Publications

Article 30 Mar 2021 7 minutes read

How Will Goals-Based Investing Boost your Business?

Goals-based Investing is increasingly popular in the financial industry. Aligning investment strategies with life goals has created a unique blend for investors and servicers. The differentiation from traditional investing measures provides benefits to the investor and service provider alike.

Article 24 Mar 2021 9 minutes read

Digital Wealth Management: Staying Ahead of the Competition

Once thought of as a nice-to-have platform functionality, Digital Wealth Management has evolved to such an extent that finding an efficient and effective method of combining human advice with digital tools is a crucial aspect of a firm’s capability in the advisory space.

Article 07 Dec 2020 6 minutes read

Wealth Management: Offerings for Sustained Growth

How a shift away from the traditional brokerage model will force firms to explore non-traditional products and services.

Article 25 Jun 2020 8 minutes read

Stock market: Robo Advisors Performance & Consequences

The outbreak and rapid proliferation of the coronavirus pandemic rattled global financial markets in the first quarter of 2020.

Article 31 Mar 2020 6 minutes read

The SECURE Act: Setting Every Community Up for Retirement Enhancement Act

The SECURE Act came into effect on January 1, 2020. The legislation brings changes for long-term retirement savings and affects people at every age. The primary aim of the legislation is to enhance financial security across the country. Here we look at how it impacts the Financial Services space.

Article 01 Jan 2019 26 minutes read

FRTB and the Next Generation of Risk Framework Data

Unlocking Future Business Benefits: Navigating Challenges and Sourcing Quality Market Data under FRTB