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News & Insights
Automating your mutual fund direct business – can you go it alone? Is rinse & repeat a B/D’s best option?
February 10, 2020 | ARTICLE | BY KELLY LYNCH It’s the exceptions that sometimes prove the rule. We were reminded of that truism during a recent conversation with a senior operations executive at a large
December 19, 2019 | ARTICLE | BY KELLY LYNCH Advisors serving clients investing solely in mutual funds often prefer to do this business direct rather than through brokerage, despite the operational and regulatory inefficiencies inherent in
September 26, 2019 | ARTICLE | BY KELLY LYNCH They say that no good deed goes unpunished. For many registered reps with only a Series 6 license (the classic example is a rep working in
April 24, 2019 | PRESS RELEASE | Docupace Users Now Have Access to a Single Servicing Point for Over 16,000 Mutual Funds (Los Angeles, CA, April 24, 2019) – Docupace, a data-driven digital operations platform designed