[Wealth management firms have been sitting on valuable client data for decades because there has not been an efficient way to bring it together and strategically put it to use to guide firm actions and better serve clients.
Financial services firms have become increasingly attractive targets for cybercriminals with data breaches, ransomware, and other cyber-enabled fraud costing the industry billions of dollars.
[A rare but distinctive business structure crafted by certain investment management firms warrants further exploration - the “vertically integrated” business model.
[In the asset management world, legacy technology may get the job done but it is likely to be clunky, inefficient, creates more work, and unnecessarily puts a drain on business productivity in today’s world of fast-moving markets and modern te
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
[Looking across the industry, there is a growing movement of advisors wanting to differentiate themselves by employing a more holistic, private wealth, or family office business structure that deeply embeds their services into the client's fin
[The key to business success - especially in a hyper-competitive operating environment driven by accelerating rates of change like ours - relies on strategies that are built firmly around and stay very close to your clients.
[The financial distribution “supply chain” between asset managers and their financial advisor and wealth management firm clients has been fraught with wasted resources, engagement friction, and many inefficiencies.
[New research on the “Fundamentals of the RIA Market” - recently conducted by WealthTech firm Docupace - goes into detail on key market demographics, segments, and business functions in the marketplace.
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