Current Trends in the Electronic Payments Industry

The following is a short summary of the keynote speech by Jeff Yabuki, President and CEO of Fiserv, Inc. Jeff talked about four drivers to build growth, profit and loyalty in the financial services industry: 1. “Away From” is the New Global Position Social media has become ubiquitous and is available on every mobile device.  You never […]

Managed Accounts: Future Trends, Projections and Opportunities

This post is a summary from a panel session at the Financial Research Associates 9th Annual Managed Accounts Summit in Boston, MA. Moderator: Phil Masterson, Managing Director, Investment Manager Services Division, SEI. Panelists: Andrew Clipper, Managing Director, Citi Investor Services, Tracy Gallman, SVP, Investment Products & Platform Development, LPL Financial, Paul Oliu, Director of Business […]