“The Holy Grail” is what some people feel they have found when they land a spot in a brokerage company’s mutual fund advisory program, according to the Wall Street Journal. Achieving a spot on such a list for a new or small mutual fund is not an easy task. But, if they can accomplish it,
Conference and Event Planning
Face-to-Face Takes on New Meaning
I was intrigued to read a piece in Information Week this past January on desktop video conferencing and a recent rise in its usage. Basically, the article states the appeal for video conferencing lies with “improving employee and customer collaboration while reducing travel costs”. Another reason given was that video can be more useful than
Financial Technologies Forum (FTF)
Paid Journalist Internship Opportunity at FTF News
Financial Technologies Forum, LLC (FTF) is a leading provider of executive-level events and training focused on trends and initiatives in the securities industry. We also publish FTF News, an online trade publication focusing on securities operations and technology. Our clients consist of leading financial technology companies and senior level executives from top Wall Street firms.
Financial Technologies Forum (FTF)
Time is Money and Do You Have the Money to Spend the Time?
As some of you might have picked up from my previous blogs, I am torn when it comes to the value of social media due to the investment in time it requires. And, in the fast-paced Wall Street world we all know and love, time is money. Don’t get me wrong, I see its benefits
Financial Technologies Forum (FTF)
FTF Takes on Retail Banking
We’re always thinking of new ways to grow at FTF and therefore we are in the midst of planning a new conference that will focus on retail banking and mobile technologies for May 22nd in NYC (agenda to be posted soon on www.ftfnews.com). We are collaborating with Aite Group on this event, which we are
Back-Office
Man-Up Corzine
Dear Jon, Not that my opinion probably matters all that much to you, but I used to think you were a great leader and businessman. I remember when you first ran for NJ Senate, I admired what you had accomplished and thought of you as a true leader. Now, I am sorry to say, my
Financial Technologies Forum (FTF)
“Go Big or Go Home” in 2012
When I returned to work after the Holidays, I sat down at my desk, pulled out a blank piece of paper and wrote in big letters “Go Big or Go Home” and taped it to the wall in view for me to look at all day, every day. At our internal huddle that morning, I
Cloud
How to Launch a Hedge Fund … Did You Miss Out?
I am pleased to report that we received a ton of great feedback from our most recent How to Launch a Hedge Fund seminar in New York last week! Subjects discussed ranged from the up-front decisions and vendors needed to start a fund to the major legal issues a start-up would face. Sessions also got
Financial Technologies Forum (FTF)
Financial Technology Acquisitions: A(nother) Year-in-Review
Well, it’s hard to imagine, but another year has nearly passed, which means it’s time, once again, for my end-of-year fintech acquisition write-up. Believe it or not, I was wrong last year when I predicted that 2011 would result in MORE acquisitions. Last year, I compiled a list of 43 and this year, I have
Financial Technologies Forum (FTF)
Discover the Benefits of Online Advertising
It seems that nowadays, we live in an online world. As a result, the use of online advertising as a marketing tool is on the rise, but it seems that the financial services industry is a little behind the trend. When I asked a few financial services firms why they choose not to employ online
