Put Your Money Where Your Meeting Is
The simplest method, in my opinion, is to quantify the discussion in terms of economics. To follow the old adage “Time is money,” … meetings
The Psychology of Sharing: Take our quiz!
Not everyone uses social media in the same way and we all have different purposes for why and how we share. Based on a recent study* it has been mooted that we can be categorized into 6 different type
Lighthouse Clients Shine Their Light on MVPs
At Confluence, we are careful to ensure that our validated learning comes from multiple sources. These early sources of learning are what we call “lighthouse clients”.
Buggy Whips, Kodak Film and Typesetting
When I first started out in the investment management industry many years ago, I became intimately familiar with the various FedEx drop boxes… typesetting
UK Authorities Grant Much Needed Extension for AIFMD Authorisation Filing
The FCA’s decision to change the filing deadline is a direct result of concerns raised by stakeholders in the industry to … AIFMD
The Regulatory Change Sneaking Up on Investment Advisers
No, I am not talking about the second round of Money Market Reform and the accompanying changes to Form N-MFP. I am talking about … regulatory change
StatPro Revolution Update – December 2013
The December release of StatPro Revolution includes the second part of the advanced portfolio sharing and user management roll out.
The psychology of sharing – Infographic
Sharing online has become a part of our everyday lives and it’s increasingly becoming important to businesses. Our infographic ‘The Psychology of Sharing’ shows how we can all be characterized as part
Sharing relevant information for the right reasons – a compliance view
Dallas McGillivray, Group MD, FMConsult discusses how controlled sharing is needed in the investment community but only if it is the right information, shared for the right reasons.
Five Steps to Stress Free Year End After-Tax Returns
…my five steps for a quick and less painful after-tax returns season. You just might have more time for the craziness noted above–or for those who… stress free
AIFMD Forces Asset Managers to Focus on Their “True Intentions”
As I travel through Europe meeting with asset managers, it is apparent that many are unprepared to face the challenges that AIFMD will impose across the financial services industry.
The Business Value of Corporate Values
In practice, each member of the Confluence team is tasked with thinking about how to make the rest of the organization succeed… corporate values