We started this blog back in April of 2011 kicking it off with a post about compliance in the wake of the financial market meltdown, the Bernie Madoff affair, and the massive 2,300 page Dodd-Frank Act. We’ve come a long way since then, publishing over 500 posts on topics ranging from compliance to technology, advisory and asset management. Thank you for helping us grow this blog and our community of readers. We’ve enjoyed all the conversations that have taken place here over the past seven years. Read more ›
Saudi Arabia’s investment management industry is on the cusp of massive and transformative change.
That was the key message to come out of the breakfast briefing event we hosted last week in Riyadh for investment management firms in Saudi Arabia, at which a number of industry experts gave their insights into developments in the kingdom. Read more ›
Continuing our series of profiling successful advisors, we had the unique pleasure to sit down with Jordan Smyth, Managing Director of Edgemoor Investment Advisors. Edgemoor, based in Bethesda, MD, is a wealth management firm providing investment management and financial planning services to individuals and families, trusts, retirement plans, non-profit organizations, and foundations. Read more ›
It’s no secret that investment firms have choices when it comes to technology hosting. There are providers out there who will perform basic rack-space hosting or host applications for investment firms only. Where both of these arrangements start to get dicey is over service, support, and long-term commitment. Read more ›