Practical analysis for investment professionals

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Outlook for the US Wealth Management Industry: The Predictive Analytics Era

What will 2016 look like for the US wealth management sector? We asked April Rudin, founder and president of The Rudin Group, to share her predictions and analysis.

Weekend Reads for Global Investors: What’s in Your Financial Future, Banks or Fintech?

One of the main takeaways from a career panel we cohosted with several CFA societies this spring was "do not work for a bank." Judging from the recent announcements out of some of the largest European banks, the warning seems eerily accurate and timely.

If It Is on the Internet, It Can Be Analyzed

Last year I reported on an interesting firm, Thinknum, and its innovative new business model. The company makes sophisticated financial models available to everyone on an open, distributed computing platform. It is one of a handful of firms at the cutting edge, and I felt it was time for a check in with Thinknum’s co-founders, Justin Zhen and Gregory Ugwi.

Details You May Have Missed at Social Investing: Digital Wall Street

A panel of financial social media influencers and startup founders discussed the current state of social investing, as part of New York Social Media Week. Here are some highlights from the event.



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