In the midst of the coronavirus, even with filing extensions allowed, this is the season when investment advisors who do business in the US must file...
The broad promise of AI is that it will allow humans to make exponentially faster decisions and invoke deeper analytics. Let’s explore what the future...
The investment management industry runs on data. Organizations build their businesses around carefully constructed, disciplined processes of collecting and analyzing information that are designed to give...
Defining the Digital Diligence Moment: When the investment management industry no longer depends on emails, multiple Word documents, and PDFs to exchange diligence information, and instead...
A document is a representation of thought that is written, drawn, presented, or memorialized. Over the years documents have evolved as a means to structure a...
It’s 2017 and Alexa, Siri, and Google Assistant are household names. Shouldn’t reviewing regulatory filings be as easy as asking this question? Though we...