SmartBrief Originals
News and original analysis on the finance and accounting sectors.
Schwab IMPACT speakers: Fixed income having strong year, will remain key in diversification

Fixed income has seen strong demand, and investors should maintain bonds as a crucial part of their portfolios in the years ahead, experts at Schwab IMPACT said.

Schwab IMPACT panel: China offers expanding investment opportunities

China is presenting more avenues for investment as consumer services drives its economy, according to a Schwab IMPACT panel.

CFO: Build that team!

Finance chiefs can't excel without a great team. Here's an expert on how to build that bench.

The CFO as IT champion

CFOs control budgets, and they also should be making sure technology investment is properly prioritized.

CFOs and CISOs have an opportunity to collaborate

CISOs and CFOs both benefit when they build a relationship.

How life insurers can tap into the power of digital marketing
Sponsored Content

To make personal connections with potential life insurance customers, marketing teams are leveraging data and analytics to shape their conversations.

FINRA offers helpful tips and tools for regulatory compliance

FINRA's collection of resources provides useful help for compliance professionals

Optimizing your digital marketing to reach insurance shoppers
Sponsored Content

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
Sponsored Content

Use acquisition and retention triggers to reach consumers looking for insurance and improve your marketing

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

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.

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.