With a rapidly changing operating environment, accelerating investment product evolution, distribution re-engineering, and technological transformation happening across the asset management industry, the Ultimus 2024 Registered Funds Client Summit
[Donor-advised funds (DAFs), first created in the 1930s, have long been a cornerstone of philanthropic giving. However, they have undergone a remarkable evolution in recent years, driven by digital innovation and increasing donor interest.
[An active equity investment strategy can deliver superior returns but outperforming their benchmarks on a consistent basis is not easy as proven by the year-end
[With the financial services industry rapidly implementing Artificial Intelligence (AI) technology, it has arrived at the key question of how firms can ensure they are maximizing AI’s value and return on investment (ROI)?
[Institute Founding member Robert Scharar was asked to speak at Rice University’s Innovation for Day One Conference which explored solutions through advanced treatments and techn
[Navigating the equity markets’ confusing environment of increasing Volatility, Uncertainty, Complexity, and Ambiguity is immensely challenging for investment managers.
[Business model innovation is one of the most dynamic strategies available for forward-looking business leaders by providing expanded ways to explore business opportunities, deliberately redesign your firm for competitive positioning
[In this guest article, Carroll Golden and Dan Mangus offer a fresh perspective on Medicare and a caregiving system that increasingly relies on unpaid, multigenerational support.
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