The Rise of Fractional CIOs
Articles, research and insights.
Article - 10 minutes read
FinTech’s Impact on Traditional Wealth Management
What is Fintech's impact on the traditional Wealth Management space, and who we see at Sia Partners, as the leading disruptors to traditional Wealth Management?
Article - 10 minutes read
Art of The Possible: Viability of The Blockchain-KYC Use-Case
What is the art of the possible as it relates to a shared e-KYC platform?
Article - 5 minutes read
Virtual Advice: A Call Center Based Approach to Managed Accounts
Is your firm on board the Virtual Financial Advisor train? New technologies and changing customer preferences have created opportunities for a new approach to wealth management.
Article - 9 minutes read
T+1 Operational Impacts: Today and Beyond
In 2022, the SEC proposed to shorten the current two-day trade settlement cycle to a one-day cycle. This change will require early action to achieve a full transition by the end of 2024. It is critical for firms to make operational and technological enhancements to meet the demands of T+1 settlement
Article - 7 minutes read
Alternative Investment: the road ahead
We examine the road ahead for Managers, Fund Administrators and Broker-Dealers as well as industry challenges and potential operational improvements
Article - 4 minutes read
Sia Partners 2022 International Mobile Banking Benchmark
A study on the current state of mobile banking in the world and a peek into the future.