Corporate Moves
AI-Native Research Platform for Allocators Launches
ProAllocate aims to make asset managers’ insights more easily accessible for institutional investors.
Tag: marketing
Research
How AI Can Help Asset Managers Do Their Jobs
Digging up data, boosting productivity, divining client needs—these are among the benefits artificial intelligence can bring, per a BCG report.
Regulation
FINRA Proposes Allowing Projected Performance in Marketing to Institutional Investors
The regulating body breaks with its previous skepticism of projected performance, but only for qualified purchasers and institutional investors.
Regulation
Morningstar to Pay $3.5 Million SEC Conflict of Interest Penalty
Analysts conducted both sales and ratings operations, the US securities regulator said.