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...
Know Better. Do Better. Stephen C. Daffron at SIFMA Ops 2023
As technology supercharges data access and transparency, opportunities to bring the benefits of sound investing to more individuals multiply....
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.
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...
Stephen C. Daffron, how Motive and BetaNXT are helping drive the industry transformation in Wealth and Asset Management
A discussion of BetaNXT's carve out between Stephen C. Daffron, our Chairman and Chief Executive Officer, and Motive Partners Raunak Sainani,...
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...
| 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.
