Moving Sustainable Investment Funds Into U.S. Defined Contribution Plans

Without clear regulatory guidance, obstacles to sustainable fund adoption will be challenging to overcome.

Regulatory Innovation, Sandboxes, and Tech Sprints: Trends and Global Initiatives

Regulators worldwide have indicated they want financial institutions to experiment with innovative technology.

What HSA Stakeholders Need to Know About the Financial Advisor Sales Channel

Employers are shifting from their traditional sources of HSAs as a new cast of characters challenges the status quo.

COVID-19: Challenges and Opportunities in Financial Services

COVID-19 creates steep challenges for financial institutions, but patches of opportunities exist as well.

The Flow of Security

Understanding the flow is critical to creating strong security and preventing wasted expense and effort.

Open Banking for Corporate Treasury

Understanding the flow is critical to creating strong security and preventing wasted expense and effort.

Consumers in Control: Lending Use Cases for Account Transaction Data

Data from consumers’ account transactions can serve as a robust source of insights.

Buy-Side Fund and Investment Accounting: Overlooked but Not Forgotten

Oversight and risk controls over outsourced arrangements are the main theme for the 2020s for firms with such arrangements.

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GET THE LATEST INSIGHT ON COVID-19’s IMPACT ON THE FINANCIAL SERVICES INDUSTRY

Aite Group’s COVID-19 Resource Center offers research and advice to help you navigate the COVID-19 crisis.

Analyst Insights

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Co-Founder and Research Director
Upcoming Aite Group Event:

Small-Business User Experience Forum

Austin, TX  l  June 10, 2020

Christine Barry, David O'Connell, Gilles Ubaghs

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Upcoming Aite Group Event:

Wealth Management Roundtable & Networking Forum

New York City l  July 15, 2020

Dennis Gallant, Greg O'Gara, Alois Pirker

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