Wealth Management and Big Data
Today, we are witnessing substantial shifts in how financial services information is vetted and delivered. Firms are searching for more efficient...
How Wealth Managers Can Optimize Tax Management All Year Long
Michael Pass is President of Maxit, a BetaNXT business, which provides data, technology and insight that empower better investment decisions and...
How to Improve the Advisor and Client Experience in 2024 — and Beyond
“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...
True Innovation Requires Revolutionary Partnerships
This week, we announced a groundbreaking partnership with TIFIN AMP that promises to reshape the landscape of fund distribution. This alliance marks...
5 Key Facts about the New Tailored Shareholder Reports
Shareholder reports are changing. New rules, introduced by the Securities and Exchange Commission (SEC), require open-end mutual funds, including...
Navigating the SEC Name Change Ruling
In a move that promises to reshape the landscape of the financial industry, the U.S. Securities and Exchange Commission (SEC) has finalized a...
Enhancing Shareholder Experience and Engagement Through E-delivery and Interactive Communications
Defiant against an era of ubiquitous electronic communications, the police force of Odisha, India maintains the world’s last carrier pigeon service...
Integrated Online Platform Optimizes the Investor Experience for Annual Meetings
Annual meeting planning is well underway for many public companies at this time of year. Providing a customized shareholder experience is paramount...
Investment Funds Explore Name Changes as SEC Takes Aim at Greenwashing
Ethical investing has soared in popularity as awareness of environmental, social and governance (ESG) factors has grown among both retail and...
SIFMA’s 2023 Annual Meeting: Fireside Chat with Stephen C. Daffron
A conversation with Stephen Daffron, Chairman & CEO of BetaNXT and Joe Seidel, Chief Operating Officer of SIFMA on the current shifting...
How Consolidating All Tax and Cost Basis Services Boosts Revenue and Reduces Risk
Taxer services are being transformed by real-time, digital data that provides foundation for automated tax reporting and cost basis accounting. The...
Updates to SRD II: Recommendations from the ESMA and EBA Review
Financial regulators in Europe have reviewed the functioning of SRD II, with input from issuers, investors and intermediaries. Areas for improvements...
| 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.
