Blog Articles

Position Your Firm for Growth and Make Changes Now for Dodd-Frank

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We’ve said it before, but it bears repeating. Firms that wish to set themselves up for future growth should look to implement the changes that may be needed for the upcoming regulatory rules like the Dodd-Frank Act now, not later.

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UMA Assets and the Global Investment Performance Standards (GIPS®)

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In honor of the CFA GIPS Conference happening this week in Chicago, we”ve tapped our good friends at ACA Beacon Verification Services to provide some of their observations about GIPS:…

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Waiting to Gauge Dodd-Frank Could Be a Bad Move

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The sentiment amongst investment management firms right now is one of caution. Many are waiting to see how the Dodd-Frank Act will play out before implementing any of the changes…

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The Pros and Cons of Cloud Computing

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It seems like every company is coming out with cloud-based solutions. And so it also seems like the right time to take a look at the good, the bad and…

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Remembering Steve Jobs

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Today, we’d like to take a moment to remember Mr. Steve Jobs.

His passion for simplicity of design has made significant inroads into our corner of the world, institutional money management.

Now as opposed to being an exception, iPhones and iPads are the tool of choice for portfolio managers and anyone who spends extensive time out of their office visiting clients.

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Complying with Best Practices Can Save Money

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It’s no secret that best practices suggest an outside source look over a firms’ data for inconsistencies and gaffes. But complying with such practices doesn’t have to cost more. Instead,…

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The End (of the Way It Used to Be)

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The crisis of 2009 threw the financial industry into chaos and highlighted the need for greater transparency. Since then, everyone has been monitoring the news with increasing attention to find out how and why we got here, what we can do to fix it, and how new rules and regulations will affect not only each firm and its workflow, but also the future of the industry. There is

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