Wealth Advisory Firm Practices

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The Googlization 2.0 Trend Shaping Innovation in Asset Management
SEI
Data-smart companies are learning how to access, aggregate, and distill competitive knowledge from a vast sea of previously inaccessible information. While there will be asset managers who resist the
The Uberization 2.0 Trend Shaping Innovation in Asset Management
SEI
Uber rethought and deconstructed the traditional value chain in its industry to create a new technology-enabled business model centered on enlisting the capabilities, assets, or knowledge of
The Amazonization 2.0 Trend Shaping Innovation in Asset Management
SEI
Online platforms are reshaping business dynamics, putting customers in charge and forever altering the customer experience. As Asset Managers weigh the critical decision of whether and how to embrace
The Watsonization 2.0 Trend Shaping Innovation in Asset Management
SEI
Artificial intelligence is quickly transitioning from curiosity to critical cog in efforts to monetize data and power applications from front to back office. Given asset management’s reliance
What You Need to Know about the Corporate Transparency Act
Foley & Lardner LLP
The Corporate Transparency Act (the CTA) is the first significant update to the U.S. anti-money laundering laws in 20 years and gives FinCEN significant authority to adopt necessary regulations to
The Twitterization 2.0 Trend Shaping Innovation in Asset Management
SEI
Technology has transformed how businesses communicate with—and learn from—their customers. Despite historic hesitancy on the part of many asset managers, driven in large by regulatory
Cybersecurity and Cloud Solutions
Risk Strategies Company
The COVID-19 pandemic has led to an acceleration of adoption of cloud solutions and other remote access tools. However, hasty adoption of any new technology that is not combined with robust security
BKD Podcast: Simply the People Stuff
BKD CPAs & Advisors
“I’m 100 percent not you, and you’re 100 percent not me.”— Find out why that powerful reminder from guest Cassie Atteberry is the key to making the “people stuff
Why Real Estate Private Equity Firms Outsource Back Office Resources
BPM
Today, private equity real estate funds need innovative accounting technology to develop real-time insights and make financial decisions quickly. Having access to a team with dedicated Enterprise
Developing a COVID-19 Vaccination Program
HUB International Personal Insurance
The unprecedented timeline of the COVID-19 vaccine becoming available has raised concerns about its safety and efficacy. With the vaccine being widely available, employers have a responsibility to