There are many practice management challenges and opportunities facing the retail wealth management industry today. Some of these include improving household profitability, increasing share of client assets, and adopting pricing that better aligns with the market and the value delivered to clients.
We analyze a sample of trading activity in Europe, spanning primary exchanges, dark pools, and displayed alternative venues over the first three quarters of 2009.
The flavour of the day in white papers and expert interviews on European equity trading seems to be the challenge of finding a cost effective way to access increasingly fragmented liquidity pools in financial instruments.
This difficulty is not limited to the sell side but more and more affects all market participants, under pressure to keep up with best execution requirements. It is true that harnessing the technology cost of connecting to all the relevant markets, routing your order flow smartly and stay in touch with low latency execution benchmarks gets very tricky, especially considering today’s environment of ferocious competition for reduced volumes.
customers to integrate disparate information sources, software applications and business users both within an enterprise and across customers, vendors and business partners. Moreover, Adeptia’s technology allows customers to design, automate and improve workflows and thereby drive efficiencies. Adeptia offers an easy to use, quick to deploy, powerful, and cost effective solutions.
If you are buying technology, RFPConnect is the place to meet the companies
that are selling it. RFPConnect provides templates for buyers to issue Requests
for Information (RFIs), Reguests for Proposals (RFPs) and Requests for Quotations
(RFQs). The site also provides a searchable directory and database of technology
vendors across the full range of industrial, commercial, financial and public sectors.
If you are selling technology, RFPConnect is the place to showcase your applications
or consultancy skills in searchable directories and product databases. The site
also provides technology vendors with the opportunity to publish news releases about
version upgrades, mandates won and other news about the company. Last but not least,
the RFP Exchange is a source of new business opportunities in the private and public
sectors.
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PriceMetrix is a software firm that helps retail wealth management firms and their advisors optimize selling efforts, manage clients, identify growth opportunit ...
Steve Husk, CEO of FRSGlobal, discusses the factors financial institutions are faced with in order to equip themselves against the current regulatory environment.
The adoption of IFRS for Canadian companies is in full swing. As of January 1, 2010, Canadian companies are required to file financial statements under IFRS. Although Canadian GAAP and IFRS are similar, there are three main differences that have posed a challenge for companies: effectiveness testing, hedge accounting eligibility, and fair value measurement. While not an exhaustive list, these issues have posed the greatest challenge for Canadian corporations during the first quarter of 2010. The following paper clarifies some of the differences in hedge accounting between Canadian GAAP and IFRS and shares best practices for hedge accounting to help Canadian corporations navigate through the transition.
With this Spring 2010 Edition of the Phone System Comparison Chart quickly see differences between brands like Avaya, Mitel, Cisco, ShoreTel, 8x8, Panasonic, etc and compare over 94 phone systems by 52 brands for small to big business.