Investment Management

Investment management is the activity of a financial advisor or financial services company that oversees and makes decisions regarding the investments of an individual, company, or other institution’s financial portfolio. The activities undertaken including the selection, purchase and sale of securities in a portfolio. In general, a portfolio is managed against an specific set of targets and objectives, including geographich focus, industry sectors, types of securities held and risk profile.

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Event Report: SIFMA Private Client Conference, 2019

I had the opportunity recently to attend SIFMA’s Private Client Conference (April 10-12, 2019) which brings together leaders from the wealth management industry to examine and discuss top issues facing…

Lessons from Fast Food: What Wealth Management Can Learn

Wealth management firms take a note from fast food companies when creating their compensation and performance plans.

Remaking the client experience in wealth management: BISA 2019 Report

BISA 2019 upshot: to succeed in the wealth advisory business, advisors need to figure out how to deliver a richer, more human experience to their clients – and technology can…

How to Start a Podcast as a Wealth Management Firm

If your company or firm is looking to launch a podcast, follow our guide to ensure you are taking the right steps.

5 Perks The Financial Industry Can Offer Top Performers

Wealth management firms can boost employee performance by showing support through these perks and benefits.

Rick Scearbo, Xtiva Chief Revenue Officer, Talks the Benefits of…

Xtiva's CRO Rick Scearbo talks about the benefits of account based marketing for wealth management firms.

5 top takeaways from FSI OneVoice 2019

Here are our 5 top takeaways from the recent FSI OneVoice 2019 event in New Orleans.

Working With Xtiva

Learn about the best parts of working at Xtiva and see current opportunities.

25 Ways your Incentive Compensation Program is Leaking Profits from…

Here's how your financial services business may be losing revenue and profits through a wide range of seemingly small inefficiencies, poor procedures, misalignments, and human errors.

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