Latest Content tagged with Asset Management
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Wirehouses May See More Independent BDs as Retention Packages Expire
Retention bonuses are expiring, leaving brokerages vulnerable to attrition. Is access to technology making it easier for brokers to go independent?
Advisors Must Prepare for the Investor of Tomorrow
Advisors who successfully serve tomorrow’s investor will embrace technology today.
Is There a Watson in Your Financial Future?
How artificial intelligence might affect financial services.
Stop, Rethink & Recalibrate: A View From Asia Pacific
Technology has made the human element of high- and low-touch trading almost indistinguishable. Brokers can no longer compete on price. Instead, they should build toward user experience and value of outcome.
Dig Deeper for Data: Enriching Wealth Management With New Market Insight
To compete, wealth firms are providing direct electronic access to the content. Exposing the information to their clients is driving an evolution of the traditional advisor value proposition.
M&A Activity Will Continue to Grow in 2015
Data shows that the M&A market continues to improve, and forecasts indicate deal making will be healthy in 2015.
Nvestly Launches Social Investment Platform for the Average Person
The real-time platform is geared to Millennials who can use its social media features to share and compare returns with friends and other investors.
A Digital Revolution of Wealth Management
Digital advisory solutions are helping advisers with back-end efficiencies and client-facing platforms so they can focus on their core business.
Fidelity Labs Takes Innovation to the Next Level
Fidelity Labs is running a pilot on LinkedIn that lets financial advisers interact with their book of customers. That's just one example of how the tech incubator is seeding ideas and developing future products for its parent company.
100 Years: Charles Dow to Quants to Predictive Analytics for Everyone
High-frequency trading and quantitative financial analysis left most investors in the dust. Today modern advanced data analytics tools are giving all investors access to unique information.
The Emergence of Virtual Financial Planners
If Finovate Fall 2014 is a guide, targeted financial planning tools are now popping up for every demographic -- from kids earning an allowance to seniors looking to monitor for fraud.
Interactive Data Launches Continuous Fixed Income Pricing Service
Independent intra-day FI pricing is helping to shine light on the opaque fixed income market.
Using Artificial Intelligence to Uncover Non-Public Company Data
Startup DataFox aims to use artificial intelligence, natural language processing, and big data to provide data on 100,000 private technology companies to financial analysts.
Three Engagement Strategies That Pay It Forward in Finance
When you can leverage status, education, and big data to engage your customers, interactions not only become more frequent, but also more productive.
Eyeing the Full Wallet, Markit Integrates Commission Manager With Broker Vote
Buy-side firms want access to their full commission wallet so they can leverage the data in their broker vote software and factor in research related events, according to Markit.
In Like a Bull, Out Like a Bear
August is shaping up to be a difficult month in the markets, with bulls and bears each looking for a market direction.
Research & the Role of Big Data
How have technology and big data shaped the future of the independent research and agency broker partnerships?
Data Analysis Startup Thinknum Raises $1M in Seed Round
The financial analysis platform is planning to launch a private platform for hedge funds seeking to keep their models private.
Markets Looking Forward to Earnings
Geopolitical risks are increasing as the markets chug through the summer months, and investors are watching their risk profiles very closely.
Why Is the Investor's Personal Rate of Return Missing on Financial Statements?
Only 25% of statements across the annuity, mutual fund, and brokerage sectors include a "personal rate of return," Dalbar's annual survey says.
TradeKing Enters the Online Advisory Market
As robo-advisers target independent investors with automated tools, TradeKing teamed with Morningstar's Ibbotson Associates to deliver professionally managed portfolios with low fees.
Automating the Institutional Investing RFP
The slow and mostly manual RFP process in the institutional space adds costs and is inefficient. There has to be a better way.
The Rise of the Retail Trader – a New Era
Retail traders are coming back, but their sights are set on more transparent and low risk instruments, which is adding momentum and service demands to previously quiet markets.
MicroApps: Unbundle Your Product Platform
Unbundling traditional financial services functionality into Web-based APIs allows companies to extend brand relationships to other platforms.
Cloud Computing Can End CRM Torture for RIAs
RIAs have been struggling with CRM systems for decades. Is the best solution a cloud-based one?
Unexpected Client Connection Tool: HD Video Conferencing
Video conferencing gives Trust Company of Vermont an edge in customer service and employee collaboration.
Getting the Digital Agenda Right for Wealth Management
Advisors should start to embrace a smart mix of digital approaches like Amazon recommendation models and automated workflows of previous core competencies.
Who Wants to Trade With High-Frequency Traders?
No sane individual wants to take on a professional wrestler like The Rock. Similarly, no sane fund manager wants to trade on an exchange with an HFT fund.
TrueEX Processes $750 Billion in Bunched Order Allocations
The firm's post-trade platform is helping asset managers and FCMs handle "bunched order" allocations for interest rates swaps, a major pain point for the buy-side.
Motif Investing Enters Financial Advisor Market
After raising $35 million in a second funding round, the online site announced a platform for financial advisors along with plans to expand internationally and roll out asset allocation models to self-directed investors.
Three Tactics to Support Social Business Innovation
Banks need to take action to encourage innovation in social media as it becomes a bigger part of consumers’ lives.
Market Direction? Let's Call It: Confused
The markets seem to be confused and continued to meander in March and in the beginning of April.
ITG's Mobile App Measures Trading Costs on the Fly
ITG's Liquidity Metrics helps portfolio managers and traders to quickly understand trading costs on a daily basis by region and sector.
The Pursuit of IBOR
Achieving an accurate and consistent IBOR can be elusive for some investment management firms, writes Marc Firenze, CTO at Eagle Investment Systems.
Buy Side Considers IBOR to Consolidate Real-Time Positions
Two-thirds of buy-side participants see the need for more timely and accurate data as the main driver for considering an integrated IBOR, according to a Charles River survey
Estimize Launches Mergerize, Crowdsourcing for M&A
Applying the crowdsourcing method to mergers and acquisitions, Mergerize looks to bring value to traders, quants, investment bankers, corporations and the virtual rumor mill.
33% of Hedge Funds Switched Service Providers in 2013
Dissatisfaction with quality of service is the most common reason cited by hedge funds for changing their fund administrators, according to a Preqin study.
Market Correction Is Short Lived
The market correction in January was answered by a 4.0 percent gain by the Dow Jones Industrial Average in February. Will the markets see a traditional correction anytime soon?
Big Data: What's In It For The Customer?
Effective use of big data will enable digital experiences to become more than a substitute for face-to-face transactions.
Quant Hiring Grows on Buy-Side Trading Desks
Large traditional asset management firms are seeking to hire quantitative professionals to tackle data intensive analysis of trading costs, venues and alpha modeling, according to Tabb Group's report.
Why Venture Capital Has The Hots For Financial Services
The Finance Technology 2.0 model is based on automation and technology rather than relying on people and manual processes.
U.S. Buy Side Focus Shifts to Investment Performance, Says Linedata Study
The trend is driven by the completion of post-crisis regulation deployments by U.S. asset managers while E.U. firms remain focused on implementing new regulations.
January 2013: From Appreciation to Market Correction
The new year kicked off with a brutal first month for investors. Will it be a typical market correction, or just a temporary dip?
Liquid Bolsters Pre-Trade Compliance in Private Cloud-Based OEMRS
Hedge fund managers are demanding compliance aggregation and risk measurement tools to generate alpha and prove they have institutional quality controls.
Instinet Launches MAKE Algorithm for Institutional Traders
The new algorithm provides buy-side traders with the same sophisticated liquidity tactics used by market makers, while reducing exposure to signaling and other predatory techniques.
Markit Hires Veteran to Develop New Trader Dashboard for Buy Side
The company hired Tom Conigliaro to head up its Trading Services Group, which will develop the new Trader Dashboard with triggers and streaming inputs to inform buy-side strategies.
Greater Automation, Transparency Required in Model Portfolios
The increasing number of programs, complexity and strategies require better automated model communication for sponsors and managers.
Brown Brothers Harriman Hires New CIO
Michael McGovern joined BBH as CIO and head of systems, where he will spearhead technology strategy, application development and systems infrastructure for the privately-held financial institution.
2013 Investment Management Recap: A Look Back
Almost all of the major benchmarks hit highs in 2013, but what will 2014 bring to investors?
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Exclusive: Inside the GETCO Execution Services Trading Floor
Advanced Trading takes you on an exclusive tour of the New York trading floor of GETCO Execution Services, the solutions arm of GETCO.
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