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.
Q&A Blog Series: The Role of Security, Risk and Compliance Inside and Outside the Company
In today's age of high-profile data breaches and rapidly evolving regulatory landscapes, security, risk and compliance (SRC) professionals have their...
SEC Insider: New SEC Rules for Universal Proxy Cards
In SEC Insider by DFIN, Jean Luther, Mediant Director of Compliance, and Ron Schneider, DFIN Director of Corporate Governance Services, discuss...
5 Ways to Drive eDelivery Adoption
Americans are online more than ever these days, including more than 93% of adults, according to the Pew Research Center. What’s more, results from a...
The ABCs of the New Universal Proxy Rule
In November 2021, the Securities and Exchange Commission (SEC) approved a new rule that requires organizations to share proxy cards for contested...
Mediant's Guide to the Beneficial Shareholder Voting Process
How well do your retail brokerage clients understand their rights as shareholders and the voting process for exercising them?
Demystifying the De-SPACing Process
Transactions utilizing special purpose acquisition companies (SPACs) are more popular than ever. In the first four months of this year, SPACs, also...
Industry Collaboration on VSM Access Bodes Well for Achieving End-to-End Vote Confirmation
The COVID-19 pandemic has caused no end of disruption, but it instigated a few positive developments. For the proxy voting industry, one such outcome...
What the New Digital Legal Proxy for Virtual Shareholder Meetings Means for Brokers
Imagine you've bought tickets for a concert and you've paid extra to go backstage and meet the performers. The big night arrives, but when you turn...
| July 9, 2024
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.
