financial industry innovation
[It is important to recognize that there is a triumvirate of emerging technologies at play in financial services – AI, data management, and the cloud.
The recent Ultimus 2026 Client Summit provided an informative industry event designed to offer an insightful update on the state of the asset management Industry for both registered and private asset managers and RIA clients.
[Organic growth in wealth management has been fundamentally broken.
[Professional investors are awash in Exchange-Traded Funds, with over 5,000 U.S. listed ETFs and more than 14,000 listed globally.
[A novel way to think about portfolio risk is providing a provocative challenge to conventional portfolio management wisdom.
[Asset managers and wealth management firms have a lot of data, but much of it is inconsistent, unstructured, or duplicated.
[Asset and wealth managers are operating in one of the most demanding environments the financial industry has faced in decades.
[Digital Vaults combined with AI and private Large Language Models (LLMs) create an increasingly important category of data management —
[The SP500 index is up 90% since October 2022 - a solid 3-year bull market without any major lasting correction and change of market regime.
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