Frost & Sullivan: Disrupt, Collapse, Transform
Forward Momentum: Why Elite Teams Claim their Future as RIAs
Go deeper than the headlines surrounding the Registered Investment Advisor (RIA) movement. Learn what’s really compelling top teams to break away and redefine the advisor industry. • Discover the converging forces fueling the RIA movement…
Forward Momentum: Why Elite Teams Claim their Future as RIAs
Go deeper than the headlines surrounding the Registered Investment Advisor (RIA) movement. Learn what’s really compelling top teams to break away and redefine the advisor industry. • Discover the converging forces fueling the RIA movement…
2017 Ethics & Compliance Training Benchmark Report
Many compliance training program leaders are challenged by a lack of budget and resources, often as a result of the difficulty in demonstrating the value of the training program. When faced with increasing demands for training, despite limited resource…
Cybersecurity 101: How Law Firms Can Prevent and Respond to Ransomware Attacks
Two widespread ransomware attacks, known as WannaCry and Petya, ripped through 240,000 machines earlier this year holding computer and network data hostage, or destroying files altogether. These attacks serve as a cybersecurity wake-up call to the lega…
International Deposition Guide
Preparing for depositions abroad can be stressful with the amount of planning required and restrictions involved. This guide simplifies and streamlines your preparation to coordinate depositions anywhere in the world with ease. Download the 2017 upd…
10 Things You Should Know Before Undertaking a Performance History Conversion
There are many things to consider as you prepare to convert historical performance data. Having a wealth of information about your legacy data and potential data landlines empowers you to prepare your stakeholders and better enables you to prepare a co…
The Buried Costs and Hidden Risks of Manual Reconciliation for Insurers
With increased scrutiny and regulatory oversight over insurers, you need to ensure your financial reporting process is accurate and compliant or face the consequences. A critical part of this process is reconciliation, which can be time-consuming and e…
Managing Litigation: E-Discovery Resources Survey Report
Bloomberg BNA and Catalyst recently polled 130 in-house attorneys to gauge the role that technology plays in discovery for litigation and investigations. The just-released report reveals what legal departments consider their biggest challenges and the …


