Enhancing Shareholder Engagement: How Digital Meetings Foster Inclusivity and Accessibility
In recent years, the way companies hold annual meetings has undergone a major transformation, with many shifting from traditional in-person...
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January 22, 2025 / 1 Min Read
In recent years, the way companies hold annual meetings has undergone a major transformation, with many shifting from traditional in-person...
January 15, 2025 / 2 Min Read
How well do your retail brokerage clients understand their rights as shareholders and the voting process for exercising them?
January 9, 2025 / 2 Min Read
Rising numbers of retail investors is a welcome trend for the wealth management industry, but among issuers, it entails a new challenge: how to build...
January 3, 2025 / 2 Min Read
The United States Postal Service (USPS) has been periodically increasing the price of First-Class Mail, reflecting ongoing changes in operational...
December 19, 2024 / 3 Min Read
Russ Alan Prince of Financial Advisor Magazine and Sherry Moreland from BetaNXT discuss the digitization of information flow between advisors and...
November 12, 2024 / 1 Min Read
The corporate actions lifecycle is time-consuming, prone to errors, and costly. Despite the widespread adoption of digital technology throughout the...
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.
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...
December 7, 2023 / 2 Min Read
Shareholder reports are changing. New rules, introduced by the Securities and Exchange Commission (SEC), require open-end mutual funds, including...
November 16, 2023 / 2 Min Read
In a move that promises to reshape the landscape of the financial industry, the U.S. Securities and Exchange Commission (SEC) has finalized a...
November 16, 2023 / 2 Min Read
Defiant against an era of ubiquitous electronic communications, the police force of Odisha, India maintains the world’s last carrier pigeon service...
November 15, 2023 / 1 Min Read
Annual meeting planning is well underway for many public companies at this time of year. Providing a customized shareholder experience is paramount...
BetaNXT recently surveyed nearly 250 decision-makers in the investment and wealth space, exploring their perspectives, priorities and challenges in achieving data modernization.
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