[To understand how modern financial data technology and advanced research are responding to the evolving challenges of portfolio management — and what they mean for the relationship between adviser and client — we spoke with Joseph Wic
[“InvestTech” has been an emerging, informal sub-category within FinTech, used to describe technology applied to the investment management process — research, portfolio construction, trading, risk, and analytics.
[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.
[The global energy markets are under increasing strain due to the heightened risks from geopolitical actions, supply disruptions, and price volatility.