Technology / Social Media

  • Uptick In Flexible Work Arrangements Leads Companies To Consider New Pay Models
    Uptick In Flexible Work Arrangements Leads Companies To Consider New Pay Models

    Employers expect a majority of employees to work from home through first quarter

    North American employers expect the uptick in flexible work arrangements to continue at least through the first quarter of next year, according to a survey by leading global advisory, broking and solutions company Willis Towers Watson. Many survey respondents reported that these new arrangements will require hybrid compensation models that for some employers include paying…
    read more
  • Cyber Crime Costs Continue To Rise
    Cyber Crime Costs Continue To Rise

    Internal failures are the most frequent cause of cyber claims for companies

    External attacks on companies result in the most expensive cyber insurance losses, but it is employee mistakes and technical problems that are the most frequent generator of claims by number, according to a new report from Allianz Global Corporate & Specialty (AGCS), Managing The Impact Of Increasing Interconnectivity – Trends In Cyber Risk. The study…
    read more
  • Financial Advisors Need to Amp Up Their Digital Marketing Efforts
    Financial Advisors Need to Amp Up Their Digital Marketing Efforts

    Almost two-thirds (63%) of respondents said insightful and educational content, as well personalization, would make an advisor’s marketing stand out

    The majority of Americans (84%) feel personalized content is very important when working with a financial advisor, according to a recent survey carried out by eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money. Moreover, 63% of respondents said insightful and educational content, as well as personalization,…
    read more
  • All I Want For Christmas Is Cyber Security
    All I Want For Christmas Is Cyber Security

    Protection from "The Secret Sister" gift exchange, a recurring holiday scam

    A "Secret Santa" around the office, friends and family can be fun. A gift exchange among online friends you haven’t met, well, that’s a little different and carries a heftier consequence. These gift exchanges, while they look like innocent fun, are really pyramid schemes – and are considered illegal.
    read more
  • Alternative Fund Managers Demonstrated Resilience In Adapting To New COVID 19 Reality
    Alternative Fund Managers Demonstrated Resilience In Adapting To New COVID 19 Reality

    Although navigating investor priorities beyond performance presents challenges and opportunities

    Despite extreme levels of market volatility, increased trading volumes and disruptions to society due to COVID-19, alternative fund managers persevered, and even exceeded, performance expectations from investors. Nonetheless, managers continue to face challenges in addressing important areas of focus, including environmental, social and governance (ESG) products, and diversity and inclusion (D&I), according to the 2020…
    read more
  • Advisors Embrace New Possibilities for Growth and Development in Virtual Environment
    Advisors Embrace New Possibilities for Growth and Development in Virtual Environment

    Pandemic leads to reduced need for office space and an increase in staff working remotely

    Independent advisory firms have moved beyond adapting to the virtual work environment imposed as a result of the COVID-19 pandemic and are actively embracing strategies and opportunities for continued firm growth, according to a range of data released by Schwab Advisor Services.
    read more
  • Taking The Pulse Of U.S. Small Business Resilience
    Taking The Pulse Of U.S. Small Business Resilience

    Amid pandemic, owners respond with meaningful transformation

    Amid this year's historic coronavirus pandemic, businesses are adapting by making major changes to their operations including increased use of technology, according to the latest PNC semi-annual survey of small and mid-size business owners and executives, which concluded Sept. 8. Eight in 10 (79%) reported that they have made adaptations to their business in response…
    read more
  • Digital Engagement: A Brave New World Of Client Connection
    Digital Engagement: A Brave New World Of Client Connection

    How asset manager digital strategies are driving investment flows

    The financial services wholesaler lunch-and-learn event is dead. Long live online webinars, websites and active social media accounts. While the ranks of wholesalers were already shrinking prior to the pandemic, the arrival of COVID-19 has only accelerated the trend toward more digital engagement between asset managers and financial advisors
    read more
  • Compliance in Context
    Compliance in Context

    The ’Securities Compliance Podcast’ connects thought-leaders with the investment advisory channel

    Calfee, Halter & Griswold LLP announced today that Patrick D. Hayes, Senior Counsel and leader of the law firm’s Investment Management practice, has launched The Securities Compliance Podcast: Compliance in Context™, co-sponsored by Calfee and the National Society of Compliance Professionals, a nonprofit, membership organization dedicated to serving and supporting compliance professionals in the financial…
    read more
  • Winning Hearts And Minds… With AI and Data-Driven Technologies
    Winning Hearts And Minds… With AI and Data-Driven Technologies

    How insurers are elevating the ‘customer experience’

    Traditionally, insurers didn’t need to be overly concerned about how they were perceived by their customers. Whether insurance was mandatory, such as auto or health insurance in many countries, or a basic necessity to secure financial health in case of personal catastrophes, the industry focused more on selling the coverage than providing great customer service…
    read more
  • Equity Compensation Plans Are Growing… And Going Digital
    Equity Compensation Plans Are Growing… And Going Digital

    Streamlining the administration burdens

    Shareworks by Morgan Stanley, a leading equity plan management platform and division of Morgan Stanley at Work, today released new proprietary research revealing that more private companies are digitizing their equity plans to help streamline the administrative burden, increase transparency and communication among employees. Despite the growing importance of equity compensation as a means to…
    read more
  • COVID-19 is Fueling Growth in Enterprise Blockchain and Asia Is Taking a Global Lead
    COVID-19 is Fueling Growth in Enterprise Blockchain and Asia Is Taking a Global Lead

    The financial services sector is the most advanced in using this technology

    The report, entitled ‘Financial Services Leads the development of Enterprise Blockchain’, also makes several predictions relating to Enterprise Blockchain. This includes business networks becoming more decentralized, the rise of semi-public ‘super networks’, and advances in technology enabling new paradigms
    read more
  • Swiss Re Puts Pioneering Data and Analytics Platform At The Service Of Global Health
    Swiss Re Puts Pioneering Data and Analytics Platform At The Service Of Global Health

    Joins the Trinity Challenge, a coalition devoted to understanding pandemics

    Swiss Re is joining The Trinity Challenge, a global coalition that aims to better predict and prevent outbreaks, epidemics and pandemics by harnessing the power of data and analytics. Swiss Re has integrated COVID-19 related health, economic and social data in one unique platform: the Risk Resilience Center. As a contribution in kind, the pioneering…
    read more