As wealth advisory becomes more connected, intelligent and autonomous, additional risks arise. With an exponential growth in the volume of data being shared and analyzed to get the most personalized investment advice, clients could increasingly become visible targets for individualized cybercrime. But not all is doom and gloom and the good news is—cybersecurity is improving.…

If you’ve been following my blog, you’ve noticed that I have a passion for the topic of DevOps (you can read my previous posts here and here). Today I wanted to share how achieving the benefits of continuous delivery, or DevOps, goes beyond just changing processes and implementing new tools. It involves changing mindsets and…

I recently presented on exchange-traded funds’ impact on wealth management at the ETF Summit in Toronto, and thought I’d share with you some of the key points we discussed. Exchange-traded funds (ETFs) have been in a state of flowmageddon for several years now, with an annualized growth rate of roughly 20 percent. Globally, a whopping…

Think of cloud as a cost savings move only? Think again. While it can often lower expenses due to its scalability, flexibility and the generally simpler integration of new technologies, it is so much more than “just” a cost reduction tool. According to the DTCC, the “capabilities, resiliency and security” offered by cloud computing have…

The changing expectations of modern investors and the industry pressures to grow revenue and improve efficiencies have made it harder for wealth management firms to keep up with client demands. Clients are shopping around more—and 64 percent of the time they do this to seek a better digital experience.[1] Wealth firms need to truly understand…

Today’s asset manager relies on accurate and timely data to make investment decisions, evaluate risk, calculate performance and inform clients. A popular solution for asset managers who need to organize and pull data is an Investment Book of Record (IBOR). Over the past several years, IBOR has not only become a favorite buzzword of middle-…