Data management

Robotics

BNY Mellon is all-in on digital

Some banks are setting up their own parallel digital banks, while others form innovation labs. Roman Regelman says BNY Mellon is transforming the entire institution.

By Penny Crosman

June 24
Commentary Seeding a Mutual Fund with Separately Managed Accounts

Investment advisers who manage client assets in separately managed accounts (SMAs) may encounter challenges scaling their products or executing certain strategies within an SMA.

Partner Insights from Apex Fund Services
Commentary The Benefits of Converting to a Series Trust

For more than 20 years, series trusts have been popular organizational structures for launching a new mutual fund. Today, hundreds of funds throughout the mutual fund industry with assets measured in the hundreds of billions utilize a series trust structure.

Partner Insights from UMB Fund Services
Commentary Rethinking Fund Lineups

Remember the DOL Fiduciary Rule? The Fiduciary Rule, which outlined the fiduciary responsibilities of financial professionals to retirement account holders, was initially supposed to be phased in starting in 2017.

Partner Insights from Northern Trust
Commentary DAAS to the Rescue

Lack of data integration can prevent asset managers from maintaining adequate control of their company data, increasing the likelihood of less than optimal results. Enter data-as-a-service providers, with the tools and know-how to address data silos and other informational inefficiencies.

Partner Insights from BNP Paribas
Fintech

Working with RIAs can be tricky. Fintech can help

Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?

By Jessica Mathews

January 25
Venture capital

Fintech funding reaches new high

Efforts to build better connections to bank customer data, trade digital currency and explore artificial intelligence for security and compliance purposes were some of the biggest draws of fundraising for U.S. startups.

By Will Hernandez

January 9
Artificial intelligence

Alexa wealth management is developing faster than you think

Artificial intelligence is among three themes rapidly shaping development of advisor technology, said firms gathered at the T3 Enterprise conference.

By Suleman Din

October 23
Commentary Leading for the Future

The future is here. It showed up when we weren’t paying close attention — we were busy looking at our social media accounts and sharing pictures of our friends, families, and dinner plates.

Partner Insights from Northern Trust
Wealth Think Successful RIAs are already profiting from AI tools

Early adopters of machine learning technology are more likely to expect business increases this year.

August 1

Craig Hawley

Nationwide