DATA: THE OIL OF THE 21ST-CENTURY ECONOMY
Data is an asset. In today’s digital world, it has more value than 20th-century assets, such as buildings and equipment. The future will belong to those companies that elevate their ability to collect, analyze and gain insight from data to improve the customer experience and gain market share. Smart organizations, of course, have always been data driven. What is different today is the means for gathering, the amount available and the unprecedented growth rate of data being ge
WHEN REFINANCING DOES (AND DOESN’T) MAKE SENSE
With mortgage rates nearly 100 bps lower today than in the first quarter of 20191, many of your clients may be considering refinancing their current mortgage. If they haven’t already discussed refinancing, it may be a good idea for you to start that conversation. Click here to read the entire article. #ThoughtLeadership
THE FUTURE STATE OF ASSET MANAGEMENT
Are your clients’ portfolios positioned for the profound changes that are likely to affect every investment they own, as well as the very foundation of our financial system? In a provocative white paper published by BNY Mellon Investment Management, Future 2024: Future-Proofing Your Asset Allocation in the Age of Mega Trends, two secular trends were identified that will reshape the asset management industry and require financial advisors to consider future-proofing their clie
