Perficient is at the AI Summit in New York City and there’s a lot of great content and insights. Jeff McMillan, Chief Analytics and Data Officer at Morgan Stanley Wealth Management gave a great session about AI and what he’s learned. In many ways, his insight mirror what Christine Livingston has to say about AI in […]
Posts Tagged ‘Morgan Stanley’
Can A Fiduciary Determine If A Fund Is TOO Cheap?
What happens when the unstoppable force of retirement services recordkeeping faces the immovable object of low-fee funds? We’ll probably have to wait for the courts to decide. Recently, Fidelity Investments, TD Ameritrade, and Morgan Stanley all announced that they will be charging additional fees to customers who invest in The Vanguard Group’s funds. While this […]
Why Banks And Insurance Companies Need To Continue Investing In Tech
While some companies are keen on trimming the number of legacy IT applications through consolidation, they all agree that investments in technology are critical when it comes to operating in a digital world that has created incredibly high customer expectations. The adoption of mobile devices has significantly changed the operating landscape. During his remarks that […]
What Does President Trump Really Think Of Dodd-Frank?
Yesterday, President Donald Trump signed an executive order that is aimed at reducing regulation across all industries. Part of his push, which has been framed to help small and large companies alike, requires departments and agencies to “identify at least two existing regulations to be repealed” for every new one proposed. When it comes to […]