We study the changing face of the relationship among asset managers, financial advisors and individual investors as well as the impact of new technology on the wealth management process.
Our independent third-party analyses form the basis for senior sell-side management to benchmark their client businesses, identify revenue opportunities, assess service quality, and optimize allocation of resources.
The ramifications of new equity exchanges, an increasingly tech-heavy fixed-income market, spending on surveillance technology, clearing and continued cloud adoption are some of the big themes we see shaping 2021.
The economic consequences of COVID-19 could represent an existential crisis for some asset management firms, forcing managers around the world to make hard strategic choices to protect their businesses.
Although the prospect of an FTT for the U.S. has been proposed multiple times since the 60s, it has never gained significant traction. The idea is often raised in the context of how to pay for other programs.