[With Exchange-Traded Fund (ETF) launches and innovation continuing at a rapid pace, communication, understanding, and insight are paramount to successfully creating and utilizing these cutting-edge products. There is a great industry need to share perspectives on identifying market and product trends, decoding regulatory updates, and exploring emerging and innovative portfolio strategies. The recent Fall 2025 ETP […]

[Wealth management firms have been sitting on valuable client data for decades because there has not been an efficient way to bring it together and strategically put it to use to guide firm actions and better serve clients. Now with Agentic AI technology, financial firms can turn their inherent business knowledge – meeting notes, CRM […]

[The real estate securities marketplace is a vast, multifaceted, and globally interconnected market. It spans public and private investments, debt and equity instruments, and everything from real estate-focused Mutual Funds and ETFs to listed securities of companies that comprise the gamut of residential, commercial, and other operating companies. The securitization of real estate into liquid […]

Financial services firms have become increasingly attractive targets for cybercriminals with data breaches, ransomware, and other cyber-enabled fraud costing the industry billions of dollars. Protecting your firm and client data is not just an IT problem but also a business continuity, regulatory, and reputational risk. A full awareness of the nature and extent of cybersecurity […]

[According to a 2025 Wyzowl survey of a large cross-section of marketing professionals, video as a marketing tool is used by 89% of businesses and is considered integral to the marketing strategy of 95% of those marketers – an all-time high. Data reinforces that explainer videos comfortably top the charts as the most popular video type created, […]

[As personalization continues to transform wealth management, advisors are being asked to accommodate not just an investor’s financial objectives but also their deeply held values, beliefs, and personal identity. Among these, faith-based considerations – particularly within the rapidly expanding universe of Biblically Responsible Investing (BRI) – are becoming increasingly important. Many investors within Christian communities […]

[AI agents are coming to financial firms to revitalize and modernize their middle office operations. For many firms, the middle office has become the single greatest drag on scale — and AI agents directly target this structural constraint. Weighed down by disconnected legacy systems, error-prone manual processes, and large personnel headcounts, middle office operations have long […]

[Among the fastest-growing product vehicles in the industry, separately managed accounts, per the FUSE Research Network, are projected to top $5.1 trillion in assets in 2026, reflecting a 15.4% CAGR over 2025 and 2026. With the ten largest SMA managers by assets representing 65% of the market, innovation will come from smaller, nimbler SMA players, that […]

[With 100,000 financial advisors retiring amidst the $84 trillion Great Wealth Transfer and rising personalized client services expectations, this guest article from Leslie Norman, Chief Technology Officer (CTO) at Dynasty Financial Partners, explores the evolving role of AI technology in wealth management firms that can bridge this advisor gap. From her unique perspective as CTO of one […]