IFS Blog

Ray Mulligan

Managing Director, Product Strategy

Recent Posts

Our Takeaways from the InvestmentNews Innovation Summit

Posted by Ray Mulligan on Apr 24, 2019 10:32:46 AM

Boy! We have some really smart people in our industry! We just came back from the InvestmentNews Innovation Summit in NYC, where IFS was very graciously nominated at a finalist in the Advisor Fintech category by a committee of industry innovators and leaders. Out of hundreds of nominees, we make the top three, a high honor indeed! The afternoon was spent hearing from the icons of the industry, those that have paved the way to better solutions, innovative approaches, and a deeper understanding of what people are looking for from financial professionals.

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Topics: Industry Awards

2018: The Financial Services Industry Plays Capture the Flag

Posted by Ray Mulligan on Dec 5, 2018 11:54:00 AM

Wow, what a year of everyone running towards the same flag at the top of the hill! Trillions of dollars in assets are up-for-grabs, and the transfer of assets is taking place. Just like in the dot-com era, where we heard much about counting eyeballs, this race is about capturing assets. 

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Topics: Financial Services Industry, FinTech, technology

2017 In The Rear View - Populism Overtakes Financial Technology 

Posted by Ray Mulligan on Jan 9, 2018 10:05:10 AM

Trickle-down technology

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Topics: Financial Services Industry

2016 - Year in Review

Posted by Ray Mulligan on Dec 20, 2016 8:30:00 AM

Wow, what a year it has been! Financial Technology  (“FinTech”) continues to move at a torrid pace. Change, evolve, adapt, respond, expand – the pressing demands and what is being delivered to meet those demands continue to amaze and astound.

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What Does a Cup of Coffee Have to Do with Client Onboarding?

Posted by Ray Mulligan on May 25, 2016 10:09:49 AM

In this series of blog posts, we are exploring the reason why organizations go through the effort, expense and disruption of pursuing process automation projects. This post explores our thought process when we think about end-to-end process efficiency in automation efforts.

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Topics: Business Process Automation, Onboarding, Useful Resources

The DOL is Coming, the DOL is Coming-Final DOL Fiduciary Rule Summary

Posted by Ray Mulligan on Apr 8, 2016 11:17:18 AM

So, we finally have the ruling, after much anticipation and final DOL fiduciary ruleprognostication (including from us at IFS) the DOL Best Interest Contract Exemption ruling has been published, all 317 pages of it. If you need a little sleep aide, the entire document can be found here. The general consensus is that the final ruling is a reduction in burden to the financial services community, while still staying true to the clear objective to protect the individual investor and their retirement assets from excessive fees or unsuitable investment products.

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Topics: Industry News, Useful Resources, DoL, Regulatory Matters

The ROI of Process Automation - Part I

Posted by Ray Mulligan on Mar 16, 2016 12:13:19 PM

Why go through the costs and change that process automation projects bring?

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Topics: Business Process Automation, Onboarding, Financial Services Industry

The DoL Best Interest Contract Exemption & What It Means for You

Posted by Ray Mulligan on Feb 4, 2016 11:10:30 AM

Have you spent a lot of time and resources trying to understand and prepare for the upcoming Department of Labor Best Interest of the Client Exemption proposal that will be finalized later this year? We sure have—because it will create big changes for our clients and the financial services landscape. The proposal means significant changes for almost all parts of your organization:

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Topics: Onboarding, Industry News, DoL, Regulatory Matters

2015 Year in Review - The Continuing Evolution of Financial Services

Posted by Ray Mulligan on Dec 16, 2015 10:51:32 AM

As is the case in the rapidly-evolving industry of financial services, 2015 was a year of exciting changes in terms of the products and services that are available to the financial consumer. As we reflect back on the year, let’s take a look at some of the most meaningful industry trends from 2015.

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Topics: Onboarding, New Account Opening, Financial Services Industry, Industry News

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