


How to “Phish” Out Hackers in the Investment Management Industry
What do JBS, ColonialPipeline and Nantucket’s ferry service all have in common? Their systems were hacked and in many ways, this could have been avoided. And while these are all big-name companies, being susceptible to cyber attacks is happening more often among small...
Executive Spotlight: Chris Doty
In your 20+ years of management, finance, and accounting experience, what would you describe as the most effective strategies for generating results? The first step to an effective strategy is to identify the needs of the organization. Then, set individual-based...
Maintaining business operations in the new working environment
As the COVID-19 vaccine rollout continues and restrictions ease around the world, there have been countless debates on whether the working environment will return to the pre-covid normal. Many of the larger asset managers and global banks have announced their...
How to effectively manage data as market structure evolves
Let’s face it, when it comes to strategic planning, data is the backbone of most businesses’ decision-making and, simply put, is essential. Without accurate, clean, and timely data, businesses are more likely to miss out on prime opportunities. In the investment...