, 2024 post Preparing for Election Discord: Understanding the Facts and Making a Plan Three key topics will likely influence clients’ financial plans (and how advisors guide them through uncertain times) pending election results. Lisa Asher Wealth Management, Securities & Investments Lisa Asher |
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. Vinod Jain Capital Markets, Securities & Investments Vinod Jain |
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. Adler Smith Capital Markets, Securities & Investments Adler Smith |
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, Securities & Investments, Wealth Management James Wolstenholme |
July 2, 2024 post Observations From a Trip to Japan Five key observations on the market in Japan. William Trout Securities & Investments, Capital Markets, Wealth Management William Trout |
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 |
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 |
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 |