Data management

eBook Achieving consistency of data

Download our new eBook to learn how to achieve consistency of data by implementing a digital strategy within your firm.

Sponsor Content from Apex
Voices What will it really take for wealth management to transform digitally?

Most firms rank technology as their most important strategic initiative — but they struggle with how to prioritize and implement change.

May 2

Uday Singh

Broadridge Consulting Services
On-Demand Web Seminar The business case for data aggregation

ROI matters. But how do you quantify if your data aggregation approach delivers revenue growth and operational efficiency?

Sponsor Content from Envestnet | Yodlee
Fintech

Entreda founder Sid Yenamandra targets industry data with new venture

Surge Ventures will invest in software addressing the industry's "data hygiene challenge" and help founders navigate startup challenges.

By Tobias Salinger

January 3
On-Demand Web Seminar Fighting financial crimes with graph and machine learning

In today’s fast-paced and increasingly digital world, effectively combating financial crime and achieving regulatory compliance demands smarter, faster, and more dynamic tools and solutions.

Sponsor content from TigerGraph
Data breaches

OCC fines Morgan Stanley $60 million for 2016 data breach

The regulator found that the financial services company failed to take precautions in disposing of hardware that contained sensitive customer information.

By Brendan Pedersen

October 8
Robotics

BNY Mellon is all-in on digital

Some banks are setting up their own parallel digital banks, while others form innovation labs. Roman Regelman says BNY Mellon is transforming the entire institution.

By Penny Crosman

June 24
Commentary Seeding a Mutual Fund with Separately Managed Accounts

Investment advisers who manage client assets in separately managed accounts (SMAs) may encounter challenges scaling their products or executing certain strategies within an SMA.

Partner Insights from Apex Fund Services
Commentary The Benefits of Converting to a Series Trust

For more than 20 years, series trusts have been popular organizational structures for launching a new mutual fund. Today, hundreds of funds throughout the mutual fund industry with assets measured in the hundreds of billions utilize a series trust structure.

Partner Insights from UMB Fund Services
Commentary Rethinking Fund Lineups

Remember the DOL Fiduciary Rule? The Fiduciary Rule, which outlined the fiduciary responsibilities of financial professionals to retirement account holders, was initially supposed to be phased in starting in 2017.

Partner Insights from Northern Trust