Whether utilizing or taking advantage of cloud technology, artificial intelligence (AI) or process automation, financial services firms are embracing innovation to propel their organizations into the new decade.

The COVID-19 crisis has elevated the awareness of and need for portfolio liquidity, while also intensifying institutions’ need to enhance yields to address what could be acute, long-term funding shortages.

So where are financial advisors turning for information? The recent mandatory work-from-home response has led to more flexibility around when and where people are working.

Institutional investors are considering brand strength more than ever when picking asset managers—and the COVID-19 crisis has intensified the importance of not just strength but also brand trustworthiness, authenticity, and purpose, putting asset...

Amid the current focus on investor innovation in data analytics to gain an edge in their portfolios, there is another area in which asset managers are using analytics to create a competitive advantage: sales.

Many asset owners and investment consultants have begun to reassess the optimal level of China exposure in their portfolios and how to best achieve this objective.

Best-in-class managers leverage technology to enhance client relationships through the delivery of data and insights in an automated and customized manner. In the next 3–5 years, a manager’s technical capabilities will play an increased role in how...

Institutions are increasingly attracted to ETFs as a cheap and efficient means of taking on the both tactical and strategic exposures needed for portfolio construction and adjustment.

Under a backdrop of increasing fee pressure, slowing AUM growth and reduced margins, the investment management industry is now facing research unbundling trends, which require many asset managers to implement a formal evaluation, budgeting and...

The financial advisor landscape is ripe for change. There are a multitude of tools and technologies available to not only improve advisor performance, but decrease costs and improve efficiencies.