Articles & Video
Informa Connect to launch Wealth Management EDGE
EDGE, a new series of purpose-built events for advisors and industry leaders, will re-define the conference experience and accelerate the growth of the wealth management community.
Technology, flexibility, and ESG: What does the future hold for asset managers?
Featuring Michel Finzi, Global Head of Product Delivery and Training, Enfusion and Tony Cristiano, Chief Technology Officer, JANA Partners LLC
Embracing change: The evolving landscape for global securities
Northern Trust’s Justin Chapman, Global Executive, Securities Services and Global Head of Market Advocacy and Innovation Research and Howard Rapley, Global Product Lead, Securities Services, answer some pressing questions around how the securities industry may look in 2030, the changing roles of traditional participants and the potential benefits for investors.
Adapting to trend changes in financial services
Robert L. Schein is part of the Inside Wealth/Stack Advisory Board and reviews how the industry is adapting to the new trends of the times.
Whitepaper: Access to the Swiss market for foreign funds
The Swiss regulatory system for the offer of foreign funds is changing and opens up exciting new opportunities for asset managers. Download our latest whitepaper for the tips and tricks to charting you way through new regulation.
The Swiss market: The challenge of staying compliant
Featuring Rochus Appert, Head of Sales for Central Europe Intermediaries, BMO
How ESG investing can go beyond the 3-letter acronym
ESG is a top trend that wealth and investment managers are keeping an keen eye on, and it has been in the making for some time.
ESG standards: From mainstream to mandatory
Marye Cherry, EU Regulatory Counsel with Compliance Solutions Strategies, considers the impact of the developing body of ESG regulation.
Leaders in private markets – taking private markets to the retail market
Upcoming IM|Power Leaders webinar, Tuesday, July 13, 2021, 2:10 pm BST
ESG regulations: How are they developing across the globe?
Featuring Ronan Brennan, Chief Product Officer, Compliance Solutions Strategies (CSS), and Marye Cherry, EU Regulatory Counsel and Chief Sustainability Officer, Compliance Solutions Strategies (CSS)
Do you know the recipe for listed impact investing?
Many in the asset management industry have dabbled in listed impact investing without really finding the right formula. Now, Coline Pavot, La Financière de l’Echiquier, is ready to share.
Inside ETFs Advisory Board interview: The trends that will stick
Inside ETFs speak to Jill Mavro, Managing Director, CapW Global LLC, about her thoughts on the current trends in the ETF space, and which will stick around long enough to be taken seriously.
Moving the needle on alternatives digitization
As asset owners have increased their allocations to alternative assets, many have been challenged in aggregating an accurate picture of their portfolios. New technology solutions can change that experience
GlobalTrading podcast: 'Tech debt' on the buy side
Expensive and ever-expanding technology budgets do not always translate into strong, innovative investments, so where is the money going?
What advisors must do before hiring their next service associate
Consider the following questions before making your next service hire...
Tech debt: The vicious cycle of legacy tech in asset management
There’s a “tech debt” crisis in the asset management industry.
Embedded finance: The next big disruption
Dani Fava, Head of Strategic Development at Envestnet, explores why she believes embedded finance is about to shake up the wealth and investment management industry.
IM|Power Leaders: Building a people-business fit for the future & the importance of culture, talent and diversity
Without a doubt, culture and talent has risen up the leadership agenda as businesses emerge from the Covid crisis.
Preparing Now for the UCITS KIID to PRIIPs KID Transition
UCITS KIID to PRIIPs KID – staying ahead of regulatory change.