Practical analysis for investment professionals

technology


COVID-19 Correlations: Local Cases, Local Returns?

Do local COVID-19 case counts have any correlation with local stock returns?

Women’s Wealth and Technology: Three Themes for the Future

How will technology influence women's wealth in the years ahead?

How Technology Enhances Investor Trust

Trust, in some form, is at the center of all financial transactions, and technology can enable and enhance that trust.

Book Review: Nothing but Net

This book provides 10 invaluable lessons that investors can use to pick tech stocks in years to come.

Three Ways to Drive Compliance Software Adoption at Finance Firms

How can compliance teams earn employee buy-in, encourage software adoption, and lower their firm’s risk?

Viewing Technology Stocks through a Gender Lens

How are the FANGMAN and other tech stocks performing from a gender lens perspective?

Is Technology a New Asset Class?

Investors may need to pay more attention to tech than all other sectors combined.

2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers

The pandemic has made meetings more personal, technology more integral, and advice more holistic.

Living in a Digital World: Three Ways to Connect with Clients

Client relationships are the foundation of financial advising. So how can advisers connect digitally?

Book Review: Finance-Led Capitalism

Drawing on his extensive economics expertise, Robert Guttmann dives deeply into the topic of innovation as it relates to economic growth. The book is impressive in scope and groundbreaking in addressing both the positive and negative effects of financial innovation on society. The author discusses the global financial crisis as well as other historical financial crises to explore the ways innovation has enriched and endangered society.



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