The Latest

  • The S&P index of 18 asset management firms and custody banks is down nearly 11% this year, compared with a gain of more than 8% for the broad S&P 500.

    September 14
    Some banks’ research is so sophisticated it may win clients away from independent firms.
  • Barry Zane is vice president of engineering at Cambridge Semantics. He brings substantial development experience and industry expertise in building large-scale products for data analysis.

    Prior to Cambridge Semantics, Zane was co-founder and CEO of SPARQL City where he served as vice president of technology, whose high performance scalable graph database technology has been acquired by Cambridge Semantics and integrated within its Smart Data Lake and other offerings.

    Previously, Zane was co-founder and CTO of Paraccel, a high performance scalable relational database system which provides the basis for Amazon Redshift. Paraccel was acquired by Actian Corporation as the Matrix product line. He was a co-founder and vice president of technology and architecture at Netezza, which after a successful IPO, was acquired by IBM. Before Netezza, Barry was CTO of Applix, Inc. Applix was also later acquired by IBM.

    Barry began his career at Prime Computer, as a hardware engineer and ultimately various roles in software development and management. He holds a degree in Electrical Engineering from Carnegie Mellon University.

    September 14
  • John Prisco is the chief executive officer and president of Quantum Xchange, provider of the first Quantum Key Distribution (QKD) dark fiber network in the U.S. His 30-year career and depth of experience in telecommunications, cybersecurity and quantum physics have led John to a pivotal moment in the emerging era of quantum computing and the future of encryption. Follow the company’s journey at quantumxc.com.

    September 14
  • Anne Vandermey is a venture capital editor at Bloomberg News.

    September 14
  • Sam Meenasian is the operations director of USA Business Insurance and BISU Insurance and an expert in commercial lines insurance products. With more than 10 years of experience and knowledge in the commercial insurance industry, he shares his insights to educate the business community.

    September 13
    Sam Meenasian of USA Business Insurance and BISU Insurance
  • Clients approaching or already in retirement should be a risk manager who focuses on risk tolerance.

    September 13
    The ISE SINdex Index, a gauge of “vice” shares including casinos, distillers and cigarette makers, has risen about 21% so far this year.
  • Regulators in Massachusetts launched a “sweep” of more than 60 firms that sold nearly $1.3 billion in limited partnerships sponsored by GPB Capital.

    September 13
    Private Placement sales
  • Women have long been under-represented among the brokerage ranks, says Elizabeth McCourt. She offers her insights as we continue the dialogue from our Recruiters Roundtable.

    September 13
    Financial Planning podcast logo
  • New features include health care planning tools and cash reserve buckets.

    September 13
    Buckets fifth generation MoneyGuidePro screenshot - Sep 13,2018
  • Advisors may need to shed the AUM model of the past, says the TD Ameritrade Insitutional president. Also: The biggest threat to RIAs and the outlook for job-hunting advisors.

    September 13
    Thumbnail for Video: Best fee structure for RIAs?: Lightning Round with Tom Nally