[The recent T3 WealthTech Conference in New Orleans, organized by Joel Bruckenstein, was an important event bringing together and creating a financial industry ecosystem of fintech leaders, advisors, social media gurus, and industry executives. While there has been very good reporting on the speakers and key themes discussed, we asked Institute Founding member Kristian Borghesan, CMO of FutureVault  […]

[Asset and wealth managers are operating in one of the most demanding environments the financial industry has faced in decades. Margin pressure, scale imperatives, fee compression, AI-driven disruption, talent shifts, and rising client expectations are all converging at the same time.  Yet despite increasing complexity, distribution/sales teams are still often supported by fragmented training programs, disconnected tools, […]

[The recent merger and reorganization of two microcap funds provide an interesting window into the mechanics of a unique portfolio management process and a deeper understanding of the microcap market. While the two funds seem like a natural fit based on a decades-long history of both managers employing a similar value-based approach to investing in […]

[“Investing in the future” is the holy grail of growth investing for some investment managers. By accurately researching the broader economic and social trends driving the innovations and disruptions that will change the future, they can then focus on identifying which companies win or lose as a result. To find these differentiated growth investment managers, […]

[Cryptocurrency’s downward spiral in the fourth quarter of 2025 reinforced a visceral understanding of the asset’s volatility and the difficulty of determining the rationale for the continued sell-off. Articles during this period were prevalent with head-scratching and grappling with the market dynamics behind the price collapse. All the while, retail and professional investors were being burned in […]

[Digital Vaults combined with AI and private Large Language Models (LLMs) create an increasingly important category of data management — Intelligent Document Processing (IDP) — where static documents are transformed into dynamic enterprise assets. Firms can now extract, structure, and contextualize critical data from documents, at scale and automatically, into an intelligent system that delivers real-time insights, automated […]

[The capital structures of companies in the high-yield universe have expanded greatly from traditional high-yield bonds to an array of alternative financing solutions that include bank loans and private credit. Regardless of the growth of these various credit instruments, it remains a cyclical asset class with spreads widening/tightening based on market fundamentals and idiosyncratic issues […]

[An active search for alternatives to traditional fixed-income investments for income and diversification hedging was triggered by the poor performance of 60/40 portfolios in 2022. This challenge has been instrumental in changing perceptions and use cases for different financial instruments – particularly options – as a valuable tool for shaping portfolio risk and return profiles. […]

[The SP500 index is up 90% since October 2022 – a solid 3-year bull market without any major lasting correction and change of market regime. Investing in indices and passive products proved to be rewarding, but the obvious question now is – can this continue in 2026? We reached out to Rocco Pellegrinelli, CEO of Trendrating, a […]