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Weekly Brief


Weekly Brief

Thursday, September 22,2022

Feature of the Week

Apart from customization, ease of use, and more, cost, anonymity, and Speed are only a few of the many beneficial aspects of Algo trading  Read more
Assets, taxes, investments, inherited property, retirement plans, real estate, and other factors may cause your head to spin. Managing your finances isn't easy. In this circumstance, it is necessary to contact the appropriate individual, such  Read more
Though most businesses utilize AI to reduce costs, its potential in the capital markets is unimaginable and has the potential to add value across the board.  Read more

CIO Viewpoint

By Eric W. Conner, Chief Information Officer & EVP, Univest Financial Corporation  
Technology developments impact the banking industry without ceasing. Some of these developments are obvious to anyone who has owned a deposit account for the last 10 years or more.  Read more
By Linda K. Lannen, CIO & Sr. VP, Kleinfelder  
It is critical for construction/ engineering firms to actively seek diversity in our teams and be actively inclusive in creating solutions  Read more

Featured Vendors

By Brendan Lake, Founder, and President  
Launched in 2008, PPB Capital Partners brings premier alternative investment solutions and streamlined processing to the wealth advisory community. PPB provides a platform of alternative investment funds from industry-leading managers and designs...  Read more
By Mark Weber, CEOMark Wagner, Vice President  
A technology advisory firm, Wagner-Weber Associates offers information technology consulting and services to Registered Investment Advisors, hedge funds, private equity companies, and other capital markets-oriented businesses. The firm provides...  Read more
By William C. Stone, Chairman of the Board and CEO of SS&C TechnologiesMina Wallace, General Manager, SS&C Algorithmics  
SS&C has recently acquired Innovest Systems, the provider of web-based technology systems for trust accounting, payments, and unique asset servicing. This acquisition allows SS&C to broaden its wealth management technology suite. As SS&C and...  Read more

CXO Insights

By Dagan J. Sharpe, Director of Wealth Management & Region Bank Manager, SVP, Queens-borough National Bank and Trust Co  
Banks can also seek to be more “teaming centric” rather than compartmentalized internally, and...  Read more
By Rick Arvielo, CEO, New American Funding  
Every industry has been transformed by technology, and the banking world is no different....  Read more