2024 will certainly bring new challenges or resurface old ones, but history has shown the markets often dance to their own music. More than ever before, it is clear that transformative change―from market structure to technology―requires firms to take a strategic, long-term approach to business and technology decisions. That’s easier said than done when finance, technology, and business are consumed by very real short-term challenges.
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About the Author

William Trout
William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform automation; data capture, storage and analytics; and portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and wholesaling and distribution services, as well...