By Emilie Totten

The financial services industry changes quickly. Investors and their expectations are evolving. Here are three things investors are looking for in a wealth management firm:Read More

By Emilie Totten

While many financial services firms were reluctant to use social media in the past, more companies are realizing that embracing social is the first step to increasing brand trust and loyalty. While the regulatory environment was previously prohibitive, the doors are opening for asset managers to get on social networks.

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By Emilie Totten

In light of new regulatory requirements, hedge fund managers are facing many new challenges. Due to an increased level of scrutiny, it’s important for hedge funds to have a technology strategy that supports critical data management, marketing, and client communications functions. We recently sat down with two top authorities at Risk Advisors, Inc, to get their perspective on some of the current opportunities and challenges facing hedge fund managers today.

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Having run technology RFPs from both a vendor and customer standpoint, I’m disturbed by the trend I’m seeing.  RFP processes are becoming longer and longer. The depth and complexity seem to have little to do with the actual scope of work the customer is seeking bids on.

Without exaggeration, I recently received an RFP that had 171 long-response-format questions that, in the end, supported a deal that only had a three-year value of about $100,000.  Compare that to a 111 question RFP that we won in 2012 for a contract with a three-year value of over $1 million.

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