Operations

Executives from Alliance Bernstein, Edward Jones and Kasisto discuss best practices and ways to improve the client experience.

The firm has about 200,000 staffers doing their jobs from home, a spokesman said.

While some industry employees are eager for the normalcy of their offices, others are more reluctant as experts predict another rise in virus cases.

That decision was “heavily debated” and so far the company has found that its operations have fared well with remote work, Jose Minaya said at a conference.

Because of potential tax and compliance implications, they must tell the company if they are working from a location other than their home address.

For its annual NOVA awards, NICSA recognized asset managers and executives for operational excellence and product development.

Firms should be looking to build out a “data lake,” says the firm’s CTO.

Industry veterans and newcomers offer their takes on key issues facing asset management companies.

Industry veterans and newcomers provide insight on the year’s leading challenges in regulations, technology and operations.

The more efficient firms can be in their marketing and sales activities, the more effective they will be.