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
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?
Finance
Deloitte poll: Firms plan adoption of AICPA’s SOC for Cybersecurity framework
New poll shows corporate boards pursuing increasing oversight of cybersecurity programs.
Finance
Experts look at deluge of data re-shaping financial services
Panel at Pershing's INSITE 2018 makes sense new solutions and opportunities
Finance
Panel: Yet another GDPR “deadline” presents unique challenges for firms
Three key takeaways from data privacy and cybersecurity panel at Pershing's INSITE 2018
Modern Money
A closer look at the Fed’s guidance for effective boards and senior management
Specific practices to achieve the desired outcomes described in the Federal Reserve’s Proposed Board Effectiveness Guidance
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Harnessing the power of analytics to provide real customer insights
Using analytics to learn more about customers offers valuable insights
Modern Money
While You Were Working – May 9
Mick Mulvaney plays the short game, warning shot fired at Deutsche Bank, Wells Fargo rips off its own employees, China opens up, and a double dose of money and guns.
Modern Money
While You Were Working – May 8
Gary Cohn returns, PIMCO checks in on impact investing, Bitcoinitis strikes again, and President Trump's plan puts Boeing jobs in jeopardy.
Modern Money
While You Were Working – May 3
More on Mnuchin's jobs comments, RIP fiduciary rule, and will the Bank of Germany follow Bank of America's lead?
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Finding the right partner to fund RIA growth
Finding the right partner for your RIA business is an important way to grow
Modern Money
ISDA prepares for digital Common Domain Model testing, feedback
The International Swaps and Derivatives Association is preparing for testing of its digital Common Domain Model, aimed at enhancing automation and efficiency in the industry.
Modern Money
While You Were Working – April 27
Synthetically securing my palm to my forehead, Achtung Deutsche Bank, Mark and Mario to the rescue, and Jeff Bezos steers clear of politics.
Modern Money
While You Were Working – April 26
Labor Department joins the Wells Fargo party, Deutsche Bank cut jobs, De-REITing is a thing, and does Basel III need to slow its roll?
Finance
ISDA panel explores report recommending liquidation horizon changes
A paper from the the International Swaps and Derivatives Association recommends the liquidation horizon for noncleared derivatives be based on position size in relation to an asset's market depth.
Finance
While You Were Working – April 25
Basel Committee's Coen talks market reforms, Mick Mulvaney broke the number one rule of bribery, Tom Brady goes VC route, and Bank of America talks guns.
Modern Money
ISDA unveils Future of Derivatives survey results
ISDA kicks off 33rd Annual General Meeting with release of Future of Derivatives survey results.
Modern Money
While You Were Working – April 24
CME Group on the economics of Bitcoin, traders flock to the close, the evolution of ISDA, PIMCO's inspired real estate choices, and Mo Salah is magisterial.
Modern Money
DTCC shines spotlight on OTC derivatives standards, data collection
DTCC calls for more work from industry to advance OTC derivatives standards, data collection methods.
Modern Money
While You Were Working – April 23
US-Mexico tensions set to spike, Wells Fargo has a leaker, Main Street preps for LIBOR changes, and is better regulation needed for ETFs?
Finance
While You Were Working – April 20
Wells Fargo gets dinged, HSBC gets greener, Jes Staley skates, Arsene Wenger walks, and Avicii is gone.
Modern Money
While You Were Working – April 19
Al Gore laughs last on sustainable investing, banks forget the Warren Rule, regulators diss coco bonds, money and guns, and how to lose a half-billion dollar yacht in a divorce.
Modern Money
While You Were Working – April 18
VIX manipulation speculation re-ignites, cryptocurrencies and the MOS problem, UBS and Credit Suisse lead the way, A cool head in the clouds, and is housing still a wise investment?
Modern Money
While You Were Working – April 17
#MeToo on Wall Street, geopolitical risks abound, Mnuchin does more Trumpsplaining, and how discrimination remains a grey area for a certain distinguished gentleman from Kentucky.
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Using data to create efficiencies in targeted loan marketing
Focusing on customers can help banks optimize their businesses
Modern Money
While You Were Working – April 16
Trumps taps Clarida, Bowman for Fed, Trouble in the tea leaves, BAML flirts with Collins floor, the Blackstone-BlackRock divide, and logo fun at VW
Modern Money
While You Were Working – April 13
The inconvenient truth about JPMorgan Chase, Deutsche Bank still has problems, Big Banks lobby against Big Tech, And what do Wells Fargo customers have in common with gun owners?