Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Ensuring data privacy and compliance for ultra-high net worth families Josh Kanter, Founder & CEO of leafplanner, Bob Lam, Co-Founder & CEO of ShardSecure leafplanner offers a SaaS solution that empowers high-net-worth families to prepare for the future. leafplanner’s application creates a dynamic, regul... June 8, 2023 6:00pm ByAllAccounts® Data Aggregation & Enrichment for Wealth Management Firms Don McHenry, Senior Product Manager, Morningstar ByAllAccounts Morningstar ByAllAccounts® has been a pioneer of investment-first data aggregation and enrichment for over 23 years. We provide wealth management firm... 4 days ago | 13 mins Progressive Investing with Schroders Andy Brown, COO and Co-founder of Octo Members and Olivia Geldenhuys, Investment Specialist, Schroder Investment Solutions Andy Brown discusses with Olivia Geldenhuys, Investment Specialist, Schroder Investment Solutions, progressive thinking with investment solutions. The... 4 days ago | 48 mins Take Your Organization to the Next Level with the Power of Data Aggregation Brian Costello, Tara Unverzagt Next-level service builds trust, the easiest and most productive step towards providing holistic financial guidance to your clients is to fully unders... June 14, 2023 4:00pm The Cost of Home Bias and How to Remedy It: Harnessing Change in Asia Kikuko Mori, Product Specialist at Nikko Asset Management Home bias—an investor's preference to invest primarily in domestic equities rather than diversifying with foreign investments—is a well-known phenomen... 4 days ago | 55 mins A CISO Perspective: From Threat Landscape Insights to Transformation Programs Chip Stewart, former CISO at the State of Maryland | Rajiv Raghunarayan, SVP Product Marketing, Anomali An Informative Fireside Chat Chip Stewart, former Chief Information Security Officer at the State of Maryland, discusses with Anomali’s Rajiv Raghuna... 5 days ago | 41 mins Wealthtech disruption: Top 5 trends to watch out for in 2023 Reed Colley, Don McHenry, Greg Miles Wealthtech, using sophisticated fintech to support wealth management, is disrupting the financial management industry. But to stay competitive, wealth... 2 weeks ago | 36 mins ETF Investigations: The rise of white-label ETF issuers in Europe Jamie Gordon, Senior Features Reporter, ETF Stream The number of white-label ETF issuers in Europe has boomed over the past 12 months as structural issues such as post-Brexit barriers to entry and the ... 3 weeks ago | 63 mins Take Your Fund Analysis to the Next Level Janet Chang, CFA, Senior Product Manager for Asia; Sara Otterbeck, Senior Product Manager for Analytics Lab Have you ever toiled away your precious time pulling historical holdings of multiple funds? Have you ever imagined performing holdings look-through fo... June 14, 2023 8:00am Is 2023 a CRISIS for UK home ownership and residential property investment? Adrian Jones, Lead Portfolio Manager Infrastructure Debt & Home Equity, AllianzGI | Nigel Purves, CEO and Co-founder, Wayhome *For UK professional investors only* With rising interest rates, increasingly unaffordable rents and the prospect of government legislation that is l... June 15, 2023 10:00am Load more
