[The creation rate of ETFs has demonstrated great industry and investor interest signaling rapidly expanding growth and innovation. The U.S. has led this accelerating charge with 746 new ETFs launches in 2024 and 481 launches in the first half of 2025. Fueling this growing movement has been new ETF participation from active investment managers, alternatives […]

[AI applications have been embedded across all areas of the financial services industry, including investment research. The need is clearly there as the investment markets offer a large quantity of data, research, and tools producing information whose actual value in risk management and generating alpha can be unclear, unproven, and difficult to test and validate. AI […]

[Asset Management distribution teams have long been promised that AI and intelligence platforms would make their jobs easier. Yet, in practice, many wholesalers and their internal sales support reps underutilize these tools. In speaking with distribution teams, one theme emerges again and again: a lack of trust. Many sales professionals remain skeptical of the technology […]

 [Investment management can be said to share an operating environment that the U.S. military has characterized as VUCA – volatility, uncertainty, complexity, ambiguity – which acknowledges the difficulties in analyzing, responding to, planning for situations, and making hard decisions. There are no simple, straight-forward answers. Many dimensions of risk and opportunity have to be calibrated […]

[The rapidly accelerating rate of technological development has serious business consequences. The explosion of new tech options and applications are manifesting themselves as a dizzying array of complex decisions affecting firm strategy, client engagement, competitive positioning, and future growth. This speed of innovation is creating an atmosphere at many firms of confusion leading to inaction. […]

[While the history of single family offices take us from the major domus of ancient Rome, to the major-domo of great households in the Middle Ages, to the “superintendent” of rich families from the 14th to 18th centuries, it was not until 1838 that the House of Morgan ushered in the formation of one of the first […]

[With over two decades of underperformance to their larger brethren, small-cap and micro-cap stocks are due for a deep dive review and reappraisal. This divergent performance has created significant relative valuation benefits and has opened up some compelling investment bargains in the small-cap stock universe. This may be a good time to rethink your overall […]

[The rate of speed of financial technology development and its deepening applications continues to accelerate through a unique alchemy of tech firms now constantly integrating other or even newer tech to further enhance their value. Digital Vaults, for instance, originally provided automation, efficiency, security, and digital client experience capabilities but with the recent integration of Artificial […]

[The accelerating rate of AdvisorTech innovation is truly breathtaking. No sooner than a new tech tool appears, it starts an inexorable climb of new enhancements and iterations (2.0, 3.0, 4.0…) with creative technologists developing an ever-increasing and widening array of capabilities and applications. Nowhere is this more apparent than in the critical areas of data […]