Posts Tagged: Portfolio Analysis

It’s been a whirlwind three days in The Windy City. Between demos, breakout sessions and keynotes, we’ve had some great conversations with advisors and fund managers about how technology is helping them do their jobs. The answer to that question: many RIAs just aren’t sure. Financial advisors and fund managers have so much intelligence behind Read more…

The importance of 3rd Party Pricing Examined The debate between referencing broker pricing or independent pricing has been raging among asset managers in recent years. Broker pricing is often arrived at through the averaging of assets, which can cause a biased valuation. On the other hand, pricing technologies haven’t kept up with the pace of innovation Read more…

System working well: Send more money. Or so goes the “successful” roulette player’s apocryphal telegram home.Securities Industry News logo

Today, you might be forgiven for assuming this was a message from an investment manager pleading for more money from its clients. The market meltdown that began three years ago certainly caught most investors and market professionals by surprise Read more…