Recently Added

What We Learned on the Road to Launching an Alternative Mutual Fund

February 27, 2014 - Audience: Prime Brokerage

Hedge fund managers and mutual fund companies are eager to bring alternative strategies into the mutual fund space. Is this trend really in the best interests of managers and investors? Which strategies are the best candidates for making the jump? What pitfalls lurk along the way?

Closing the e-Delivery Gap: The 2013 e-Delivery Survey

February 03, 2014 - Audience: Broker-Dealer, RIA

Changing the traditional paper-based behaviors of advisors and investors remains a challenge. Discover useful, actionable data and analysis to increase e-delivery adoption.

Investor Trends in Technology

December 16, 2013 - Audience: Broker-Dealer, RIA

This paper looks at the attitudes of several key demographics of investors towards technology, and explores how advisors can make the right choices to serve those key demographics.