Financial Technologies Forum is currently planning for our 3rd Cloud Computing on Wall Street Breakfast Briefing, which will take place in NYC this coming February. As with each of our events, the planning process begins with research by scouring industry articles to see who is talking about what. This way, we can ensure that our
Fun Friday
FTF’s Outing to the American Finance Museum!
Last Friday, Caitlin and I decided we should take an outing to the Museum of American Finance. A while back, I came across information on the museum and thought it might be interesting to see what it was all about. Also, I noticed that there are current exhibits on Alexander Hamilton and scandals affecting Wall
Buy-Side
Buy-Side’s Laying Low on Derivatives Reform… For Now
I just saw an interesting video on Tabb Forum about where the buy-side lies regarding derivatives reform. Kevin McPartland from Tabb Group and Chad Wekelo from Actualize Consulting discuss this issue and comment that with the uncertainty surrounding Dodd-Frank and derivatives reform, not much is being done currently, outside of initial outreach, to industry vendors
Cloud
RIAs: Moving on up – to the Cloud Part II
To read part one of this guest contribution please click here. Guest Contributor: Andrew Peddar, North American CEO of StatPro Creating a bright future Investors are anticipating growth as the shockwave of the Great Recession settles. Cloud-based technology is well-positioned to handle RIAs ambitions because it provides productivity gains – the service can be accessed at
Cloud
RIAs: Moving on up – to the Cloud Part I
Guest Contributor: Andrew Peddar, North American CEO, StatPro Registered Investment Advisors (RIAs) have long relied on one of two choices for portfolio analytics and reporting: enterprise wide technologies and services or niche technologies. While enterprise technologies are packaged with lots of functionality, the functionality often doesn’t meet the granular needs of the advisor and lack
Social Media
How Has Social Media Changed Your Job?
In the beginning when social media entered the spotlight many were skeptical about what it could really achieve for them and how long the fad would last. As it turned out social media proved to be a very useful business tool that surpassed the ‘fad stage,’ and has rooted itself into today’s culture. Now the
Fun Friday
Food Truck Friday
Our quest to try all the food trucks in the Wall Street area continues… This week Caitlin and I stopped by Valducci’s Original Pizza Truck known for their thin crust pizza and fuh-get-about-it recipe. This trucks claims to be the best with their fresh mozzarella, fresh basil, olive oil, secret blend of imported Italian grated
Back-Office
The Role of Big Data Analytics – Living in a 2.0 World
Guest Contributer: Andrew Ettinger, Director, Sales, Greenplum Let’s face it, we live in a different world today. I am sitting here on my Mac computer, with my iPhone out, my iPad is in my briefcase, I am answering email on both my phone and computer, I am surfing the web from paying a credit card
Compliance
Catching Up to Fraud
I have to admit, I’ve never really thought about what steps go into catching the masterminds behind financial crime. I’ve heard all about firms upping their compliance and updating their strategies to catch suspicious activity internally, but I have never taken into account the role that the SEC plays in tracking the tips and complaints
Guest Blog
The Fiduciary Kerfuffle
Guest Contributor: Philip Lawton , Analyst, Aite Group Taxes, entitlements, and the national debt limit are not the only controversial topics in Washington this summer. The Securities and Exchange Commission’s proposal to apply a uniform fiduciary standard to investment advisers and broker-dealers alike has created a ruckus in the retail investment industry. The Securities Industry
