BNP eyes expanding ops suite for fund clients

Two-year plan includes making fund services available for private equity, ETFs

Emily Sakamoto 23 May, 2018

Execs say data allows their firms to have more transparent, personalized communication with clients, prospects

Julie Mansmann 25 May, 2018

Bucketing requirement is a focus of the combined effort

Mariah Brown 24 May, 2018

Bucketing requirement is a focus of the combined effort

Mariah Brown 24 May, 2018

The regulation goes into effect May 25

Jason Bisnoff 22 May, 2018

Early discussions can help bridge broker-dealer, adviser gap

Mariah Brown 21 May, 2018

Vendor Forum

How are relationships between fund firms and third-party vendors changing in light of the industry’s increasingly steep regulatory landscape?

Emily Sakamoto 21 May, 2018

Data brings together tech, compliance teams

Industry anticipates cooperation, but true comingling has yet to emerge

Emily Sakamoto 16 May, 2018

Q&A: New Calvert COO prioritizes IT and data management

Firm brainstorms platform upgrades for data intake, hiring push on Anne Richardson’s watch

Mariah Brown 3 May, 2018

Taxes are more than a once-a-year concern for mutual funds

Wendy Wang 14 May, 2018

Complexity, reporting and regulations fatigue drive some funds to cloud-based tech

Vikas Srivastava 18 May, 2018

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