Blog Articles

Today, we’d like to take a moment to remember Mr. Steve Jobs.

His passion for simplicity of design has made significant inroads into our corner of the world, institutional money management.

Now as opposed to being an exception, iPhones and iPads are the tool of choice for portfolio managers and anyone who spends extensive time out of their office visiting clients.

The crisis of 2009 threw the financial industry into chaos and highlighted the need for greater transparency. Since then, everyone has been monitoring the news with increasing attention to find out how and why we got here, what we can do to fix it, and how new rules and regulations will affect not only each firm and its workflow, but also the future of the industry. There is