Getting a grasp on what it will cost to implement new BI software can be tricky. Forecasting gets complicated quickly, and the last thing you want to do is underestimate costs coming down the road. Lurking expenses make it a challenge to size up dif…
It’s a trend that has been coming for some time: Consumers are switching more and more to the convenience of online and mobile banking. This effect has been compounded by world events (pandemics, natural disasters, social unrest and curfews)…
While the market may appear expensive from a broad perspective, the recovery has been concentrated among traditional growth stocks, creating opportunities to identify secular winners at attractive valuations. A large group of stocks with attra…
As your clients look to you for answers in this rocky time, certain business models/sectors may offer the best ones. During this economic downturn, businesses that focus on e-commerce, digital payments, cloud services, and mobile technologies have demo…
As you struggle to predict which stocks and companies can weather the continuing economic impact of the COVID-19 pandemic, it can be hard to figure out what to do next for your clients. The economy continues to create some extreme gainers and decliners…
Shifting demographics, consumer preferences, and expectations are massively disrupting the once predictable financial services industry. Consequently, fintech entrants are capitalizing – entering …
During this time of massive market volatility, it can be tough to stick with a long-only equity strategy. This is why some investors are taking a closer look at long/short equity strategies. As your clients look for ways to shore up their investme…
In this time of uncertainty, your clients feel more overwhelmed than ever. They likely don’t have the bandwidth to sort through different supplemental health options before their upcoming open enrollment. To help them, you need to be able to expl…
Today’s narrative for digital transformation has changed dramatically. Enterprises have long attempted to align IT departments and business units, and this goal has become only more pressing as time-to-market and competitive pressures increase. A…
In late January 2020, the US National Security Agency (NSA) released guidance for Mitigating Cloud Vulnerabilities. The document divides cloud vulnerabilities into four classes (misconfiguration, poor access control, shared tenancy vulnerabilities, and…
