DWN ROUNDTABLES: How Technology Is Transforming Impact Investing
The impulse to do good while doing well is much older than popular acronyms like ESG and SRI might suggest. In fact, impact investing...
DWN ROUNDTABLES: Technology’s Role in Yielding Retirement Income That Lasts
The demographics are telling: More Americans are turning 65 in 2024 than ever before. The precipitous decline in defined benefit programs, recent economic uncertainty...
DWN ROUNDTABLES: Active SEC Driving the Regtech Boom
Banks and other financial institutions have long been some of the most highly regulated businesses in the world. Yet, if it seems like the...
DWN ROUNDTABLES: Securing Cyberspace – How Advisory Firms Can Combat Vulnerabilities
Executives tasked with ensuring their firms are operating within a safe and compliant environment have a unique perspective on how to assess and address the challenges associated with evolving cyber threats.
DWN ROUNDTABLES: Agentic AI – Great Expectations Amid Expected Apprehension
For RIAs of all sizes, how successful agentic AI is in building efficiencies and driving growth for stakeholders is where the rubber will meet the road.
DWN ROUNDTABLES: Marketing Beyond CRM
From their beginnings as a repository and organizer of client information to their current functionality, which includes integration, automation, customization, analytics and more, Customer...
DWN ROUNDTABLES: Digital Marketing Best Practices for Financial Advisors
Today’s financial advisors need to cut through the clutter and set themselves apart from the competition. To do so, they must go beyond occasional...
DWN ROUNDTABLES: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?
Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...
DWN ROUNDTABLES: How RIAs Are Meeting Fiduciary Standards in A Complex Digital World
It’s been 20 years since former U.S. President George W. Bush signed legislation to declare October as Cybersecurity Awareness Month. The goal was to raise awareness surrounding...
DWN ROUNDTABLES: How Technology Is Propelling Success in Multi-Family Offices
Recent Federal Reserve data indicates that the top 10% of families account for almost three-quarters of U.S. wealth. These affluent families have complex wealth management
needs.