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Operations & Technology


Execs at Morningstar Conference See the Silver Lining of Digital Disruption

One inevitable change caused by low-cost, online competition is how advisors will structure their compensation, said Brian Leitner, senior vice president of practice management at Mariner Wealth Advisors.

Robos Target Defined Contributions Market

Having developed robo platforms for retail clients and advisors, Betterment is expanding further into the asset management industry with a 401(k) offering for businesses.

Wealth Draws Hackers to Managers

Once a source of agita mainly for commercial banks and credit card companies, hackers are now training their sights on investment firms, broker-dealers and hedge funds.

Handling Data Demands Of New Regulation

Heightened demands for data from regulators has meant the past practice of using spreadsheets to collect information is not only outmoded, but could leave a firm exposed to liabilities.

BNY Custody Clients Stay Put, Despite Glitch

Though technical issues with Bank of New York Mellon's fund accounting system left an estimated 10% of U.S. ETFs and some mutual fund providers unable to accurately price their products for nearly a week, the bank's custody business is expected to remain intact.



Driving Front-office Success Through Tech & Ops

While IT budgets at buy-side firms have not fully recovered from the cutbacks of the Great Recession, front-office demands keep growing in quantity, complexity and required speed of response.

Goldman Research's Greater Long-Term Gains

Rob Goldman founded Goldman Small Cap Research (GSCR)--not affiliated with Goldman Sachs--in 2009. He has over 20 years of investment and research experience as a senior research analyst and as a portfolio and mutual fund manager.

Transformation of Middle Office Outsourcing Servicing: The New Business Paradigm

For the last several years the investment management industry has seen a seismic shift towards outsourcing middle and back-office activities.

BBH's Take On the New Order of Asset Servicing

During the crisis of 2008, service providers faced an environment in which they saw their clients' assets decline sharply.

Client Reporting, Risk Management Top Concerns for Operation Managers

Executives at mutual fund companies, asset management companies and support providers rated client reporting--which included any reporting that is created for the purpose of distribution to clients--as their top challenge followed closely by risk management in Money Management Executive's third annual Operations Survey.