The Best Ways for Issuers to Reach and Engage Retail Shareholders
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...
T+1: Why This Time Feels Different from T+2
Learn the genesis of each shortening of the settlement cycle, why T+1 is an event-driven mandate with a higher degree of complexity, and more.
Leave it to the Experts: Why it Makes Sense to Outsource Operations to BetaNXT
No matter how tech-savvy and automated a wealth management firm becomes, there’s always a degree of people and process. This work is required,...
Data-Driven Wealth Management With Stephen C. Daffron
In a recent Advisorpedia podcast, Stephen C. Daffron, Chairman and Chief Executive Officer of BetaNXT, talks with Advisorpedia founder Doug Heikkinen...
3 Ways Connected Data Improves Corporate Action Election Processes
The operational challenge of managing mandatory and voluntary corporate action (CA) events is complicating life for brokers as their volume...
BetaNXT CEO Stephen C. Daffron Talks Moving to T+1 Settlement and More
BetaNXT CEO Stephen C. Daffron Discusses SIFMA, Moving To T+1 Securities Settlement, and How Wealth Management Can Use Better Data to Make Better...
Q&A Blog Series: Digitizing and Consolidating Client Communications
Many financial services organizations are still using large and complex applications to manage client communications processes, delivering a...
Q&A Blog Series: A True End-to-End Shareholder Meeting Solution
Unlike annual shareholder meetings, special meetings of shareholders are called only when a significant, urgent matter arises that needs shareholder...
How Funds Can Solve the Beneficial Ownership Communications Challenge
In the 1980s, the Securities and Exchange Commission (SEC) introduced the Objecting/Non-Objecting Beneficial Owner (OBO/NOBO) classification...
Creating a Frictionless Wealth Management Experience with Stephen C. Daffron of BetaNXT
Shannon Rosic, director of WealthStack Content and Solutions, speaks with Stephen C. Daffron, CEO of BetaNXT, on creating a “frictionless”...
Untangling Motive and Clearlake’s Acquisition of Mediant Communications
WealthManagement.com's tech columnist Davis Janowski adds context and history to the Mediant acquisition by BetaNXT.
BetaNXT just completed its acquisition of Mediant Communications. BetaNXT itself has only been around since July of 2022 – what is it?
Advisor Hub talks to our Chairman and CEO Stephen C. Daffron about BetaNXT’s vision and the challenges facing advisors and investors.
| January 3, 2024
“If you can’t keep up, you can’t play” is a schoolyard taunt now echoing across wealth management. The pace of change in our industry has been remarkable and continues to accelerate. We are at the apex of a steepening demand curve driven by a new generation of investors who require easy access to near real-time information delivered with context and substance.
