Finance
Fixed-income investing needs to be strategic as outlook is uncertain, experts say
Investors need to ensure they have the right fixed-income allocations as yields are struggling, experts said at BNY Mellon Pershing INSITE 2019.
Finance
Finance
Objectives-based investing requires an adaptive approach, experts say
Objectives-based investing can involve a vast array of products and great responsibility for advisors, an expert panel said at BNY Mellon Pershing INSITE 2019.
Finance
Experts discuss how RIA firms can best position themselves for M&A deals
Registered investment advisor firms need to consider a range of factors before pursuing merger-and-acquisition deals, experts said at BNY Mellon Pershing INSITE 2019.
Finance
The Positive Power of a Career Pivot
This successful professional changed his career so he could help change the world.
Modern Money
WokenUp aims to become global “social network for good”
WokenUp could be the go-to platform for positive social media
Modern Money
BNY Mellon develops end-to-end collateral solution using AcadiaSoft
BNY Mellon, AcadiaSoft combine to offer initial margin calculations, reconciliation and message handling for buy-side.
Modern Money
Singapore Exchange unveils Total Return Futures
SGX’s creation helps clients meet new Basel III regulation and rules covering uncleared OTC contracts
Finance
Q&A: Wealth manager lays out keys to success beyond money
Author and wealth manager John Christianson discusses wealth, happiness and success
Finance
CQG announces partnerships with Small Exchange, PanXchange
CQG details new alliances with Small Exchange and PanXchange
Finance
New tech challenges require research and outreach to stakeholders, regulators say
Regulators from around the world gathered at FIA Boca 2019 to discuss the emerging technology-related challenges they’re facing.
Finance
Swaps market still has impediments to participation, experts say
The original goals of the Dodd-Frank Act have largely been met, but some barriers to participation remain, experts said at FIA Boca 2019.
Finance
Derivatives exchange leaders discuss market trends and challenges
Exchange leaders address topics from Brexit to blockchain
Finance
FIA voices concerns about market fragmentation
FIA warns of negative consequences of disjointed market regulations
Modern Money
‘Tis the Season to Archive Everything
New advancements in archiving technology and solutions are making comprehensive supervision workflows easy and efficient.
Finance
Innovation steps to the fore at FIA Asia conference
Industry experts weigh in on what has slowed and quickened technological advancement.
Finance
Anova expands coverage across Asia, establishes regional HQ in Singapore
Anova announces expanded footprint in Asia
Finance
Panel examines blockchain and cryptocurrencies’ effects on accounting and tax
Panelists at Consensus: Invest 2018 said blockchain is likely to transform, but not eliminate, accounting and auditing.
Finance
Experts: Major crypto custody issues include client demand, security, insurance
Key custody issues in the cryptocurrency industry include client demand, security, liquidity and insurance, said panelists at Consensus: Invest 2018.
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How RIAs can take advantage of industry disruption
RIAs can take advantage of disruption to strengthen their businesses
Finance
Defaults, margin and Brexit on exchange leaders’ minds at FIA Asia conference
Exchange leaders gather in Singapore to discuss hot topics and trading trends
Finance
CoinDesk’s Worth offers preview of Consensus: Invest 2018
How investors can approach cryptocurrencies and other digital assets within their portfolios will be a key issue at this week's Consensus: Invest 2018.
Finance
Bob Woodward discusses conflicts between Trump and the media
Journalist Bob Woodward explored the "emotionally unhinged" responses to the Trump presidency at the Global Financial Leadership Conference.
Finance
GFLC panel discusses the present and future of blockchain
The current state and future potential of blockchain and cryptocurrencies were the focal points of a panel at this week’s Global Financial Leadership Conference.
Finance
Apple co-founder Wozniak on the good and bad about tech
Apple co-founder Steve Wozniak wows at GFLC
Finance
Citadel’s Griffin talks trade, regulation and finance talent
Citadel founder and CEO Ken Griffin keynotes the Global Financial Leadership Conference
Finance
Trading Technologies’ Lane discusses GFLC, financial markets of the future
Trading Technologies CEO Rick Lane shares his expertise on topics shaping markets of today and tomorrow
Modern Money
Accenture Ventures links up with AI firm Quantexa to tackle money laundering, credit risk
Link to tap AI to tackle money laundering and assess credit risk
Finance
Analysis: FATCA off to a slow start
Treasury report shows that despite heavy government spending, FATCA is off to a slow start
Finance
A look at client segmentation steps for advisory firms
Segmentation efforts should help an advisory firm better understand its clients' needs, an expert said at the Schwab IMPACT 2018 conference.
Finance
Higher estate tax exemption should be key area of focus for planners, expert says
The increased estate tax exemption is creating a need for specialized skill sets among financial planners, an expert said at the Schwab IMPACT 2018 conference.
Finance
Alternative investments offer many ways to strengthen portfolios, expert says
Alternative investments essentially are “less constrained active management” that expands opportunities to drive performance, a Schwab IMPACT 2018 panelist said.
Modern Money
Survey reveals continued pain points for electronic communications compliance
Smarsh releases annual e-communications compliance survey
Modern Money
How fintechs may change data security
Experts discuss the future of data security in finance.
Modern Money
Challenges in fintech regulation
Regulators and fintechs weigh in on fintech regulation.
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How financial advisors can adapt to today’s changing landscape
Discover how financial advisors can adapt to technology disruption to provide excellent client service.
Finance
Volatility likely to reach capital markets eventually, experts say
Capital markets haven't shown much of a response to economic volatility, but that is likely to change, said panelists at SIFMA's 2018 Annual Meeting.
Modern Money
Experts: Fixed income markets have room for growth in electronic trading
Electronic trading has benefited the fixed income markets but still has a great deal of room for growth and improvement, said panelists at SIFMA's 2018 Annual Meeting.
Modern Money
Libor alternatives continue to evolve
Industry groups are working on adjustments made when Ibor alternatives are used as fall-back rates, said panelists at SIFMA's 2018 Annual Meeting.
Finance
Risk in the age of automation — new hazards and opportunities for insurers in the internet of things
As the internet of things becomes more fully realized, there are new possibilities for insurable transactions, and insurers must determine how they will participate in the new world of risk.
Modern Money
Vectra finds increase in hidden tunnel cyberattacks against financial services firms
Hackers are targeting financial services more than any other industry.
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How to attract new households to your bank for less
Discover how you can make the most of your loan acquisition marketing budget
Finance
Economists dissect the ‘Vodka and Espresso’ economy
What do vodka and espresso have to do with the US economy?