The Ultimus 2024 Registered Funds Client Summit recently provided an informative industry event designed to offer a thorough update on the state of the asset management industry.
Donor-advised funds have undergone a remarkable evolution in recent years, driven by digital innovation and increasing donor interest.
Rocco Pellegrinelli of Trendrating discusses the performance challenge of an active equity investment strategy and explores potential investment performance solutions.
Nathan Stevenson of ForwardLane discusses how financial firms are grappling with the issue of value creation and measuring ROI on strategic AI deployment.
Robert Scharar of FCA Corp and Commonwealth Funds discusses innovation, business creation and investing in emerging markets.
Navigating the equity markets' confusing environment of increasing volatility, uncertainty, complexity and ambiguity is immensely challenging for investment managers.
Business model innovation is one of the most dynamic strategies available for forward-looking business leaders.
This guest article offers a fresh perspective on Medicare and a caregiving system that increasingly relies on unpaid, multigenerational support.
In this thought experiment, we explore potential scenarios for 2030 and examine how these developments might reshape the industry.
Mark Spina and Jay Ramey of FLX Networks discuss the changing strategic nature of the financial services industry.