Asset Management
News & Commentary
Stop, Rethink & Recalibrate: A View From Asia Pacific
Michael Corcoran, Managing Director, Head of Sales and Trading in Asia PacificCommentary
Technology has made the human element of high- and low-touch trading almost indistinguishable. Brokers can no longer compete on price. Instead, they should build toward user experience and value of outcome.
By Michael Corcoran Managing Director, Head of Sales and Trading in Asia Pacific,
Comment0 comments  |  Read  |  Post a Comment
Dig Deeper for Data: Enriching Wealth Management With New Market Insight
Raltson Roberts, Chief operations officer, SunGard’s global trading business, market data and strategyCommentary
To compete, wealth firms are providing direct electronic access to the content. Exposing the information to their clients is driving an evolution of the traditional advisor value proposition.
By Raltson Roberts Chief operations officer, SunGard’s global trading business, market data and strategy,
Comment4 comments  |  Read  |  Post a Comment
M&A Activity Will Continue to Grow in 2015
Matthew Porzio, VP of Strategy, IntralinksCommentary
Data shows that the M&A market continues to improve, and forecasts indicate deal making will be healthy in 2015.
By Matthew Porzio VP of Strategy, Intralinks,
Comment5 comments  |  Read  |  Post a Comment
Nvestly Launches Social Investment Platform for the Average Person
Ivy Schmerken, Editor at LargeNews
The real-time platform is geared to Millennials who can use its social media features to share and compare returns with friends and other investors.
By Ivy Schmerken Editor at Large,
Comment2 comments  |  Read  |  Post a Comment
A Digital Revolution of Wealth Management
Becca Lipman, Senior EditorNews
Digital advisory solutions are helping advisers with back-end efficiencies and client-facing platforms so they can focus on their core business.
By Becca Lipman Senior Editor,
Comment0 comments  |  Read  |  Post a Comment
Fidelity Labs Takes Innovation to the Next Level
Ivy Schmerken, Editor at LargeNews
Fidelity Labs is running a pilot on LinkedIn that lets financial advisers interact with their book of customers. That's just one example of how the tech incubator is seeding ideas and developing future products for its parent company.
By Ivy Schmerken Editor at Large,
Comment7 comments  |  Read  |  Post a Comment
100 Years: Charles Dow to Quants to Predictive Analytics for Everyone
Dave Allen, VP, EidoSearchCommentary
High-frequency trading and quantitative financial analysis left most investors in the dust. Today modern advanced data analytics tools are giving all investors access to unique information.
By Dave Allen VP, EidoSearch,
Comment0 comments  |  Read  |  Post a Comment
The Emergence of Virtual Financial Planners
Adam Honoré, CEO at MarketsTech, LLCCommentary
If Finovate Fall 2014 is a guide, targeted financial planning tools are now popping up for every demographic -- from kids earning an allowance to seniors looking to monitor for fraud.
By Adam Honoré CEO at MarketsTech, LLC,
Comment7 comments  |  Read  |  Post a Comment
Interactive Data Launches Continuous Fixed Income Pricing Service
Becca Lipman, Senior EditorCommentary
Independent intra-day FI pricing is helping to shine light on the opaque fixed income market.
By Becca Lipman Senior Editor,
Comment3 comments  |  Read  |  Post a Comment
Using Artificial Intelligence to Uncover Non-Public Company Data
Greg MacSweeney, Editorial DirectorNews
Startup DataFox aims to use artificial intelligence, natural language processing, and big data to provide data on 100,000 private technology companies to financial analysts.
By Greg MacSweeney Editorial Director,
Comment0 comments  |  Read  |  Post a Comment
Three Engagement Strategies That Pay It Forward in Finance
Rajat Paharia, Founder & Chief Product Officer, BunchballCommentary
When you can leverage status, education, and big data to engage your customers, interactions not only become more frequent, but also more productive.
By Rajat Paharia Founder & Chief Product Officer, Bunchball,
Comment3 comments  |  Read  |  Post a Comment
Eyeing the Full Wallet, Markit Integrates Commission Manager With Broker Vote
Ivy Schmerken, Editor at LargeNews
Buy-side firms want access to their full commission wallet so they can leverage the data in their broker vote software and factor in research related events, according to Markit.
By Ivy Schmerken Editor at Large,
Comment0 comments  |  Read  |  Post a Comment
In Like a Bull, Out Like a Bear
Michael J. Levas, Founder – Senior Managing Principal & Chief Investment Officer, Olympian Group of Investment Management CompaniesCommentary
August is shaping up to be a difficult month in the markets, with bulls and bears each looking for a market direction.
By Michael J. Levas Founder – Senior Managing Principal & Chief Investment Officer, Olympian Group of Investment Management Companies,
Comment2 comments  |  Read  |  Post a Comment
Research & the Role of Big Data
Becca Lipman, Senior EditorCommentary
How have technology and big data shaped the future of the independent research and agency broker partnerships?
By Becca Lipman Senior Editor,
Comment7 comments  |  Read  |  Post a Comment
Data Analysis Startup Thinknum Raises $1M in Seed Round
Ivy Schmerken, Editor at LargeNews
The financial analysis platform is planning to launch a private platform for hedge funds seeking to keep their models private.
By Ivy Schmerken Editor at Large,
Comment8 comments  |  Read  |  Post a Comment
Markets Looking Forward to Earnings
Michael J. Levas, Founder – Senior Managing Principal & Chief Investment Officer, Olympian Group of Investment Management CompaniesCommentary
Geopolitical risks are increasing as the markets chug through the summer months, and investors are watching their risk profiles very closely.
By Michael J. Levas Founder – Senior Managing Principal & Chief Investment Officer, Olympian Group of Investment Management Companies,
Comment1 Comment  |  Read  |  Post a Comment
Why Is the Investor's Personal Rate of Return Missing on Financial Statements?
Ivy Schmerken, Editor at LargeNews
Only 25% of statements across the annuity, mutual fund, and brokerage sectors include a "personal rate of return," Dalbar's annual survey says.
By Ivy Schmerken Editor at Large,
Comment8 comments  |  Read  |  Post a Comment
TradeKing Enters the Online Advisory Market
Ivy Schmerken, Editor at LargeNews
As robo-advisers target independent investors with automated tools, TradeKing teamed with Morningstar's Ibbotson Associates to deliver professionally managed portfolios with low fees.
By Ivy Schmerken Editor at Large,
Comment0 comments  |  Read  |  Post a Comment
Automating the Institutional Investing RFP
Kent Costello, Co-Founder, InHubCommentary
The slow and mostly manual RFP process in the institutional space adds costs and is inefficient. There has to be a better way.
By Kent Costello Co-Founder, InHub,
Comment12 comments  |  Read  |  Post a Comment
The Rise of the Retail Trader – a New Era
Dan Cook, Director of Business Development, NadexCommentary
Retail traders are coming back, but their sights are set on more transparent and low risk instruments, which is adding momentum and service demands to previously quiet markets.
By Dan Cook Director of Business Development, Nadex,
Comment6 comments  |  Read  |  Post a Comment
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Wall Street & Technology - Elite 8, October 2014
The in-depth profiles of this year's Elite 8 honorees focus on leadership, talent recruitment, big data, analytics, mobile, and more.
Top Quotes of the Week
Top Quotes of the Week
It wasn't all bad luck for the capital markets this week: Hedge funds had a decent first quarter despite a slowdown in jobs numbers, BlackRock might be heading into new territory as hedge fund managers take a hard look at their counterparties, and the head of the IMF didn't pull any punches when assessing today's global economy. At least we can admire the nice weather and some of the best quotes of the week.