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...
News and Media
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...
Data-Driven Wealth Management With Stephen C. Daffron
In a recent Advisorpedia podcast, Stephen C. Daffron, Chairman and Chief Executive Officer of BetaNXT, talks with Advisorpedia founder Doug Heikkinen...
BetaNXT CEO Stephen C. Daffron Talks Moving to T+1 Settlement and More
BetaNXT CEO Stephen C. Daffron Discusses SIFMA, Moving To T+1 Securities Settlement, and How Wealth Management Can Use Better Data to Make Better...
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....
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.
| 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.
