In our most recent podcast with Chantal McNeily, Investment and Wealth Advisor at RBC Dominion Securities, we discuss the unique challenges women face when it comes to managing our finances and achieving…
In our most recent podcast, we bring to you a conversation on ESG investing within a public markets context with Leslie Nicholson, Chief Product Officer of BITA. BITA is an index provider…
In our most recent podcast we bring to you a conversation on ESG investing within a public markets context with Leslie Nicholson, Chief Product Officer of BITA. BITA is an index provider…
Last week we posted about how technology is reshaping the landscape by offering innovative indexing and rule-based solutions that create scalability and remove subjectivity from the process. In addition to…
In our recent podcast "LockDocs Presents" we bring to you an insightful conversation on ESG investing within a public markets context with our Co-Founder & CEO Anne Marie Stetler and…
Over the last few weeks we’ve posted about the importance of marketing. Measuring the ROI on marketing spend is notably tricky. Matthew Craig-Greene, Founder of Brandstory Partners, explains lead scoring is…
When it comes to sales and marketing, marketing doesn’t always get the attention it deserves. Why should investment firms care about their branding and marketing strategy, especially in today’s challenging…
Join us for an insightful conversation between LockDocs CEO Anne Marie Stetler and Lillian Ferndriger, Director of Alternatives Distribution at BMO Asset Management. They discuss some of the trends Lillian is seeing in…
LockDocs Co-Founder & CEO Anne Marie Stetler and Stephanie Tjon from the OSC Innovation Office were recently guests on CAASA's podcast with James Burron. They had a great discussion about what the OSC learned from…
The OSC Innovation Office’s report summarizing the findings of their debut TestLab program is full of significant insights regarding the future of RegTech and how both regulators and service providers…