1. Do UMA Programs Dilute the Value of Managers? Unified managed accounts were introduced to address a number of issues, including providing oversight of...
  2. How Risk, Regulation and Innovation Have Influenced the Role of the CFO John Greene, CFO for HSBC Financial,  talks about how risk, regulation, and innovation have...
  3. Integrated Mobile Payments and Commerce The Key to Making Mobile Profitable at Financial Institutions and Retailers Consumers around the world are...
  4. Unified Managed Household Kurt Salmon’s Wealth Management practice will publish a series of insights that discuss UMH and its...
  5. The Finance Function As a Value-Driver: Enhancing Efficiency, Effectiveness and Business Value The finance function must evolve from one that is transaction-oriented to one that is more client-focused...
  6. The Changing Landscape of the Prime Brokerage Industry For the past two years, the prime brokerage industry has undergone a major transformation in response to the...