SmartBrief Originals
News and original analysis on the finance and accounting sectors.
Optimizing your digital marketing to reach insurance shoppers
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Insurers can reach the right customers through data-driven tools that compliment marketing efforts across channels

Make your marketing dollars work harder: How to use triggers to reach active insurance customers
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Use acquisition and retention triggers to reach consumers looking for insurance and improve your marketing

Objectives-based investing can involve a vast array of products and great responsibility for advisors, an expert panel said at BNY Mellon Pershing INSITE 2019.

Investors need to ensure they have the right fixed-income allocations as yields are struggling, experts said at BNY Mellon Pershing INSITE 2019.

Registered investment advisor firms need to consider a range of factors before pursuing merger-and-acquisition deals, experts said at BNY Mellon Pershing INSITE 2019.

United Nations Sustainable Development Goals

This successful professional changed his career so he could help change the world.

WokenUp

WokenUp could be the go-to platform for positive social media

Trading Desk

BNY Mellon, AcadiaSoft combine to offer initial margin calculations, reconciliation and message handling for buy-side.

Singapore Exchange SGX

SGX’s creation helps clients meet new Basel III regulation and rules covering uncleared OTC contracts

Author and wealth manager John Christianson discusses wealth, happiness and success

Trading Desk

CQG details new alliances with Small Exchange and PanXchange

FIA Boca 2019

Exchange leaders address topics from Brexit to blockchain

The original goals of the Dodd-Frank Act have largely been met, but some barriers to participation remain, experts said at FIA Boca 2019.

Regulators from around the world gathered at FIA Boca 2019 to discuss the emerging technology-related challenges they’re facing.

Futures Industry Association President and CEO Walt Lukken

FIA warns of negative consequences of disjointed market regulations