[It is important to recognize that there is a triumvirate of emerging technologies at play in financial services – AI, data management, and the cloud. Developing strategic firm applications with these forces requires purposeful design and careful integration to reach desired goals. Cloud services platforms, for instance, can do far more than just support infrastructure. […]
[The birth of a new ETF is an incredibly exciting time for asset managers but also a treacherous endeavor if strategic planning around the launch is not fully thought-out, developed, and implemented. For many managers, enthusiasm can lead to an optimistic “if we build it, they will come” mindset; a focus on the actual launch […]
[To continue our coverage on the Organic Growth Crisis in Wealth Management, we spoke with Jeremi Karnell, Chief Product Officer of VastAdvisor – an AI-powered organic growth platform designed specifically for RIAs and wealth enterprises. We are happy to publish his guest article, which explores and uncovers the underlying reasons and structural problems with traditional industry growth models and the […]
[The global energy markets are under increasing strain due to the heightened risks from geopolitical actions, supply disruptions, and price volatility. Beyond this current reality, investing in the global energy markets offers great long-term growth potential for an investment portfolio. Capturing this opportunity, though, requires a deeper knowledge of the particular dynamics and complex drivers […]
[In the wake of the explosive rise of prediction markets and the nearly $2 billion spent annually on U.S. sports betting advertising, the debate over the difference between gambling and investing has returned with force. At the center of that debate is a provocative argument: much of modern investing, especially in individual stocks, has always […]
[It can be argued that professional investors need and deserve better market intelligence. The statistics from the recent SPIVA scorecard demonstrates that the vast majority of mutual funds globally (U.S., Canada, Mexico, Brazil, Chile, Europe, MENA, S. Africa, Japan, and Australia) underperformed their country’s relevant S&P benchmarks over 1, 3, 5, and 7 years – with one […]
The recent Ultimus 2026 Client Summit provided an informative industry event designed to offer an insightful update on the state of the asset management Industry for both registered and private asset managers and RIA clients. The Summit’s carefully crafted agenda addressed major industry issues and challenges by inviting financial industry experts to share insights and […]
[Organic growth in wealth management has been fundamentally broken. For decades, the industry has built increasingly sophisticated systems to manage, optimize, and scale assets under management — yet comparatively little infrastructure has been built around the systematic acquisition of new client relationships. Documented by a wide cross-section of credible industry research and surveys, the result […]
[A number of investment strategies were born specifically from a desire to solve personal, real-world problems or unmet investor needs. The Crawford Managed Income Strategy is a great example of an investment solution that was engineered for investors that were having a hard time generating income from traditional balanced stock/bond portfolios. To better explore this […]