Opinion

Data Governance: Asset Management’s X Factor

The path to robust governance remains an ongoing journey, though there is growing recognition that

Peter Travers 8 March, 2017

Data Governance: Asset Management’s X Factor

The path to robust governance remains an ongoing journey, though there is growing recognition that organizations can’t put this initiative off any longer

Peter Travers 8 March, 2017

Comment: How to achieve security and mobility in a risk-prone sector

Few sectors lie at the intersection of needing both security and mobility as squarely as the financial services industry. Jay Chitnis, Enterprise Solutions, Synchronoss Enterprise

Jay Chitnis 28 February, 2017

Roundtable Q&A: How to help clients navigate an uncertain regulatory environment

Symmetry Partners talks about the different client-facing functions and services that may be affected by the DOL Rule and how operational processes can be best

Danielle Kane 27 February, 2017

Comment: SEC 2017 Exam Priorities: Key Takeaways

Amid the extensive list of exam priorities for this year, there are several highlights that will require attention from operations personnel

Jay Baris 8 February, 2017

Comment: What’s next for commission-based mutual funds?

Long term strategic shifts in fees arrived with the “Clean Share” classes

Whitfield Athey 8 February, 2017

Manager Spotlight: John Hancock

Adopting an adaptive risk model is a top priority for the firm as its operational executives seek to identify problems before they occur

Danielle Kane 3 February, 2017

Comment: How will small- and mid-sized managers survive pending regulation changes?

The investment required to comply with the new SEC Modernization and DOL Fiduciary Rules, Form ADV Part 1 Amendments, and to maintain a robust cyber-security

Kirk Littleton 6 January, 2017

Comment: Trade OMS Crossroad: Which way to turn?

An exec from IMP Consulting outlines three questions firms can ask to determine if ASP, SaaS or a self-hosted solution is right for them

Ashutosh Sharma 3 January, 2017

Experts Forum: Ops execs’ forecasts for 2017

We asked operational experts what technology they plan to focus on next year, why and how to prepare

Danielle Kane 23 December, 2016



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