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...
Funds
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...
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...
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...
7 Common Myths About Virtual Annual Meetings Debunked
Virtual shareholder meetings (VSMs) continue to grow in popularity. According to the Harvard Law School Forum on Corporate Governance, the number of...
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...
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...
| 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.
