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...
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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...
November 15, 2023 / 1 Min Read
Ethical investing has soared in popularity as awareness of environmental, social and governance (ESG) factors has grown among both retail and...
November 13, 2023 / 7 Min Read
A conversation with Stephen Daffron, Chairman & CEO of BetaNXT and Joe Seidel, Chief Operating Officer of SIFMA on the current shifting...
October 25, 2023 / 2 Min Read
Taxer services are being transformed by real-time, digital data that provides foundation for automated tax reporting and cost basis accounting. The...
October 25, 2023 / 3 Min Read
Financial regulators in Europe have reviewed the functioning of SRD II, with input from issuers, investors and intermediaries. Areas for improvements...
October 19, 2023 / 3 Min Read
Virtual shareholder meetings (VSMs) continue to grow in popularity. According to the Harvard Law School Forum on Corporate Governance, the number of...
October 19, 2023 / 2 Min Read
The first full proxy season following the introduction of Rule 14a-19, which requires the use of universal proxy cards in contested director...
October 19, 2023 / 1 Min Read
One of the biggest ways to engage shareholders is through virtual annual meetings. But what happens the rest of the year?
October 18, 2023 / 1 Min Read
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.
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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