Category: Articles
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Electronic communications and the global asset management regulatory landscape
Joseph Denton and Daniel Striebich report on the SEC’s focus on off-channel communications since 2021 as well as how asset…
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5 steps to define and articulate your brand
The greatest ambassadors for your brand are your employees. Therefore, it is vital that they have some emotional connection with…
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Business intelligence and reporting excellence for private markets
The expectations of investors and regulators in private markets continue to increase. Lionpoint works with private markets clients to enable…
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Exchange Traded Funds: Industry overview, trends & operating model considerations
Exchange Traded Funds have emerged as one of the most prominent and fast-growing investment vehicles in the North American market,…
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Disclosure management: A necessary evil or a competitive advantage?
Long thought of simply as a ‘check-the-box’ activity, Disclosure Management is becoming increasingly important within the asset and wealth management…
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Crafting your story to sell a solution, not push a product
We all know how it feels to be talked at. It hardly leaves a positive impression. When a speaker is…
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M&A perspectives: Unlocking value through technology due diligence
As financial services firms—particularly in asset management, wealth management, and insurance—navigate a rapidly changing competitive landscape, technology continues to be…
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Underwriting workbench: Navigating the vendor landscape
Our whitepaper explores the underwriting workbench, offering valuable insights to help insurers make informed vendor choices.
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Embracing change of digital assets on the wealth management industry
Wealth Managers find themselves at an inflection point in the evolving landscape of Financial Services, where the rising demand for…