Service Provider News & Perspectives

August 18, 2022

Four Ways To Communicate With Clients Amid Market Volatility

Four Ways To Communicate With Clients Amid Market Volatility August 2, 2022 | Abby Salameh, Chief Marketing Officer, CAIS & Head of CAIS IQ | Forbes If you’ve been paying attention to the news lately, you’ve probably heard the word “recession” being thrown around. Inflation is at a 40-year high and is affecting everything from…

August 18, 2022

Recession and Resilience: Looking to Leading Indicators

Recession and Resilience: Looking to Leading Indicators August 5, 2022 | Andrew Snyder, Linge Sun, & Nicholas Reade | CAIS The Fed continues navigating what appears to be an ever-finer line between a hard and soft landing for the U.S. economy. We look past the most recent GDP estimate to leading economic indicators that have…

August 17, 2022

Marketing Intent: Overcoming Obstacles When Managing Marketing And Delegating

Marketing Intent: Overcoming Obstacles When Managing Marketing And Delegating August 17, 2022 | Marketing Intent You’re short staffed, buried in work and you know you should delegate to get out from underneath it and get caught up on your marketing tasks, but you’re not. Why aren’t you delegating? Even seasoned marketing managers fall victim to…

August 17, 2022

SS&C: Closing the Customer Knowledge Gap

SS&C: Closing the Customer Knowledge Gap August 17, 2022 | SS&C Asset managers have access to more data today than ever before. By harnessing it, savvy firms can unlock powerful insights into their customers’ profiles, preferences and priorities. These insights, in turn, can enable firms to design more efficient and effective distribution strategies built on…

August 16, 2022

Clearing Up Misconceptions about Alts

Clearing Up Misconceptions about Alts August 12, 2022 | John Rickman | WealthForge Have you ever wondered why alternative investments are called “alternative” investments? Industry insiders know that “alts” are essentially anything other than stocks, bonds, or cash. They can include real estate, hedge funds, private equity, and even fine art and antiques. Unfortunately, broadly…

August 16, 2022

BNY Mellon’s Pershing Delivers Next-Gen Technology and Integration Capabilities for Smarter, More Personalized, Highly Efficient Experiences

BNY Mellon’s Pershing Delivers Next-Gen Technology and Integration Capabilities for Smarter, More Personalized, Highly Efficient Experiences June 15, 2022 | BNY Mellon Pershing BNY Mellon’s Pershing (“Pershing”) today announced the next generation of technology solutions for advisors and wealth management professionals from its flagship conference INSITE 2022. Experience and efficiency are front-and-center in this latest…

August 9, 2022

UMB: State of the Market: Non-Traded REITs and BDCs

UMB: State of the Market: Non-Traded REITs and BDCs August 9, 2022 | UMB In times of wild market volatility, alternative investments are alluring panaceas to vulnerable portfolios. Once reserved for institutional and high-net-worth investors, even some of the more exotic alternative investments are now mainstream. This report provides an overview of the current state…

August 2, 2022

3 Ways to Improve Your Marketing Execution

3 Ways to Improve Your Marketing Execution July 30, 2022 | Cherie Fournier | Marketing Intent When most people think of marketing, they think of the creativity that goes into copywriting design and web development. But we all know without a solid strategy for execution, that creativity doesn't go very far. In this article, we’ll…