The more we use social media to share updates, pictures and videos with friends and family, the easier it can be for cybercriminals to steal our information. See how you can use social media safely to protect yourself and your private information from cybercriminals.
Going on the internet can put your devices and personal details at risk from unexpected online threats like malware and ransomware. Learn about the threats and see some internet safety tips to help keep your devices and data safe when you browse online.
Technology has transformed how businesses communicate with—and learn from—their customers. Despite historic hesitancy on the part of many asset managers, driven in large by regulatory concerns, social networks play an increasingly pivotal role in the industry. Investment management functions such as idea generation, portfolio monitoring...
Online platforms are reshaping business dynamics, putting customers in charge and forever altering the customer experience. As Asset Managers weigh the critical decision of whether and how to embrace disruptive technologies and business models (which may not be profitable for some time, could undercut current product lines, and may not succeed at a...
Data-smart companies are learning how to access, aggregate, and distill competitive knowledge from a vast sea of previously inaccessible information. While there will be asset managers who resist the data adoption or take a wait-and-see attitude, the firms that enthusiastically embrace a data-centric strategy can expect to be rewarded with unantici...
Artificial intelligence is quickly transitioning from curiosity to critical cog in efforts to monetize data and power applications from front to back office. Given asset management’s reliance on efficient data processing, rapid decision making, and accurate reporting, there are myriad ways machine intelligence can have an impact.
Organizations across the wealth management landscape face an array of technology risks that are growing more prominent in a post-COVID environment. While keeping an eye on the future and building resiliency, learn how to turn five tech risks—including the rise of disruptive technologies—into an opportunity that goes beyond adopting...
The results of the U.S. Family Business Survey findings brought out the importance of being prepared to compete in a far more digital economy. Family businesses have built up trust among loyal employees and their ownership group. So how to turn values like loyalty and hard work into a multi-generational success story? There are four moves ahea...
When it comes to the family, dynamics are changing. There is no longer one dominant family form in the U.S., according to Pew research. Parents are waiting longer to have children, and many millennials are living at home or taking a less direct route to adulthood. These shifts will continue in 2019 and shape how affluent families tackle interperson...
With a seemingly infinite amount of performance data points and varying degrees of investor knowledge among stakeholders, it can be difficult to determine the reporting requirements for each group. In order to establish appropriate reporting criteria, it is important for managers to understand where stakeholders fall along the spectrum knowledge. O...
The Internet has bought connection, communication, and efficiency to the business world, including family offices. However, conducting business online without proper security and knowledge of risks can endanger the family and its data. The right level of expertise, planning, and effort is required to safeguard sensitive information. It is an organi...
The U.S. is currently at an inflection point economically and culturally with the advent of new technologies and an anxiety on the part of those who fear a future that they can’t quite envision fully with themselves in it. Gordon Fowler, CEO and Chief Investment Officer, and Jon Meacham, presidential historian, engage in a dialogue about how ...
The artificial intelligence (AI) predictions of 2019 are insightful as ChatGPT and other AI platforms are becoming mainstream. Most executives knew then that AI had the power to change almost everything about the way they do business—and could contribute up to $15.7 trillion to the global economy by 2030. But what many business lead...
How can risk executives embrace innovation while preparing for unknown risks such as a self-driving car commandeered by hackers, data analytics software that unintentionally reflects biases, or autonomous weapons that cause accidental casualties? This challenge was explored in the Risk in Review Study of more than 1,500 senior risk executives globa...
As Artificial Intelligence (AI) gets more sophisticated and weaves further into the fabric of human existence, what are the implications for work and society? How will AI, its evolution, and some of its potential future mind-bending possibilities impact investors? While the answers are beyond the reach of a single article, having a better understan...