Practical analysis for investment professionals

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Three Tools to Improve the Fund Manager–Client Relationship

Technology, properly applied, can help initiate and improve your relationships with clients.

She’s the Boss of Her Money: Four Trends in Women’s Online Investing

Four fintech innovations are providing forums for women to get started as investors.

Applying AI and Big Data in Investing: Four FAQs

The AI Pioneers in Investment Management report has inspired some compelling questions — and answers.

2020 US Wealth Management Outlook: Personalized Financial Advice

The wealth management industry needs to see itself as a holistic provider of advice and money management for everyone.

Responsible Innovation: How Can European Asset Managers Lead?

How can firms and practitioners adapt to the challenges confronting the investment industry? Responsible innovation may hold part of the answer.

What Can AI and Big Data Do for Finance?

Larry Cao, CFA, shares the major revelations from his AI Pioneers in Investment Management report.

AI, What Have You Done for Us Lately?

Just how well have artificial intelligence (AI)-focused companies and AI-managed exchange-traded funds (ETFs) performed?

Return on Inertia (ROI): The Price of Standing Still

Wealth managers should give as much weight to return on inertia as they do return on investment, says April J. Rudin.

Rise of the Machines: Investment Jobs Now Redundant?

Will computers completely replace humans in financial management?



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