By Erica Fung
By Leo Chan
I had the opportunity to host a panel discussion at the SS&C Asia Investment Management Summit on the pros and cons of building or outsourcing technology – “build vs. buy.” The panel members included Stanley Yu, Executive Director, Group Technology UBS Wealth Management; Terence Tam, Head of Wealth Management Technology Asia ex Japan, Nomura; and Alek Kwok, Director of Professional Services Group for Asia, SS&C Institutional & Investment Management. Continue reading
I had the honor to introduce our keynote speaker Art Bacci, Head of Principal Hong Kong and former Chairman of the Hong Kong Investment Funds Association (HKIFA) at our Asia Investment Management Summit on October, 18. This year’s Summit brought together asset managers, wealth managers, and insurance executives as we looked at key issues impacting the investment sector by FinTech adoption and regulatory changes. Continue reading
By Jen Molgano and Kendall Reischl
Back from our annual conference, SS&C Deliver, we’re excited and energized after seeing our clients, engaging in sessions and panels, and enjoying the ‘Windy City’. We shared several big announcements during our time in Chicago. Read on in case you missed them. Continue reading
By Michael Volpe
“The wonderful thing about standards is that there are so many of them to choose from.” Rear Admiral (Ret) Grace Hopper
In our recent blog “Building a digital enrollment ecosystem,” we discussed the workgroup formed by LIMRA to address non-healthcare related employee benefits data. Health enrollment data has been standardized by federal law to use the HIPAA 834 enrollment specification format; however, no such standards exist for data from other employee and ancillary benefits (e.g. life, disability, critical illness, etc.).
By Adam Hall
Some professional designations have highly rigorous continuing education programs. They may have strict requirements about the type of training that qualifies, and carry out regular audits of their members to ensure requirements are being met.
By Joe Patellaro
While at the 2017 SuperReturn International conference in Berlin, we surveyed approximately 100 GPs, LPs and other professionals within private equity to learn more about private equity business operations. For more details on the survey results, see our infographic below or read our press release.
By Lisa McLaughlin, Information Security Officer
Today, cyber threats are real and ever changing. In response, regulatory rules must constantly evolve in attempt to mitigate this dynamic threat. In the first of this two-part blog series, we’ll take a look into the complex roles of in-house attorneys and security professionals, and how they are intrinsic to the success of your business by protecting your organization’s sensitive information.
Eric Rocks, Vice President and Managing Director of SS&C Technologies
Running a business is a very dynamic operation that requires taking the time to consider not only how things change, but why things change. By mastering this outlook, financial executives will have a greater ability to manage control over their successes. This is important, particularly when it comes to navigating volatility. While a business might be experiencing an extended period of growth, this can easily be thwarted by increased competition in the marketplace, new technologies or geo-political factors.