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Below you will find valuable third-party sites and helpful resources. If you have a favorite resource that's not included in the list, please let us know we will add it!
Industry Events
Industry Membership Organizations
- 3PM (Third Party Marketing Association)
A forum for third party marketers and investment managers.
- AIMSE (Association of Investment Management Sales Executives)
Professional organization dedicated to serving the needs of investment management sales and marketing professionals.
- CFA Institute
Global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. Promotes the highest ethical standards and offers a range of educational opportunities online and around the world.
- IAA (Investment Adviser Association)
Not-for-profit association whose membership consists exclusively of federally registered investment adviser firms.
- Institute for Private Investors (IPI)
Preeminent global membership network for families of substantial wealth.
- Institutional Investor Financial Technology Forum (FTF)
Established in 1996, Financial Technology Forum (FTF) is the premier network for technology leaders from major investment management firms, serving as a “think tank” for members to interact and develop their professional skills.
- Institutional Investor TraderForum
TraderForum, founded in 1984, is the premier invitation-only membership network for buyside traders at leading asset management firms nationwide. Through interactive meetings and conferences and thought-provoking surveys and research studies, trading professionals at more than 90 firms are given invaluable resources to gain a competitive edge in their industry.
- NSCP (National Society of Compliance Professionals)
Nonprofit, membership organization dedicated to serving and supporting compliance officials in the securities industry.
- PAICR (Professional Association of Investment Communications Resources)
Non-profit membership organization that empowers investment marketing and communications professionals through cutting-edge opportunities for professional development, continuing education and networking at association events.
- PMNG (Performance Measurement Networking Group)
Professional networking and information-sharing forum for investment professionals serving in various functional capacities involving performance measurement and reporting, attribution, and analytics.
- SIFMA (Securities Industry & Financial Markets Association)
Born of the merger between The Securities Industry Association and The Bond Market Association, SIFMA is the single powerful voice for strengthening markets and supporting investors -- the world over.
Industry Publications
- Advisor Perspectives
A newsletter and database geared to advisors serving high- and ultra-high net worth investors
- Bob's Guide
The Guide to Software & Technology in Asset Management, Banking & Risk Management
- Financial Technologies Forum (FTF)
Community of people and companies driving the post-trade processing industry
- IAWatch
Compliance News, Guidance & Best Practices
- InvestmentNews
News and analysis essential to the business of financial advisers
- Wall Street & Technology
Industry-focused content, plus exclusive breaking news and weekly roundups of the biggest stories in compliance, electronic trading, operations and investment management
- Waters Technology
Financial Information & Technology Industry News, Commentary & Analysis. Publications include Inside Market Data, Inside Reference Data, Buy-Side Technology, and Sell-Side Technology. Training and events also offered.
Industry Training & Learning Resources
- ACF Academy
Development for Finance Professionals
- Financial Markets World
Cutting-Edge Training and Networking Events for Global Financial Markets
- Securities Operations Forum
As an information center for operations professionals in the financial services industry, Securities Operations Forum provides training courses, workshops, conferences, news and research to banks, broker/dealers, insurance companies, vendors, regulatory agencies and industry associations.
Regulators & Exchanges
SS&C | Advent-Specific Resources
Tools & Handy Resources
- Bank Holidays
Informs you of all the days when banks (as well as stock exchange & school holidays in a number of countries) are closed due to religious or public events.
- Big Charts
Market watch
- CostBasis.com
Calculator for Stock Spinoffs...for all your cost basis questions.
- EOD Data
Download FREE end of day stock market quotes and historical data for many of the world's top stock exchanges.
- Investopedia
Your Source for Investing Education - dictionary, articles, tutorials, free tools and more!
- InvestorWords.com
The biggest, best investing glossary on the web!
- OneWire
The Finance Career Management Tool - Precise connections between finance professionals and firms.
- Yahoo! Finance
Yahoo! Finance
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