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Archive for category Finance White Papers

Digital Resilience: Technology Stocks Point Toward Recovery Free white papers, case studies, magazines, and eBooks

As your clients look to you for answers in this rocky time, certain business models/sectors may offer the best ones. During this economic downturn, businesses that focus on e-commerce, digital payments, cloud services, and mobile technologies have demonstrated a unique form of resilience. This means, even as the broader economy tries to regain its footing, tech could continue to outperform other sectors and be a smart choice. 

Read this article now to learn more about technology trends and what the pandemic continues to teach us about the realities of contemporary economic activity. This includes:

  • Durable trends 
  • What growth has looked like for digital-first companies
  • Ways to measure company resilience 
  • How soon overall growth may begin for the larger market

Discover how you can discern the most attractive tech opportunities for your clients and make yourself a more valuable and trusted partner during this time of crisis.

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Sector Dispersion Creates Opportunities for Long/Short Equity Funds Free white papers, case studies, magazines, and eBooks

As you struggle to predict which stocks and companies can weather the continuing economic impact of the COVID-19 pandemic, it can be hard to figure out what to do next for your clients. The economy continues to create some extreme gainers and decliners, which has led to wide sector dispersion. While this can create problems in general, it can also spell opportunity for long/short equity funds, which can also provide a hedge for investors looking for downside protection.

Read this article now to understand how a strategy of investing in long/short equity funds can work, in spite of the variance in sector performance. You will discover:

  • Which industries are already on the plus side of sector dispersion
  • Why flexibility within the sectors is key
  • How to find opportunities in healthcare, tech, and financials

Your clients look to you for advice in a market that remains volatile. Uncover opportunities that can be found in long/short equity strategies and trends.

 

For Broker/Dealer Use Only. Not for use with the public. 

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Strategic Opportunities in Today’s Credit Markets Free white papers, case studies, magazines, and eBooks

Date: Wednesday, October 21, 2020

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Editorial Webcast Sponsored by: Eaton Vance

Most investors understand and appreciate the value of bonds in their portfolios, but there is always room to revisit current allocations and explore more options. The current economic and financial conditions continue to affect the fixed-income arena, and they may keep shifting as we approach the U.S. elections and in light of the continuing pandemic.

Join this complimentary webcast to receive critical input on what key economic and financial trends are most influencing the fixed-income arena today and talking points to share with your clients. You will also:

  • Learn about the different investment opportunities available in today’s challenging credit markets
  • Increase your understanding of the pros and cons of investing in the different bond types/sectors in late 2020
  • Get helpful details on fixed-income products tied to floating rate loans, emerging market debt, high-yield strategies and more

Speakers:

Michael Wedekind | AVP, Senior Investment Analyst | Envestnet | PMC

Michael Finke | Professor of Wealth Management | Frank M. Engle Chair of Economic Security at the American College of Financial Services

Robert Jenkins | Global Head of Research | Refinitiv

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Streamlining the In-Branch Experience with Automation and Outsourcing Free white papers, case studies, magazines, and eBooks

It’s a trend that has been coming for some time: Consumers are switching more and more to the convenience of online and mobile banking. This effect has been compounded by world events (pandemics, natural disasters, social unrest and curfews), further driving consumers to online banking. The overall result has been fewer visits to branch locations. Some banks and credit unions, no longer seeing the return on their investments, have begun programs to shut these down.

Alternatively, banks and credit unions that have looked beyond merely closing branches or emphasizing the in-person experience are gaining a competitive advantage.

In this white paper, you will:

  • Learn how the in-person branch experience can be optimized to future proof for customer conversion and retention.
  • Be introduced to cost-effective and safe tools now available that can improve brand loyalty.
  • Discover the benefits of outsourcing automation to achieve your branch goals.

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Microsoft Dynamics 365 vs. Oracle Cloud ERP Ratings Compared Free white papers, case studies, magazines, and eBooks

Microsoft Dynamics 365 or Oracle Cloud ERP—which is a better fit for your business? Each has its pros and cons while offering similar features and benefits. That’s why these two products are so often compared to one another.

But, the differences between them could mean the success or failure of the tool for your business. To learn more, you need to hear honest feedback from other software users.

To help you with that, we analyzed reviews from actual users who scored these products on things like value, ease of use, and more—so you have the info you need to choose your ideal software.

Download this report to reveal the results of our study. In addition to your download, you’ll be able to chat with an advisor in your industry and get personalized software recommendations.

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Infor VISUAL vs. Workday Ratings Compared Free white papers, case studies, magazines, and eBooks

Infor VISUAL or Workday—which is a better fit for your business? Each has its pros and cons while offering similar features and benefits. That’s why these two products are so often compared to one another.

But, the differences between them could mean the success or failure of the tool for your business. To learn more, you need to hear honest feedback from other software users.

To help you with that, we analyzed reviews from actual users who scored these products on things like value, ease of use, and more—so you have the info you need to choose your ideal software.

Download this report to reveal the results of our study. In addition to your download, you’ll be able to chat with an advisor in your industry and get personalized software recommendations.

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How To Tell If Your Company’s Tuition Assistance Program (TAP) Is Leaving Money On The Table Free white papers, case studies, magazines, and eBooks

Today’s working environment is fluid. It’s in a constant state of change, and the tasks and responsibilities of employees are always evolving. Now, more than ever, tuition assistance is becoming an important consideration for both job seekers as well as organizations.

Despite the growth in popularity however, there are often fundamental flaws in the manner in which tuition assistance programs are being executed by companies – thereby reducing their effectiveness.

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What the Future of Wealth Management Technology Means for Advisors Free white papers, case studies, magazines, and eBooks

Date: Wednesday, October 14, 2020

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Editorial Webcast Sponsored by: BNY Mellon | Pershing

Technology, such as artificial intelligence, continues to revolutionize the financial advice business, letting you process larger amounts of data to get better analysis. These rapidly changing resources also can positively impact how you generate client reports and communications, business performance measurements/tracking, and other areas of practice management.

Join this complimentary webcast to sort through the complexity of wealth management technology, as well as identify key ways tech changes affect client-facing (front office) and advisor business-focused (back office) processes. Experts will also:

  • Increase your understanding of the main technology trends affecting the financial-services industry and your practice
  • Help you better grasp the ways new analytical tools can boost your business performance and potential
  • Clear away some of the mystery so you can move ahead with innovations that promise beneficial transformation and an improved ability to help investor clients

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Five Ingredients for Finance Transformation Free white papers, case studies, magazines, and eBooks

A spate of advances in databases, data processing, analytics and tools addressing the user experience as well as the application of artificial intelligence will free up much of the time now required by unproductive manual processes. This will allow the chief financial officer and controller to refocus the mission of the department and will enable it to realize the longstanding ambition of finance transformation: becoming more of a strategic partner to the rest of the company.

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2020 Buyer’s Guide to Accounting and Financial Software Free white papers, case studies, magazines, and eBooks

In today’s complicated business climate, is your accounting software helping you grow and compete—or holding you back?

This guide will help you understand whether it’s time to make a move. You’ll discover:

• Why most financial software systems hinder your ability to get good financial information

• The six key questions you need to ask before considering a move to a cloud-based financial solution

• Why the process for evaluating software is different for cloud solutions—and the seven things to make sure you’ve got in writing

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