Innovation Blog

Investing With Conviction: How MSCI’s Christian Values Screening Supports Faith-Aligned Portfolios

[As personalization continues to transform wealth management, advisors are being asked to accommodate not just an investor’s financial objectives but also their deeply held values, beliefs, and personal identity.

The New Middle Office: AI Agents as the Next Operational Layer

[AI agents are coming to financial firms to revitalize and modernize their middle office operations.

High-Conviction SMAs: Solving Active Management and After-Tax Challenges

[Among the fastest-growing product vehicles in the industry, separately managed accounts, per the FUSE Research Networ

How AI Will Fill the Advisor Retirement Gap

[With 100,000 financial advisors retiring amidst the $84 trillion Great Wealth Transfer and rising personalized client services expectations, this guest article from Leslie Norman, Chief Technology Officer (C

Expanding Personalized Global Investment Access through ADR Indexes

[Home office investment teams at wealth management firms are under increasing pressure to deliver personalized client portfolios that include meaningful international exposure.

The FinTech Accelerator Journey

This article is an exploratory study of the structure, workings, and benefits provided by FinTech Accelerators, as shared by startup entrepreneurs who have undergone the process.

Navigating Two Major Financial Marketing Shifts

[ The rapidly evolving state of everything in the financial services industry continues in the financial marketing arena - from regulatory synchronization expanding the use of advisor testimonials to the re-evaluation of digital marketing to t

Investment Strategies for Gold at an All-time High

[With the price of Gold having reached unprecedented heights, this is leaving many investors wondering if it is too late to participate or how to best navigate the precious metals market.