financial industry innovation

Behind the Movement Towards Direct Indexing

[At least twelve major acquisitions by leading financial services firms have loudly signaled a major shift to and expansion of the direct i

ETF Distribution at the Intersection of Tradition and Innovation

[The $7.1 trillion U.S. ETF industry (as of 3/31/22) is far from being a mature market. First developed in the 1990s to provide access to passive index tracking and sector funds, the ETF universe has been in perpetual evolution.

Designing ETFs For Today’s Challenging Markets

[Growing supply and demand for ETFs are driving the ETF industry to a stone’s throw of the $1 trillion net inflows mark.

The Need for Crypto Clarity and the Regulatory Path Forward

[The rapid development and adoption of the crypto marketplace across institutional, corporate, and retail investor markets have been growing at a speed well beyond regulatory efforts to keep up.

The Power of Platforms and Networks

[In a business environment with accelerating rates of change, the power to compete and win is shifting radically from corporations to ecosystems, from leveraging internal assets to accessing external networks, from a traditional operating focus on

Bringing Technology and Personalization to Managed Accounts

[Will the future of investment portfolios increasingly be built, not on mutual funds and ETFs, but on customized managed accounts?

What It Takes for Advisors to Win with Marketing Today

A FinTech platform "taking firms from basic digital marketing to empowering them into a true growth marketing mindset." - Niharika Shah, Clout by TIFIN