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Fintech takes off: how we got to where we are
In 2014, fintech investment in the United States nearly tripled. Consider these numbers: in 2013, the value of fintech investment in the US was $3.39 billion. Last year, those numbers soared to $9.89...
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Fintech: the next frontier
Last week, I shared with you where fintech is at: the growth the industry has experienced and where the investment is. So, has fintech reached its peak? Not so, according to our research. There’s still...
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High net worth investors—how they’re similar to and different from the rest...
What are the unique characteristics and needs of high net worth investors (HNW) in a digital world? This is a question of great interest for all wealth management firms. Our most recent survey on...
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Offering these tools to high net worth investors can make all the difference
Now that you know some similarities and differences between high net worth (HNW) investors and other Generation D investors, let us look at the interesting facts on what specific tools HNW investors...
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A closer look at sell-side research
Nobody goes into business to lose money—sadly, for those in sell-side research services, this is often the reality when research is viewed on a stand-alone basis. The question is: how did we get here...
View ArticleRobo-advisors’ appeal to investors is based on more than price
Robo-advisors – automated services using algorithms to generate portfolio recommendations and financial planning advice – have drawn lots of attention from investors, industry analysts and the media....
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Sell-side research services: are there any takers?
Last week, I delved into why sell-side research services have turned into a loss-leader for many sell side institutions. So, what can be done about turning this reality around? How can quality research...
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Earn money with research—yes, it’s possible
It’s clear, sell-side research services are evolving and what buy-side professionals are willing to pay for is narrowing, but that doesn’t mean all is lost. In fact, sell-side institutions have a...
View ArticleCyber Security Shifts Risk from Financial to Reputational
Many of us have seen cyber security grabbing headlines lately. This past March at GARP, cyber security was a hot topic. Often it’s one of the first things my clients mention to me. But despite the...
View ArticleCyber Criminals Opportunistically Exploit Gaps
If my client conversations are any indication, risk leaders everywhere are grappling with cyber security. Previously we observed how cyber risk has moved beyond monetary theft into data theft—opening...
View ArticleRisk Leaders Can Take the Reins in Addressing Cyber Security
We’ve talked here about cyber security and its many tentacles: Whenever a business closes one security gap, a cyber criminal will continue “testing the walls” in search of another gap to exploit. The...
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Voice of the Advisor: Role of the Financial Advisor Has Changed Dramatically
No longer does the advisor serve as the sole conduit between the individual client and the investment community. The advisor is increasingly just one of several points of influence in the client’s...
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Voice of the Advisor: It’s Time for Wealth Management Firms to Respond
Last week, I shared with you just how significant advisors’ roles are changing. The results of our survey of 652 advisors in the United States and Canada say everything: the change is palpable. The...
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Trade Finance: Why You Can’t Afford to Ignore This Business
Bank-intermediated trade finance has been the preferred instrument to offset the risks inherent to cross-border trade for a number of years—for good reasons. Trade finance is an important catalyst of...
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Reference data disconnect: It’s real and it’s getting worse
I don’t have to tell you, reference data management challenges are prevalent in our industry. In fact, like most firms, yours likely also spends millions of dollars on reference data from multiple...
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Trade Finance: The World is Changing, Here’s How You Can Keep Up
Two weeks ago, I shared with you why trade finance is a business you can’t ignore. This week, I’m going to share why the business is changing and what you can do about it. What’s changing?...
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Reference data disconnect: How can you get on the right path?
Last week, I shared with you the results of our survey of 133 buy- and sell-side professionals on the challenges in data management. This week, I’ll delve into what can be done about it. For starters,...
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Learn how financial algorithms fall under MiFID II compliance requirements
New trends are shaping and re-shaping financial markets—but regulations are quick to catch up. Consider, for example, the trend toward using algorithms (“algos” for short) to help make trading...
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Introducing the Top 10 Challenges for Investment Banks 2016
Every year for the past eight years, Accenture has published the Top 10 Challenges for Investment Banks series. It’s our way of documenting and analyzing the key issues that are capturing the attention...
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Structural reform as a strategic opportunity
Seven years out from the 2008 financial crisis, one thing is clear: the cost reduction and simplification programs adopted by investment banks immediately following the crisis are no longer sufficient....
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