Q: My independent firm told me that I am responsible for reporting “complaints” I get from my clients to the firm's compliance officer. Not surprisingly, since Labor Day, I've had more clients ...

Financial software and services provider SimCorp has acquired reporting software provider Equipos, in an effort to increase market share for client reporting technology in the investment management ...

The volume and detail of data demanded by investors from their asset managers has grown steadily over the past two decades, allowing them to generate/receive more immediate and transparent views of ...

Press Advantage, a press release distribution service provider, today announced the launch of its enhanced white-label reporting system designed specifically for digital agencies managing high-volume ...

Asset managers consider client reporting important, but a significant number still tackle the issue using manual processes, according to research from SS&C. The research, conducted at this year’s The ...

Quilter has announced the launch of a new client reporting tool designed to support “meaningful” adviser and client conversations by ensuring greater flexibility, a variety of performance insights and ...

Millions of small companies this year have a limited time to report information on their "beneficial" owners as part of efforts of the federal Corporate Transparency Act via the U.S. Treasury's ...

It can be really frustrating when you know the best way to go about a task at work but no matter how many times you try to explain the situation, your boss just won’t listen. In a situation like this, ...