[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.
[Digital transformation discussions usually focus on the ROI of saving time, money, and effort, but the true strategic benefits are not just about these savings.
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