Top 5 Takeaways from SIFMA Ops 2024: Designing the Future of Connected Data
SIFMA Ops was a highlight of my year. The conference waspacked with interesting people, ideas, and insights into what’s ahead for our industry. At...
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October 2, 2024 / 4 Min Read
SIFMA Ops was a highlight of my year. The conference waspacked with interesting people, ideas, and insights into what’s ahead for our industry. At...
September 27, 2024 / 18 Min Read
Data modernization isn’t just the latest trend; it’s a critical and competitive element of success for wealth enterprises. Join BetaNXT’s...
September 17, 2024 / 1 Min Read
The wealth tech provider is helping future-focused firms move forward on their digital journeys with a groundbreaking pilot program.
September 13, 2024 / 3 Min Read
BetaNXT CEO Robert Santella discusses how wealth management enterprises can harness the power of connected wealth and connected data.
August 20, 2024 / 3 Min Read
We’re talking to leaders about significant changes in the industry and their organizations – progress regarding product, process, technology, or...
August 15, 2024 / 2 Min Read
2024 has been, and will continue to be, the year of the advisor. Over the past decade, wealth management organizations have increasingly focused on...
July 9, 2024 / 16 Min Read
Stephen C. Daffron talked with The San Francisco Experience in June about the significance of data transparency and interconnected data, and how...
May 22, 2024 / 5 Min Read
May 28 is launch day for T+1 – the rule that will shorten the securities settlement cycle to trade date (T) plus one day. Currently, firms are...
April 29, 2024 / 2 Min Read
AI has emerged as a dominant force, reshaping, and even spawning discussions about the future across various sectors.
April 29, 2024 / 2 Min Read
In the realm of wealth management, client letters are pivotal. Items such as welcome letters, account change, and other regulatory notices are more...
April 11, 2024 / 3 Min Read
Avoid the hype, implement AI solutions with a long-term strategy, develop trusted data, and safeguard client privacy.
April 11, 2024 / 16 Min Read
Stephen C. Daffron and Craig Iskowitz discuss integration between BetaNXT and other Motive companies, about competition and cooperation between...
For this podcast, Stephen C. Daffron talked with The San Francisco Experience about the significance of data transparency and interconnected data, and how the modern investor is shaping the demand curve.
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